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Email Marketing - Reporting Training
Beasley Digital
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4/17/2025
Email Marketing - Reporting Training
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Transcript
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00:00
Hello, my name is Samantha Grandy and I'm the Manager of Digital Media Strategy on the
00:14
Corporate Digital Team here at Beasley. I'm going to go over an email campaign recap to help you
00:21
guys explain these to your clients when you receive them. You are going to receive these
00:25
10 days after the campaign deploys. So, when you receive the recap, it'll look like this. It'll
00:31
have the client name right here. This is Tony Garcia and he is with Thrive Mortgage specifically
00:37
and this is an email campaign recap. So, on the next slide here, we'll have the target audience
00:47
broadcast date subject line and then all of our metrics that we report on right here.
00:52
So, the target audience is going to obviously be predetermined before we launch this campaign
00:57
to make sure we have enough email addresses to deploy to their specific audience.
01:02
So, in this situation, he worked in South Carolina. He was reaching home intenders who had a household
01:09
income of 100K plus and he also wanted to reach real estate agents. So, we have the broadcast date
01:16
right here and then the subject line that we used. So, the quantity is going to be how many emails
01:23
that we deployed, the clicks, the opens, and then the clicks to opens, and then we can report on
01:30
by device. So, the email open rate is going to be the percentage of people who opened your email.
01:38
The click-through rate is going to be the percentage of people who clicked on any link or any linked image
01:44
or area within that email. And then the click-to-open rate right here, which is the one most people
01:52
aren't familiar with, and essentially measures the effectiveness of your email's content.
01:58
So, you'll also see it called CTOR, and it's a good indicator of how interesting your content is
02:04
to users who have received it. Essentially, if the links, the layout, the copy, and the overall content
02:10
is interesting, then your readers are going to want to click through and learn more. And like I
02:16
mentioned, we also report on the difference between mobile and desktop clicks. So, here is the actual
02:23
email that we used for this deployment, and then on the next slide, I'll show you the specific link
02:29
breakdown. So, here's the link click breakdown. This is pretty cool. It shows you every place in the email
02:38
that was clickable that the user was able to click on, essentially. And I highlighted right here the
02:44
top three clicks. So, you'll notice the top three locations were click here for client testimonials.
02:51
So, this was one of the first emails that went out for this client. And again, you know, the user is
02:57
really just trying to learn more about Tony Garcia and his business before they really take any action.
03:02
So, I did go ahead and add on another deployment for this client, just to show how you guys can
03:12
kind of start to tell a story as you deploy emails throughout the months. So, again, this one deployed,
03:21
I think, about two weeks later. I went ahead and changed up the subject line for this one, which I
03:25
typically like to do, especially if we are using the same creative. And then I like to start to throw
03:32
in a personalization there. So, you'll see this first name in the brackets here. So, what that means
03:38
is when the person receives the email, it'll say, Samantha, ready to buy a home in 2021? We can help.
03:46
And typically, we'll see that help open rates because when you see your name and the subject line,
03:51
it kind of draws your attention. So, the open rate did increase for this deployment, which is
03:55
definitely what we want to see. But this is where you can really start to tell the story. So,
04:02
like I showed you guys before, the top three clicks were all about hitting those client testimonials.
04:09
So, people are trying to make sure Tony Garcia is a reliable mortgage company. But you'll notice
04:15
right now, our top click for this next deployment is let us help you start with a discussion about all
04:23
your mortgage needs. So, as you can see, since we're hitting that frequency and as the users are
04:29
starting to get more comfortable as they're receiving these email addresses, they're more
04:34
action-oriented clicks. So, before they were just clicking to learn about client testimonials,
04:40
and now they're looking to start a discussion about their mortgage needs. So, I just always think
04:45
that's kind of cool how you can start telling a story as you start deploying multiple emails for a
04:50
specific client. Okay. So, the next thing we have here, I just added this in for measuring email
04:58
campaign success. So, we get this question a lot, you know, how do we determine if an email is
05:04
successful a lot? So, I have a couple of bullet points here. So, those four main things essentially
05:10
are going to be opens, clicks, the click to open rate, and then we also have the option to do the
05:16
customer list matchback. So, the opens is going to be really readership, top of mind awareness.
05:23
Our average open rate is between 10 and 15%. The clicks is going to be engagement, you know, and
05:31
really driving traffic to that website, and our average CTR is 2%. The clicks to open essentially,
05:38
like I mentioned before, measures the effectiveness of the creative driving clicks,
05:42
and our average CTR is 8% to 15%. And then our last thing I have here is the customer list,
05:49
excuse me, matchback. And this is only provided if requested because it does come with a cost. It's
05:58
$100 per file. And this really essentially helps measure ROI. So, how this works is the client will
06:06
provide us a list, either email addresses or the postal addresses of all their clients that they've
06:14
received since we've deployed an email campaign. And we can actually run that against the email
06:19
addresses that we deployed to. And if you get a match, that helps us, you know, determine ROI.
06:25
They received the email from us maybe a couple times, and now they're a client.
06:31
A couple of things to keep in mind here. So, email marketing is a top of the funnel tactic.
06:36
It's not meant for conversions, leads, or signups. So, email marketing can be a part of a full funnel
06:43
strategy and provide touch points to prospective customers throughout their buyer's journey.
06:48
But conversions, leads, or signups are not main KPIs for email directly. It's going to be one of the
06:54
most cost-effective ways to build brand awareness. That's our main thing here. Email is for brand
07:00
awareness. It allows your advertiser to reach potential customers directly by building long-lasting
07:06
relationships as long as you focus on providing genuine value. This will keep your users opening up
07:12
your advertisers' emails for years to come. So, we want to make sure, again, we're providing value to these
07:19
potential clients. We don't want to continue to spam them with the exact same thing month over month.
07:25
We want to try and keep things fresh. So, I would suggest changing up your email creative about every
07:30
three months and making sure that what we're providing to them is valuable.
07:37
And then this is just the thank you page that we always include on all of our recaps. Thank you,
07:42
Tony Garcia, Thrive Mortgage, for your business. And that is an email campaign recap. Thank you all
07:48
for your time, and I hope this helped.
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