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Nerve Centre KPIs · Audit Profile · Sentiment Settings Agile CRM list and campaign numbers only mean something when joined to deliverability risk and real ecom revenue. This audit answers: (1) is the auth/key healthy, (2) is the list decaying (bounces / spam / unsubscribes) toward send-throttle territory, (3) are email campaigns and automation flows actually firing and converting, and (4) when email volume is high but revenue is flat, can we tie it to an ecom sibling to show which sends drove no orders?

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What this audit checks

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Authentication & access

  • REST API key + account email valid (Basic auth on /dev/api/users/current-user)
  • Account domain resolves to the correct subdomain host
  • Account plan exposes campaign-log + tracking endpoints (some endpoints are plan-gated)

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List & subscriber health

  • Marketable audience (active, non-unsubscribed, non-bounced contacts) shrinking vs prior period
  • Share of bounced contacts on a list above 5% (list decay)
  • Unsubscribe rate above 2% sustained over the window
  • Lists with zero growth and rising inactive share (stale list)

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Deliverability

  • Delivery rate below 95% (sender-reputation or list-quality drift)
  • Hard bounce rate above 5%
  • Spam-complaint rate above 0.3% (Agile CRM / upstream ESP throttling risk)
  • Unsubscribe rate above 2% on a single campaign

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Campaign & automation performance

  • Open rate below 10% or click-to-open below 3% (content/segment problem)
  • Enabled automation flow with last_enrolled_time stale > 24h (broken trigger)
  • Flow status distribution skewed to paused/draft (automations not running)
  • Revenue-per-send collapsing vs prior period despite steady send volume

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Revenue & checkout funnel

  • Checkout-to-order rate below baseline (tail-of-funnel leak)
  • Refund rate above 8% on tracked orders
  • Placed-orders total down vs prior period while sends held flat

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Cross-channel: revenue-at-risk (the killer area)

  • Campaigns with a healthy open rate but ~0 attributed ecom revenue when an ecommerce sibling is connected (sibling = bigcommerce/shopify/adobe_commerce.order joined on utm_source/contact_email)
  • Ecom customers absent from every Agile CRM list - missed lifecycle email revenue
  • Engaged subscribers (repeat clickers) with zero ecom purchases - nurture-to-purchase gap
  • Agile CRM tracked orders with no matching ecom-platform order within 24h (attribution / sync drift)

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Severity thresholds

SignalWarnCritical
delivery_rate9795
bounce_rate25
spam_complaint_rate0.10.3
unsubscribe_rate0.52
open_rate1510
refund_rate58

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Data sources

  • GET https://{domain}.agilecrm.com/dev/api/users/current-user - Auth + account sanity
  • GET https://{domain}.agilecrm.com/dev/api/contacts/count - Marketable-audience size + subscriber drift
  • GET https://{domain}.agilecrm.com/dev/api/lists - List inventory, sizes, type
  • GET https://{domain}.agilecrm.com/dev/api/filters - Saved-segment inventory
  • GET https://{domain}.agilecrm.com/dev/api/campaign-logs - Send / delivery / open / click / bounce / spam / unsubscribe / revenue stats
  • GET https://{domain}.agilecrm.com/dev/api/workflows - Automation flow inventory + status + last-enrolled
  • GET https://{domain}.agilecrm.com/dev/api/track/orders - Checkout-started / placed / refunded tracked orders for funnel + attribution