Email Marketing Report

With our email marketing report template, you can easily track important metrics around the campaign and give clients written context to what’s going on.

Email Marketing Report

Why You Need an Email Marketing Report Template

If you're running an email marketing campaign for clients, you need a good way to report back your results. Our template gives you this deeper look so you know exactly what you need to do to maximize ROI and overall success with your email marketing campaigns.

Instead of going through the painstaking task of manually gathering key information, using a template like this will pull everything from your email provider (Mailchimp, Constant Contact, etc.). You get a visually clean and compelling package of information to present to your clients. Not only does this help keep up with your own strategies and goals, it also helps build your clients’ trust in you.

What's Included in the Report

1. Monthly Summary

An essential part of staying accountable to your agreements with your clients is keeping them in the loop with the ups and downs of their email marketing campaign. This section is the best way to tell your client how things went last month with their email subscribers and general email strategy.

email marketing report summary

Give your client an overview of your wins and losses over the month. What went well and what can you improve during the next iteration? Take some time to discuss the emails you sent during the month and which ones performed better than others. You can even discuss general strategy here and how you plan on adjusting it in the future.

2. Email List Growth

Obviously, one of the most important things to track for your email marketing campaigns is the emai list growth.

More people on the email list = more people you can email = more clicks = more sales/leads. It's a pretty simple equation!

email list growth

The email marketing report displays all subscribes and unsubscribes that have happened over the past month, in both number and chart form. You’ll want to target a positive growth rate here, but if you’ve had a bad month, you can take the opportunity to discuss your improved strategy for the next month with your client here.

3. Open Rate

If no one is opening your emails, then there’s not really any point to running an email marketing campaign. This email marketing report template displays the overall email open rate for your campaign, calculated based on the total number of individual opens divided by the total number of email subscribers.

email open rate

This is one of the simplest ways of seeing how your emails are working. If you aren’t getting a high open rate, it could mean that you need to write better subject lines or maybe you're sending too many emails. It's an important thing to watch!

4. Clicks / Click-Through Rate

Click-through rate (CTR) is another essential KPI to track for email campaigns. Simply put, it tells you how many people clicked through the emails you've sent. If you’re doing things right, you’ll have a call to action (CTA) built into the body of the email which encourages a click.

email CTR

If you’re getting a low CTR, maybe there’s something wrong with the content of the emails you’re sending, or your CTA isn't clear enough. Take this information and use it to discuss creative strategies moving forward.

5. Google Analytics Email Data

While it's not the goal of every email, most are meant to point the user to your website. If you're using Google Analytics, you can plug it in to track users across the site. The email marketing report gives you important website data straight from Google Analytics like the number of web sessions and conversions gained as a direct result from your email marketing efforts. You just need to be sure you're setting up UTM parameters with each email you send out.

GA email data

Use this section of the report to give your client an idea of how successful both your email strategy and overall digital marketing strategy are. When you can see things like goal completions and revenue earned directly from email marketing, you can help your client see the importance of investing in a diverse set of marketing strategies. You can also segment the Google Analytics data to build a full web analytics report.

Need more sections or custom metrics? No problem, AgencyAnalytics lets you easily drag and drop new sections to your email marketing report.

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