Understanding the Email Performance Dashboard
What is the Email Performance Dashboard?
The Email Performance Dashboard is a central hub within your CRM where you can view and analyze metrics for all emails sent from your account. Instead of checking separate reports for different sending methods, this dashboard combines data from Campaign emails, Workflow emails, and emails sent via Bulk Actions into a single, unified view. This makes tracking your overall email marketing performance and identifying trends much simpler.
Key Benefits of the Dashboard
- Centralized Data: See all your email statistics in one place, eliminating the need to jump between different tools or reports.
- Holistic View: Compare performance across different email types—Campaigns, Workflows, and Bulk Actions—to understand what's working best.
- Data-Driven Insights: Easily identify your top-performing emails to inform future content and strategy.
- Detailed Metrics: Scroll through the dashboard to access in-depth statistics like open rates, click rates, and more for your entire email history.
How to Access and Use the Dashboard
Follow these steps to navigate to the Email Performance Dashboard and explore your data.
Navigating to the Dashboard
- From your CRM's main navigation, go to Marketing.
- Select Emails.
- Click on Statistics. This will open the main Email Performance Dashboard.
Exploring Your Data
When you first open the dashboard, you will see unified statistics combining all your email channels. To dig deeper:
- Use the dropdown menu in the top-left corner of the dashboard to filter the view by a specific email channel, such as Campaigns or Workflows. Emails sent via the Contacts area using Bulk Actions will appear under the Bulk Action Campaigns filter option.
- Scroll down the page to view more detailed metrics, including a dedicated section for your Top Performing Emails.
Note: If you access statistics directly from the Bulk Actions area (via Contacts > Bulk Actions > Show Statistics), you can click a Load More Stats option to open this full Email Performance Dashboard, pre-filtered for Bulk Action data.
Understanding Top Performing Emails
The Top Performing Emails section highlights your most engaging email content. It's important to know how performance is calculated for different email types:
- For Campaigns and Bulk Actions: Performance is tracked for the entire email send.
- For Workflows: Performance is tracked for each individual email action within a workflow, not for the entire multi-step workflow as a single unit.
Frequently Asked Questions
Can I export the data from this dashboard?
No, there is currently no option to export data directly from the Email Performance Dashboard.
Does this dashboard show SMS or other messaging stats?
No. This dashboard is specifically for tracking email marketing activity only.
Can I compare performance between different types of emails?
Yes. Use the channel filter dropdown to view data for one type at a time, allowing you to visually compare metrics like open rates between, for example, Campaign emails and Workflow emails.
Are automated emails from triggers included?
Yes. Any email sent automatically as part of a Workflow, including those triggered by specific contact actions, is included and tracked in this dashboard.
Next Steps
- Use insights from your top-performing emails to guide the planning of new campaigns.
- Apply filters to analyze performance by source and identify areas for improvement.
- Review emails with lower engagement metrics and consider testing optimizations to subject lines, content, or send times.