Campaign outcomes guide
Capture requests, follow up with people who opt in, and see which campaign links lead to paid checkouts. This guide takes you from setup to results, with approval at each sending decision.
Capture a request
Approve the follow-up
Connect paid checkouts
You need an approved campaign package, an email provider, and a published landing page. Marketing team members can approve follow-up; an owner or administrator connects Stripe. Sales users can assign a checkout link and record sales, and viewers can read outcomes and export leads.
Connect an email provider and verify your sending domain in Deliverability. Review and approve your AI campaign strategy and current email assets, then create the campaign drafts. Check each template, sender, company address, unsubscribe handling, and provider before enabling follow-up.
Open Analytics and find the plan under Campaign outcomes. Choose Review lead follow-up, inspect every subject and day offset, then choose Approve and enable follow-up. This approval applies to future eligible leads. Old leads and leads captured while paused are not enrolled later.
Review and explicitly publish the generated landing page, then share its campaign links. The form asks separately for permission to respond to the request and optional marketing opt-in. A request creates or matches a contact without overriding existing opt-outs.
As an owner or administrator, open Connect sales to your campaigns in Analytics. Copy the Webhook destination. In Stripe, create a webhook destination for checkout.session.completed and checkout.session.async_payment_succeeded. Enter its signing secret and an API key with Payment Links read permission from the same account and mode, then choose Connect Stripe.
In the plan's outcomes card, select an active Campaign Payment Link and choose Save Payment Link. Use a separate Payment Link for each campaign plan. Expand Campaign checkout links and copy the email, LinkedIn, X, or Facebook version into the corresponding campaign content. Selecting a link does not change existing buttons or publish content.
Send a signed event in the connected Stripe mode and choose Refresh connection. Complete a paid checkout through the assigned Payment Link to verify sale attribution. Use test mode first; test purchases stay out of live totals. Choose Refresh results to see leads, follow-up activity, identified customers, recorded sales, and value by currency.
For campaign creation and provider readiness, see the campaign guide and integration guide.
Someone can ask for information without opting into marketing. ZOLLO saves their request and contact so your team can respond manually. It does not send an automatic request-only email or override an existing unsubscribe.
Only eligible, subscribed, opted-in contacts enroll in the approved sequence. Consent and suppression are checked again before sending. An earlier checkbox selection does not override a later opt-out.
Day 0 and day 2 mean near enrollment and two days after enrollment. Day 0 runs at the next available worker opportunity, subject to sending limits. Each lead gets its own schedule. Repeated submissions do not start a second sequence, and pausing then re-enabling does not restart old campaigns.
If an approved provider is removed, the lead stays saved and affected follow-up is paused. ZOLLO does not silently switch that sequence to another provider.
A saved API key proves Payment Links access. A signed event proves webhook delivery. A paid checkout through your assigned link verifies the campaign's sale path. The Stripe connection used here is separate from your ZOLLO subscription billing.
Create the Stripe destination for your account using snapshot events. Keep API key, signing secret, and Payment Links in the same account and test/live mode. Production destinations need a public HTTPS URL. Follow Stripe's webhook setup and Payment Link tracking reference for the Stripe-side controls.
Changing credentials resets verification timestamps. Disconnecting retains recorded outcomes and link assignments. Keep a link assigned while delayed payments settle; removing it early can leave a later payment unrecorded. Reconnecting does not import past purchases.
| Metric | What it tells you |
|---|---|
| Email clicks | Click events from the plan's current campaign emails. Repeat clicks can count again; this card excludes follow-up clicks. |
| Captured leads | One saved lead per landing page and email. The same person requesting information on another page can add another lead. |
| Follow-up activity | Scheduled and paused counts represent individual email campaigns. Sent counts represent recorded send events, rather than inbox delivery. |
| Identified customers | Distinct buyer email addresses on live sales. Repeat purchases by the same address add sales without adding another customer. |
| Recorded sales | Paid checkouts from the assigned Payment Link, or sales recorded by an authorized integration. Each Stripe Checkout Session counts once. |
| Gross checkout value | Recorded checkout amounts, kept separate by currency. Refunds, fees, and later subscription renewals are not deducted or imported. |
| Recent leads and CSV | The preview contains the latest 50 leads across the plans on the current results page. Export the selected plan's CSV to get all its captured leads. |
AI analysis requires 100 delivered emails, 10 captured leads, or 5 live recorded sales. It uses aggregate campaign and follow-up engagement, lead counts, and recorded sales. Contact names and email addresses are excluded from this performance context. Analysis uses your connected AI provider and can incur its usage charges.
Review and approve recommendations before creating experiment drafts. Those drafts require a separate sending decision. The threshold does not establish statistical certainty, and clicks, leads, and purchases can represent different people. Their ratio is not a verified customer conversion rate.
Campaign outcomes includes AI campaign plans and standalone email campaigns, newest first, with 10 results per page. Use Previous and Next to browse the full list. AI package emails and lead follow-up stay grouped under their plan. Standalone campaigns show email clicks and a link to email analytics; lead capture, automatic follow-up, and connected sales are tracked through AI campaign packages.
No. Marketing opt-in is a separate optional choice. Request-only leads are retained as contacts so your team can respond manually. Existing opt-outs and suppressions are preserved, and an automatic marketing follow-up requires current subscribed, opted-in status.
Pausing stops new enrollment and pauses pending follow-up campaigns. An email already in flight can finish. Re-enabling applies to future eligible leads; it does not resume old paused sequences or enroll historical leads.
Approval saves a snapshot of the email content, provider, and day offsets. Editing the source template does not change that saved snapshot. Pause, review the source drafts, and approve again to use updated content for future enrollment.
Signed paid checkouts through the plan's assigned Payment Link are included, including an initial paid subscription checkout. Test purchases, later renewals, refunds, free trials, zero-value sessions, and payments outside the mapped links are excluded from live reporting.
The connection reads Payment Links and records supported checkout events. You copy the generated checkout links into your reviewed campaign content and explicitly publish or schedule it. The reporting connector does not create charges.
One customer can purchase more than once, and a checkout without a buyer email still counts as a sale. Identified customers count distinct buyer email addresses rather than all purchases.
An authorized integration can use POST /api/analytics/plans/:id/sales with a stable external event ID, positive value in currency minor units, uppercase currency code, and optional source and email. Its ZOLLO API key needs campaigns:write. Record each purchase through one integration to avoid double counting.
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