Insights tab
The Insights tab allows you a closer look at the performance of your sequence and recipients. The performance and recipient status metrics may be used to indicate overall sequence performance and the performance of stages within an individual sequence. The metrics are scoped according to the context in which they are used.
In the Insights tab, you can filter the data for all recipients or just '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 apply only to Sequence email performance.
The Task Performance section displays the total number of Tasks created, the number of Tasks that are still open, and the number of Tasks that have been completed in the sequence per stage.
Email Performance
Email performance metrics consider all emails sent from every stage in the sequence. Keep in mind that email deliveries will generally exceed the number of recipients who went through a sequence, since a recipient will typically receive more than one email in a sequence.
Metric | Definition |
Sent | The total number of emails that have been sent. |
Delivered | The number and percentage of emails that have been delivered. |
Opened | 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. |
Clicked | The number and percentage of emails that were clicked. If a recipient clicks an email multiple times, it is counted as ‘1’ click. |
Replied | The number and percentage of emails that received a reply. |
Meetings | The number and percentage of emails that have resulted in a meeting booked (out of all delivered emails) |
Downloaded | The number and percentage of emails from which an attachment was downloaded (out of all delivered emails) |
Bounced | The number and percentage of emails that bounced (out of all sent emails). |
Unsubscribed | The number of users who unsubscribed from each email stage. |
Task Performance
Metric | Definition |
Created | The total number of tasks that were created (includes Open + Completed). |
Completed | The number of tasks that have been completed. |
Open | The number of tasks that have NOT been completed. |
Recipient Status
You can view your recipients' current status within your sequences. See each status and description below:
Metric | Definition |
Total recipients | The total number of email stage recipients |
Queued | The number of recipients added to the sequence who are scheduled to start at a later date. |
Active | The number of recipients that are active in the sequence. |
Paused | The number of recipients that are paused in the sequence. To learn more, see how to pause recipients in a sequence. |
Exited | The number of recipients that have been removed from the sequence. To learn more, check out how recipients are exited from sequences. |
FAQ
What is the difference between sent and delivered?
Sometimes, emails do not reach 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 count them only once toward our total number of emails.
Example: Ryan opens the same email 4 different times; we will count it as one open.
To see how engaged an individual is with your sequence email, visit the Live Feed and search for the individual's email address.