The Email Metrics page provides you with detailed insights into your users' email activity, email delivery rates, clicks, and the site visitor activity.
The page can be accessed using the Tools > Email Metrics menu:
On the Email Metrics page you'll find four reports including User Metrics, Template Metrics, Visitor Tracking, and Visitor Metrics:
The User Metrics report shows the emailing activity for selected users in a selected time interval. It includes the following metrics:
- Email Sent
- Email Opened
- Link Clicked
- Email Replied To
- Email Bounced
Each metric is expressed both as the number of times the event occurred and as a percentage ratio.
You can use the options shown on top of the report table in order to filter your report by Groups, User Classes, Users, and the desired time interval:
Use the options in the report table header to export your report to an Excel or a CSV file, to search for specific users within the report, to add or remove report columns, or to sort the report by columns:
If a metric is shown with a triangle icon, then you may click on the icon in order to show a sub-report for that specific metric and user:
To preview the sent emails or the email responses, click on the email preview icons in the Email Date or the Reply Date column:
All sub-reports feature the standard options for exporting, searching, sorting, and managing the report columns.
The Template Metrics report works in the same way as the User Metrics report described earlier, except it shows the email activity based on the email templates and not the users.
By using the Template Metrics report you may analyze the performance of your email templates and then modify them if needed or add new ones.
Use the options shown on top of the report table to filter your report by template type (All, Quick, or the System template) and to set the required time interval:
The Visitor Tracking report shows the information on the visitor's activity on your website after they opened your email and clicked on a tracker link:
The report displays 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
To view the pages a lead had visited, including time spent on each page, click on the triangle icon in the Views column and a sub-report for that lead will be automatically displayed:
The Visitor Metrics report shows aggregate visitor activity information for each user:
To drill deeper into the site views generated by a specific user's emails, click on the triangle icon in the Views column and the Site Views sub-report will be shown automatically:
Similarly, you may view the Sent Emails sub-report for a user by clicking on the triangle icon in the Sent column: