The Email Template report is great to compare the activities of multiple templates side by side. This report focuses on metrics that mirror the Email report like personalization, reply rates, and template owner. This feature
In this article, you will learn about the Email Template Report, including:
Access the Templates Report
Access the Templates report from one of the following methods:
- The Activities: Cadence and One-Off Panel: Click the View Report link in the upper right corner of the panel.
- The Templates Standard View from your Reports Tab: Select the Standard Templates View link found in the Templates Section of the Reports Tab. You will be redirected to the Templates Report.
When you access the report, you will see the name of the report you have accessed and a breadcrumb trail in the upper left corner. This can take you back to the Analytics Overview by clicking Analytics.
Templates Report Metrics
The first row of the report contains the total metrics based on your filter settings.
Each performance metric is visible in its own column. The columns include:
|Template Name||The name of the email template.|
|Template Owner||SalesLoft User that owns the template. Usually this is the user who created the template.|
|Last Used||Date the template was most recently sent in an email.|
|Sent||Number of emails sent to the Account.|
|Delivered||Total number of emails delivered. This is the total number of emails sent minus the number bounced.|
|Personalized||Number of emails that were personalized.|
|% Personalized||The percentage of emails sent that have > 5% personalization score. The 5% reflects a minimum threshold for meaningful personalization that impacts reply rates.|
|Average Personalization Score||The average of personalization scores across a set of emails.|
|Opened||Number of times an email sent from the user resulted in an open or view.|
|%Opened||Percentage of emails sent from the user that resulted in an open or view out of the total number of emails sent.|
|Clicked||Number of times an email sent from the user resulted in a click.|
|%Clicked||Percentage of emails sent that resulted in a link being clicked.|
|Replied||Number of emails sent that resulted in a reply. This counts any emails replied, regardless of if they were sent from a Cadence, Lofted, or one-off emails.|
|%Replied||Percentage of replied emails based off of the total number of emails sent.|
Sort the Email Template Report
Each column header may be used to sort the list. To sort the Templates report to fit your preference, follow these steps:
- Select the appropriate column header. The header name will turn blue.
- Use the arrow to the right of the header name to set the sorting direction. The arrow will point up or down (ascending or descending order) to reflect the order of the list.