Purpose:
The purpose of this article is to provide introductory information to Outreach Users regarding email activity insights.
Intended Audience:
- Outreach Users
Contents:
Notes:
- The bottom 1% of data is not included in graphs where the amount of data is not enough to make a suggestion.
- Time zones are accounted for, defaulting to the Outreach User's timezone.
- When filtering this report by a User or Team, it will filter all activity associated to any Prospect owned by the selected people, not the actual activity executor.
Outreach Insights Email Activity Report (Legacy) Overview:
Email Activity Insights provides Users with data related specifically to all inbound and outbound emails tracked by Outreach.
Filters:
Users can sort and filter how the metrics are displayed by clicking and selecting an applicable filter from the Filters dropdown menu and specifying a date range.
Content can be filtered as described in the table below.
Filter | Description |
---|---|
Prospect Owner | Displays content by the selected Owner. Note: For more information regarding ownership, refer to the How To Assign Ownership to Records article. |
Persona | Displays content by the selected persona. Note: For more information regarding personas, refer to the How To Create a Persona article. |
Tag | Displays content by the selected tag. Note: For more information regarding tags, refer to the How To Add Tags to Records article. |
Accounts | Displays content by the selected account. Note: For more information regarding accounts, refer to the Accounts Overview article. |
Custom Field | Displays content by the selected custom field. Note: For more information regarding custom fields, refer to the Custom Fields article. |
Date | Displays content by the selected date range:
|
Reports:
The Emails Activity Insights provides Users with the following data:
- Email Delivery Overview
- Outbound Email Activity by Time of Day
- Template Overview Leaderboard
- Best Time of Day to Email by Reply Rate
- Email Delivery by Mailing State
Email Delivery Overview:
The Email Delivery Overview displays a table representing the number of deliveries by group or individual and the percentage of opens, clicks, and replies over a period of time segmented by Team, Uses, and Roles.
The top of the table displays the total number of deliveries and breaks down how the mailings were delivered by sequence, bulk, or one-off emails.
Outbound Email Activity by Time of Day:
The Outbound Email Activity by Time of Day heatmap displays email activity by day and time.
The darker shaded areas indicate a higher amount of email activity.
Notes:
- The bottom 1% of data is not included in graphs where the amount of data is not enough to make a suggestion.
- Time zones are accounted for, defaulting to the Outreach User's timezone.
Best Time of Day to Email by Reply Rate:
The Best Time of Day to Email by Reply Rate is a heatmap displaying the best time to email a Prospect based on the number of replies received by a Prospect.
Similar to the other heatmaps, the darker shaded areas indicate a higher reply rate during a specified day and time, with the best time to email each day noted on the top of the heatmap.
Template Overview Leaderboard:
The Template Overview Leaderboard displays a table representing the top performing Templates segmented by the total number of delivered, opened, replied, clicked, and variables used.
Email Delivery by Mailing State:
This graph breaks down the mailing state based on the total number of emails delivered in the specified date range, as well as the type of deliver (sequence email, one-off, bulk compose). You can adjust the graph to only view data points relevant to you. For example, if you only want to see deliveries, double click on the "deliveries" section of the graph key, click once more to bring all data points back to the graph, and click a single time to remove the selection from the visible data points. This graph can be viewed by day, week, or month.
Export:
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Additional Resources:
Outreach University - Outreach Reports
Outreach Insights Metrics Definitions