Mailchimp Report Template for Automated, Client-Ready Insights

A typical email report starts with a branded cover report page. This step makes a good first impression and sets the tone for the marketing data you’re about to share. It’s also a way to show brand personality and ensure recognition with each piece of collateral.

This extra touch demonstrates attention to detail, showing that your agency cares about presentation. In turn, this helps clients to feel more confident in your services.

Remember to mention the reporting period on campaign reports as a best practice. Whether it’s a Mailchimp monthly report or a Klaviyo weekly update, this step provides clients with context off the bat.

Here’s another bonus: Cover pages are replicable. Therefore, it becomes much easier to maintain a standard across Mailchimp campaign reports for other clients, increasing your agency’s efficiency even more.

Include an executive summary at the start of a Mailchimp report to highlight key findings and recommendations quickly. This allows top-level executives to understand Mailchimp data without reading the entire document, which makes the most of their limited time.

To create an effective Mailchimp report summary, focus on clear and concise communication. Here are three best practices:

• Highlight Key Mailchimp Metrics: State snapshots of email campaign performance and any essential takeaways.

• Use Simple Language: Communicate insights in straightforward terms to ensure clarity.

• Organize Logically: Structure the summary in an intuitive order, which makes it easy to understand progression and outcomes.

Recipients refer to the individuals or groups targeted to receive an email marketing campaign. It provides insight into a campaign’s potential reach and email list size.

Additionally, audience data like recipients sets the foundation for related metrics such as successful deliveries, open rate, and click rate.

A discrepancy between the number of intended recipients and delivered emails may point to a possible issue, such as an outdated mailing list.

Delivery rate refers to the percentage of emails that successfully reach recipients. A high rate increases the likelihood of emails being seen and engaged with.

A low delivery rate could point to a potential issue, such as an outdated mailing list or a compromised sender reputation.

To avoid this occurrence, regularly remove inactive subscribers and incorrect email addresses. Also, encourage subscribers to add your client’s email address to their safe list, which helps to bypass spam filters.

Monitoring audience growth is a way to present any increases or dips in your client’s subscriber base. This data is automatically tracked over time in AgencyAnalytics, removing the need to create Mailchimp comparative reports or rely on manual calculations.

A growing audience is an ideal scenario as it increases brand reach and builds a solid base of engaged subscribers. It also reflects your agency’s ability to attract and retain subscribers. To address stagnant audience growth, place email signup forms in prominent locations (e.g., a pop-up on your client’s website). Also, share the benefits of what subscribers gain by joining this mailing list, such as exclusive offers or content.

Open rate is the percentage of recipients who open an email compared to the total number of delivered emails. This straightforward metric shows initial subscriber engagement and provides more insight into user interests.

A high open rate indicates that your agency effectively engages subscribers, paving the way for future engagement.

To improve low open rates, create more catchy, click-worthy subject lines. Also, consider segmenting mailing lists, especially if they’re significantly larger. Then, send targeted emails that align with where subscribers are in the customer journey.

Click rate is another key metric that shows the percentage of recipients that clicked one or more links after opening an email. The more clicked links, the better–it shows that user interest was piqued in some way. It also reflects your agency’s ability to create an effective email marketing strategy.

A high click rate demonstrates your agency’s ability to move subscribers further down the sales funnel. On the other hand, a low click rate could mean that email content or subject lines need more refinement.