Overview
This report keeps record of all emails sent, engagement metrics, and status. Drill down into client behavior to drive engagement strategies and pinpoint any issues with deliverability.
User Access
All internal users can access the report (Admins, Managers, Guides, Task Owners, Contributors).
Understanding the Email Deliverability Dashboard
Email Activity
Track email "events" each week:
Delivered - when an email has been accepted at the receiving server, the delivered event fires
Processed - all emails will create a "processed" event unless dropped. Think of this as the # of emails you attempted to send.
Deferred - the email did not go through on the first attempt. GUIDEcx will try again over a period of 72 hours.
Opened - Tte total number of times an email is opened, including multiple opens by the same recipient
Clicked - a link or button in the email was clicked
Bounced - the receiving email server has refused delivery of the message
Dropped - did not try to send the email because the email address has already bounced
Spam Report - the email was "marked as spam"
Unsubscribe - the user opted-out of future emails from GUIDEcx
Email Templates
Dive deeper into the deliverability metrics for specific email templates - task, project, and user emails.
Email Details
Drill down into each email - date sent, recipient, email type, and status.
Check out this clip from our August Office Hours for a walkthrough of the report. ⬇️
Best Practices
Use the Email Recipient to filter by a specific user. i.e., I want to see the emails "shatch@guidecx.com" has received.
Use the Email Type filter to filter by email template. i.e. I want to see how the Project Welcome email is performing.
Use the Email Event filter to filter by delivered, unsubscribed, or other event types. i.e. I want to see which emails bounced so I can update user contact info or remove the user.