Analytics (Funnels, Websites, & QR Codes)
Advanced Filters in Site Analytics
Advanced Filters in Site Analytics helps you narrow analytics data so you can focus on the traffic segments that matter most.
Read guideAdaptive AI · By Adaptation Living LLC
Reporting Dashboard
Use the central reporting view and saved reporting settings.
29 guides in this area
Step-by-step library
Guides for Reporting Dashboard
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Analytics (Funnels, Websites, & QR Codes)
Analytics for External Tracking
Analytics for External Tracking in Adaptive AI allows you to monitor visitor behavior on externally hosted websites and forms using a centralized analytics…
Read guideAnalytics (Funnels, Websites, & QR Codes)
Analytics for Top Countries, States and Cities in Funnel Analytics
Quickly uncover exactly where your visitors come from, right down to the country, state and city, so you can focus campaigns where they’ll have the greatest…
Read guideAnalytics (Funnels, Websites, & QR Codes)
Average Time in Site Analytics
Discover how long visitors are spending on your site with Average Time in Site Analytics!
Read guideAnalytics (Funnels, Websites, & QR Codes)
Funnels and Websites - Browsers and IPs in Funnel Analytics
the Funnels & Websites Analytics Dashboard, you can now see the Top Browsers and Top Client IPs accessing your site.
Read guideWebinars
Webinar Video Analytics
Webinar Video Analytics brings data-rich dashboards to your live, on-demand, and recurring webinars, so you can see exactly where viewers drop off, which…
Read guideStatistics
How to Access the All-in-One Dashboard for Email Marketing
This article will show you how to use Adaptive AI’s All-in-One Dashboard for Email Marketing.
Read guideStatistics
Tag Contacts from Campaign Statistics
Campaign statistics can turn engagement data into usable contact segments by adding tags to people who opened, clicked, or otherwise matched a displayed…
Read guideGeneral
Bot Detection Preventing Statistics Increment and Automation Execution
Execution Keep your email engagement metrics honest. This feature identifies bot-driven opens and clicks and stops them from inflating stats or triggering…
Read guideServices
Services (v2) – Reporting Guide (Migrate from old widgets)
We’ve introduced Services (v2) Reporting, a dedicated module within the Reporting Dashboard for all service-based insights.
Read guideMarketing Audit Reports
Workflow Action: Generate Marketing Audit Report
Automatically create a Marketing Audit Report for new or updated contacts so your team can qualify leads faster and start more personalized outreach.
Read guideChat Widget
Track Chat Widget Activity Using Google Analytics 4 (GA4)
This article provides guidance on integrating Adaptive AI's Chat Widget with Google Analytics 4 to monitor user interactions effectively across funnel…
Read guideAd Campaign Creation and Management
Ad Manager - Statistics of Ad campaigns
In this article we will be illustrating and explaining the process to effectively monitor the ad campaigns created by the users and make data driven…
Read guideMarketing Audit Reports
Understanding the Grades in Your Marketing Audit Report
This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report.
Read guideFAQs and Common Troubleshooting Steps
Google Analytics (GA4) Debug Checklist
This checklist helps you verify that your Google Analytics (GA4) tag and events are properly installed and sending data from your funnel pages before…
Read guideStatistics
Click Performance in Email Statistics
The Click Performance report gives you a breakdown of all link interactions within a sent email.
Read guideMobile Payments
Mobile Estimates Dashboard and Builder
Estimates can be built and managed from the dedicated "Estimates" section in the mobile app.
Read guideBlog
Create Blog Posts
Adaptive AI’s Blog Post feature lets you create, format, and publish SEO‑ready articles directly from your dashboard, giving your brand a powerful…
Read guideOrders, Subscriptions, and Transactions
Export or Download Subscriptions as CSV
The Subscriptions CSV Export feature allows you to download subscription records from the Payments → Subscriptions dashboard.
Read guideEmail Marketing
Exporting Email Marketing Data
Exporting Email Marketing Data in Adaptive AI allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.
Read guideMessaging
Track SMS Restriction History
The SMS Restriction History dashboard gives you transparent visibility into any warnings or temporary restrictions applied to SMS sending in a sub-account.
Read guideWordpress
WordPress Plugin and Theme Management
you get a holistic, top-down view of every plugin and theme installed across your WordPress site—directly from your CRM dashboard.
Read guideGeneral
Audio Device Settings in the Web Dialer
The web dialer audio settings give you precise control over which devices handle your call audio, from choosing your primary speaker and microphone to…
Read guideMembership/Courses Sites
Courses: In-App Notifications for Comment, Unlocked & Drip Content
Course notifications alert learners about replies, newly unlocked material, and released drip content, while instructors can be notified of learner comments.
Read guideOrders, Subscriptions, and Transactions
Export or Download Orders as CSV
This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product…
Read guidePrivacy Policy
How to Link Your Privacy Policy When Collecting Personal Data
A privacy policy explains how your business collects, uses, and protects personal information—like names, phone numbers, or emails.
Read guideDeliverability
How to Resubscribe After Unsubscribing from an Email List
A one-click path for contacts to opt back into your marketing emails — how it works, how DND and reporting are affected, and how to verify the change in the…
Read guideAffiliate Campaigns
Referral Link Click Tracking for Affiliate Campaigns
Affiliate click tracking reports unique referral-link clicks so account owners and affiliates can compare traffic with leads, sales, and commission results.
Read guideQuizzes
Setting Up Personality-Style Quizzes (Highest/Lowest Category)
This article shows you how to configure quizzes so that the result page displays either the highest or lowest scoring category.
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