[ADD] Email Marketing: Analyze metrics backport

closes odoo/documentation#10636

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
Parish Bracha 2024-08-07 12:21:55 -07:00
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@ -16,6 +16,7 @@ successful campaigns, and track their overall effectiveness in a single applicat
.. seealso::
- :doc:`/applications/marketing/email_marketing/mailing_lists`
- :doc:`/applications/marketing/email_marketing/unsubscriptions`
- :doc:`/applications/marketing/email_marketing/analyze_metrics`
Email marketing dashboard
=========================
@ -441,3 +442,4 @@ the mailing, as well.
email_marketing/mailing_lists
email_marketing/unsubscriptions
email_marketing/analyze_metrics

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===============
Analyze metrics
===============
.. |CTR| replace:: :abbr:`CTR (Click through rate)`
To properly understand the success or failure of an email marketing campaign, it is
necessary to monitor several key metrics. The insights gained from these metrics can then be used to
optimize future campaigns. Odoo's **Email Marketing** application tracks several :ref:`key metrics
<email-marketing/key-metrics>`, which can be interpreted to improve future campaigns.
View metrics
============
After a mass mail has been sent, the results for that particular mailing are displayed in multiple
locations.
To access the metrics for an individual mailing, navigate to :menuselection:`Email Marketing app
--> Mailings`. Locate the specific mailing in the list view, and use the column headings to view the
results for that mailing. Click on one of the mailings in the list to open the record. At the top of
the record, detailed metrics are displayed as smart buttons.
.. image:: analyze_metrics/metric-smart-buttons.png
:align: center
:alt: The smart buttons on a mass mailing, displaying the results of the message.
Below is a non-comprehensive selection of percentage-based metrics that are key for analyzing the
success of an email marketing campaign.
.. tip::
Click on any smart button to see the recipient records for that respective metric.
.. _email-marketing/key-metrics:
Opened rate
-----------
The :guilabel:`Opened` rate measures the percentage of emails opened by recipients against the
total number of sent emails.
A high open rate may indicate the subject line was timely, compelling, and successfully
prompted the recipients to view the message.
A low open rate may indicate the subject line failed to capture the recipients' interest. It could
also indicate the email ended up in a spam or junk folder, due to having a poor sender reputation,
or failing to :doc:`configure the proper DNS records
<../../general/email_communication/email_domain>`.
Replied rate
------------
The :guilabel:`Replied` rate measures the percentage of recipients who responded to the email
directly against the total number of sent emails.
A high replied rate may indicate the email resonated with recipients, prompting them to take action
or provide feedback.
A low replied rate may suggest that the message lacked relevance or did not contain a clear
call-to-action.
Clicked rate
------------
The :guilabel:`Clicked` rate, represents the *Click Through Rate (CTR)*, which measures the
percentage of recipients who clicked on a link within the email against the total number of sent
emails.
A high |CTR| may indicate the email content was relevant and appropriately targeted. Recipients were
motivated to click the links provided, and likely found the content engaging.
A low |CTR| may indicate issues with either the targeting, or the content itself. If there were any
calls to action, recipients may have been unmotivated, or the message itself may have been directed
toward the wrong audience.
Received rate
-------------
The *Received* rate measures the percentage of emails successfully delivered against the
total number of sent emails.
A high received rate can indicate the mailing list used is up-to-date and the sender
authentication is trusted by email providers.
A low received rate may indicate issues with either the mailing list used for the mailing, or with
the sender authentication. View the :ref:`email-marketing/deliverability-issues` section for more
information.
Bounced rate
------------
The *Bounced* rate measures the percentage of emails unsuccessfully delivered, against the
total number of sent emails.
A high bounce rate could indicate issues with either the mailing list used for the mailing, or with
the sender authentication.
A low bounce rate may indicate the mailing list used is up-to-date and the sender
authentication is trusted by email providers. View the :ref:`email-marketing/deliverability-issues`
section for more information.
.. _email-marketing/deliverability-issues:
Deliverability issues
=====================
The following defines possible reasons for a high bounce rate or low received rate:
- Using a mailing list that contains outdated contact information, or malformed email addresses, is
likely to result in a high bounce rate and/or a low received rate.
- Mailings sent using a *From* email address that differs from the sender's domain are likely to
bounce with certain email providers, due to failing :doc:`DMARC authentication
<../../general/email_communication/email_domain>`.
- Failing to :doc:`configure the proper DNS records
<../../general/email_communication/email_domain>` can also result in a high bounce rate.
.. seealso::
- :doc:`Mailing campaigns <../email_marketing>`
- :doc:`Manage unsubscriptions <unsubscriptions>`

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