Email Marketing Report Template for Faster, Client-Ready Reports
Customizable Email Marketing Report Templates for Clear Client Communication
Present polished, easy-to-read reports that show exactly how your agency’s email campaigns are performing. Customize layouts, apply white-label branding, and connect directly to platforms like Mailchimp, Constant Contact, Drip, Klaviyo, and more.
Templates pull live data from 85 marketing platform integrations to reduce manual work and ensure accurate, up-to-date reporting. Give clients a clear view of opens, clicks, conversions, and performance trends—all while reinforcing your agency’s value with every send
Easily Report on Your Client's Email Marketing Performance
Custom Email Marketing Reports as Unique as Your Agency
WIN BACK BILLABLE HOURS SPENT ON REPORTING
Comprehensive Client Reporting in Minutes
Say goodbye to spreadsheets and screenshots! Hello, limitless reports. With just a few clicks, create client reports with an easy-to-use reporting system built for marketing agencies. With dozens of templates and a drag-and-drop report builder, create and send client reports in minutes instead of hours.
85+ MARKETING PLATFORMS, ONE REPORTING TOOL
Access All Your Clients’ Data Under One Roof
A FULLY-CONNECTED MARKETING PLATFORM
Connect all your clients' marketing channels and bring their data together in one streamlined interface. Track everything, including SEO, PPC, Social Media, Web Analytics, Call Tracking, and more. Creating client reports has never been easier!
NEW AND IMPROVED INTEGRATIONS
You ask, we answer. Every month, access new integration releases as well as platform enhancements based on feedback from our customers.
UNLIMITED CLIENT & STAFF USERS
Share The Love Without Increasing the Cost
Give clients their own login for them to access all of their key data on their own time. On the Agency and Agency Pro plans, create unlimited user accounts and manage what each one sees. Improve workflows while reducing back-and-forth phone calls by providing clear insights into how things are going!
FEATURE YOUR AGENCY’S BRANDING
White Label Email Marketing Reports
The right dashboards will not only improve your agency's productivity but also give you a competitive edge. Upload your logo and use branded color schemes to make the reports look like they were created in-house!
Report Smarter. Not Harder.
Automate Reporting and Focus On What Matters
Marketing agencies aiming to communicate the effectiveness of their marketing campaigns to clients, a report template is indispensable. Utilizing a template streamlines the process of showcasing key email marketing metrics and also enhances the clarity and impact of the efforts of your marketing team.
With a well-designed report template, agencies effectively highlight critical data like bounce rate, conversion rate, and other vital analytics. This helps present a clear and concise analysis, demonstrating your agency's expertise and the value you bring to a clients' bottom line.
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6 Sections Included in the Email Marketing Report Template
When it comes to monthly reporting on email campaigns, the cover page isn’t an afterthought; it's an integral element that sets the expectation for the content that follows. Use the Report Cover and Section Design Customization Feature to customize the background color or upload a custom image that truly aligns with your agency’s brand ethos—then carry the design through your entire report.
An attention-grabbing cover is more than a pretty facade; it's your initial handshake with the client. It builds anticipation for the most important metrics on branded report section pages to follow and subtly says, "We're serious about your success." And guess what? You just scored another point in building a lasting client relationship.
When you craft a layout that hits all the right notes, save it. This way, your subsequent reports sing the same tune of brand consistency and streamlined efforts.
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 campaigns. The section is the best way to provide a summary of how things went last month with their email subscribers and general marketing efforts.
This section is your opportunity to give your clients an overview of your wins and losses in plain English. 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. Discuss your general strategy here and how you plan on getting them better results and making adjustments going forward.
Of course, one of the most important things to track for an email campaign is email list growth.
The report displays subscribe and unsubscribe rate that have happened over the past month, in both number and chart form - all in one platform. You’ll want to target a positive growth rate here, but if you’ve had a bad month, take the opportunity to explain your improved strategy for the next month with your clients here.
Build custom email marketing reports that deliver results
Save time and impress clients with a powerful, results-driven report template. Access the free email marketing report template today!
If no one is opening your emails, then you’re going to need to make adjustments to your strategy. Email marketing report templates displays email marketing metrics such as the overall email open rate for your campaign. The open rate is calculated based on the total number of individual opens divided by the total number of email subscribers and is one of the simplest ways to show how your email marketing strategy is effective.
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 metric to watch!
Click-through rate (CTR) is another essential KPI to track in an email campaign report. Simply put, it tells you the click rate of 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.
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, such as ways to potentially increase conversion rate as part of their campaign performance. Perhaps your agency is noticing a high bounce rate after clicking the CTA. This is a great opportunity to discuss potential strategies like improving website content or making clear promises in the email marketing campaign.
While it's not the goal of every email, many are meant to point the user to your client's website. If you're using Google Analytics, plug in the integration to track how much traffic your clients’ sites are getting. A dedicated Google Analytics report template is available for more granular marketing metrics. This template gives you important website data straight from Google, like the number of web sessions and conversion rates earned as a direct result of your email campaign strategies. You just need to be sure you're setting up UTM parameters with each email you send out.
Use this section of the report to give your clients 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 campaigns, you also help your client see the importance of investing in a diverse set of marketing strategies. Even segment the Google Analytics data to build a full web analytics report or local SEO report.
FAQs About Automated Email Marketing Report Templates
Still have questions about how to create and use automated Email Marketing Templates? Don’t worry, we’ve got you covered.
Yes. An AgencyAnalytics report is built from sections you choose, in the order you set. A client dashboard you've already built exports in as a new section. Save the finished structure and it becomes a template of your own. The report editor guide has the steps.
Yes. An AgencyAnalytics report sends daily, weekly, biweekly, monthly, quarterly, or annually, with your own subject line and message on it. Require Approval pauses each send for your review first, which is worth having on while a client is new. The scheduling guide has the detail.
The template comes with an AgencyAnalytics subscription. There's one plan at $25 per client a month and it covers every feature. The 14-day free trial requires no credit card, so build the template and see it working before you pay anything.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
