topic Re: email status in Email Deliverability

email status

AGasca — Thu, 25 May 2023 05:47:16 GMT

Hello

Is there a way to have a report with the status of all the emails I send, not just the templates, example: yesterday I sent 56 emails; 35 opened., 12 responded and 4 clicked on a link.
Just like hubspot have for email templates but also with the 1:1 Emails

Re: email status

kvlschaefer — Thu, 25 May 2023 19:49:51 GMT

Hi @AGasca,

Thank you for reaching out to the Community!

I wanted to share this related community thread where @karstenkoehler explains how to build a sales (1:1) email report with the Custom Report builder. He mentions that you'll need to create two reports, one for clicks, one for opens

I also wanted to invite our subject matter experts to see if they have advice.

Hi @danmoyle, @jolle, @Jnix284 - Do you have any sales emails reporting tips or hacks for @AGasca?

Thank you!

Best,

Kristen

Re: email status

Jnix284 — Thu, 25 May 2023 21:07:38 GMT

Hi @kvlschaefer , happy to help @AGasca

Other than custom reports / dashboards, there are stats on the sidebar of the Tasks view on the Insights tab that might be helpful, and if you have Sales Pro, the new Prospecting beta might be a good fit.

Re: email status

jolle — Fri, 26 May 2023 13:40:40 GMT

Thanks for the mention, @kvlschaefer! And great question, @AGasca!

The custom report solution from Karsten above is probably the closest you'll be able to get to overall one-to-one email performance at this time, and @Jnix284's recommendations should help with the bigger picture as well!

I would also consider building some reports/lists to identify highly engaged and highly unengaged contacts using the following contact properties:

Recent sales email open date
Recent sales emails clicked date
Recent sales email replied date
Number of times contacted
Number of sales activities (not necessarily specific to emails, but could still be helpful)

You can build reports to highlight contacts who have opened/clicked/replied to a sales email within a set timeframe (i.e., this week) along with contacts who have been contacted multiple times but have never opened/clicked/replied. These won't necessarily give you overall one-to-one email performance metrics, but they will help you identify the contacts you definitely should be contacting along with the ones where it may be a good time to hold off for now.

Hope this helps!!

Re: email status

danmoyle — Wed, 31 May 2023 14:06:27 GMT

Thanks for thinking of me @kvlschaefer 😊

Nothing to add beyond what's been shared here from @Jnix284 & @jolle, and @karstenkoehler's answer.