The Insights tab allows you a closer look at the performance of your sequence and recipients. The performance and recipients status metrics may be used to indicate overall sequence performance, as well as the performance of stages within an individual sequence. The metrics are scoped according to the context in which they are used.
With the Insights tab, you will have the ability to filter the data for all recipients or my recipients.
At the Insights tab, you can view the sequence summary data at the top of the page and drill down into the details for each stage under Email performance. It is so easy to check which stage performs the best!
We display email performance metrics in various parts of the product. The definitions below are applicable to Sequence email performance only.
The Task Performance section displays the total number of Tasks created, Tasks that are still open, and the Tasks that have been completed in the sequence per stage.
Email performance metrics consider all emails sent from every stage in the sequence. Keep in mind that email deliveries will generally be higher than the number of recipients that went through a sequence since a recipient will typically receive more than one email in a sequence.
The total number of emails that have been sent.
The number and percentage of emails that have been delivered.
The number and percentage of emails that were opened. If any email is opened multiple times by a recipient, it is only counted as ‘1’ opened.
The number and percentage of emails that were clicked. If a recipient clicks on an email multiple times, it is only counted as ‘1’ clicked.
The number and percentage of emails that received a reply.
The number and percentage of emails that have resulted in a meeting booked (out of all delivered emails)
The number and percentage of emails from which an attachment was downloaded (out of all delivered emails)
The number and percentage of emails that bounced (out of all sent emails).
The number of users who unsubscribed from each email stage.
The total number of tasks that were created (includes Open + Completed).
The number of tasks that have been completed.
The number of tasks that have NOT been completed.
You can view your recipients' current status within your sequences. See each status and description below:
The total number of email stage recipients
The number of recipients who have been added to the sequence and are scheduled to start at a later date.
The number of recipients that are active in the sequence.
The number of recipients that are paused in the sequence. To learn more, see how to pause recipients in a sequence.
The number of recipients that have been removed from the sequence. To learn more, check out how recipients are exited from sequences.
What is the difference between sent and delivered?
Sometimes emails do not successfully make it to a recipient's inbox and are considered bounced emails. Sent is the total number of emails you tried to send. Delivered is the total number of emails that successfully made it without a bounce. Bounced emails can be calculated by subtracting delivered emails from sent emails.
What happens if the same recipient opens, clicks, replies, downloads, or books a meeting from the same email multiple times?
We will only count them once in our total number of emails.
If you want to see how engaged an individual is with your sequence email, you can do so by visiting the Live Feed and searching for the individual email address.