Monitoring email Engagement is essential for evaluating and improving both individual emails and campaign performance.

Key metrics to track include:

• Open Rates: Measure the effectiveness of your subject lines.
• Clicks: Evaluate how engaging your content is.
• Conversion Rates: Track how well your call-to-action performs.

Understanding recipient behavior can further improve results:

• Personalization: Tailor content to individual preferences.
• Timing Optimization: Send emails when recipients are most likely to engage.

Regular analysis of these metrics helps improve deliverability and optimize your marketing strategy.

Email Metrics

Reviewing email metrics helps you:

• Assess campaign performance using open rates, clicks, and bounce data.
• Identify areas for improvement across subject lines, content, and delivery.
• Make data-driven decisions to improve engagement and results.

To access Email Metrics, go to Team Activities > Emails > Email Metrics.

You can enhance your analysis using customizable Dashlets and Widgets. Learn more.

The following columns are available when using the SendGrid integration:

• Created: Date and time the email was generated.
• Email: Record ID (matches the “All Emails” view).
• Type: Shows delivery status (excluding Opened and Clicked).
• SendGrid Message ID: Unique SendGrid message reference.
• Email Campaign: Displays associated campaign (if applicable).

The following columns are native to servis.ai:

• Opened: Indicates whether the email was opened.
• Clicked: Indicates whether links in the email were clicked.
  Learn more in the dedicated article.

You can reorder columns to customize your view and prioritize the data most relevant to your workflow.

Email Engagement

Email engagement tracking helps you understand how recipients interact with your emails.

This enables you to evaluate both individual messages and campaigns to identify improvement opportunities.

A data-driven approach allows you to:

• Tailor content to audience preferences
• Optimize send times
• Improve overall campaign performance

Monitoring engagement also helps maintain a clean and active email list by identifying inactive users and deliverability issues.

Navigate to Team Activities > Emails > Email Engagement.

By default, the view is organized using Calculated Fields, which display summarized metrics across all emails.

Additional fields available with SendGrid include:

• Delivered: Whether the email reached the inbox
• Unsubscribed: Indicates opt-outs
• Bounced: Delivery failures
• Dropped: Emails not sent due to prior issues
• Flagged as Spam: Emails marked as spam

Additional fields shown:

• Source Record: Contact associated with the email
• Template: Email template used (if applicable)

Native fields:

• Opened: Shows if the recipient opened the email, reflecting initial interest.
• Clicked: Denotes whether the recipient clicked on any links within the email, indicating engagement with the content. To know more about Opens & Clicks, dive into our dedicated article.