Your CRM’s Email Deliverability Metrics are located within the Email Metrics page, which you can find via Tools > Email Metrics in the top navigation bar.
The page provides email deliverability reports for CRM users or email templates.
It also displays information on your website's visitors including user-based visitor metrics.
The page is organized under four tabs including the User Metrics, Template Metrics, Visitor Tracking, and Visitor Metrics tabs.
User Metrics Tab
The User Metrics tab gives you a high-level view of your email metrics with information such as Delivered Rate, Opened Rate, Click Rate, Instant Reply Rate, Bounced Rate, and Failure Rate:
Below the high-level view is the report table which provides more detailed information for each user, such as Emails Sent, Emails Opened, Links Clicked, Email Replied to, and Email Bounced:
You can filter the report by a specified date range, group, user class, or user by typing in the user’s name in the rightmost field:
Clicking on the triangle icons next to certain columns in the table opens the detailed view of that particular user’s email activity and metrics for emails that fall within that column category:
For example, clicking the arrow next to the Sent metric will show you the detailed view with additional information about each email that the user has sent.
The view includes the lead to which the email was sent, the user that sent the email, the recipient’s email, recipients contact name, email subject line, email date, and the status of that lead in your IRIS CRM site:
The report table can also be easily exported to Excel or CSV format. Simply click the Export button above the table and select your preferred file type.
If you would like to exclude certain columns, click the gear icon to the far right and uncheck any columns to remove them from the report:
Template Metrics Tab
The Template Metrics tab gives a high-level view of your email template stats, as well as a more detailed view of the individual templates' performances:
Clicking on the triangle icon will bring up a table that shows each specific email sent using that template:
You can also export this data and/or remove any unwanted columns via the same method used in the User Metrics tab.
With these summarized email metrics conveniently available alongside your more specific email reporting by user or template, you can optimize in a data-driven way and improve results from your sales emails over time.
For example, say your opened rate is high for all of your email templates but not many people are clicking. Knowing this, you can work to enhance your email template call-to-actions and improve your click rate.
Perhaps your bounced rate is very high for a specific period of time – this means that your list needs to be cleaned up so you are only sending emails to active email addresses.
You can also view 'by user' and pinpoint any metrics for specified sales agents or team members.
IRIS CRM Visitor Tracking and Visitor Metrics
The Visitor Tracking and Visitor Metrics tabs complete the Email Metrics page.
These tabs are related to the CRM's Visitor Tracking feature and provide additional reporting to highlight visitor activity by the user who sent the original email, or by the template that brought in the user.
Overall, the CRM’s Visitor Tracking feature displays information on a visitor’s activity on your website after they have opened your email and clicked a link.
You can set up real-time notifications that are automatically tied to the lead, providing a full-view of lead activity over time.
Visitor Tracking Tab
Within the Visitor Tracking tab on the Email Metrics page, ISOs can see a report with the following information for each visitor:
- Lead name
- Number of Views
- Lead Contact
- Lead Email
- CRM User
- Last Event Date/Time
- Site Visit Duration
- Record Creation Date/Time
If you’d like to see the pages each lead has visited and the time spent on each page, click on the triangle icon in the views column.
Now you’ll be able to see the specific pages that this lead has visited, and how long they spent on each page.
More info: Tracking Site Visitors
Visitor Metrics Tab
The final section of the Email Metrics page is the Visitor Metrics tab.
Here, you can find aggregate visitor activity information by the user who sent the email. You can sort by User Groups, User Classes, specific users, and date range.
The email delivery metrics on this page are specifically covering only emails templates that have visitor tracking enabled:
You can also dive deeper into the site views generated by a specific user’s emails by clicking the triangle icon in the Views or Sent columns to access the Site Views sub-report: