Email Template Analytics
Guided Selling provides performance metrics for reusable Email Templates. These analytics are displayed when you open an Email Template and summarize Participant Actions that use that template.
This replaces the older action-based email analytics experience.
View Email Template Analytics
Open an Email Template to view the following metrics:
| Metric | What it shows |
|---|---|
| Completed | Number of Manual or converted-to-Manual email Participant Actions using the template that have a Completed action status. |
| Skipped | Number of Manual or converted-to-Manual email Participant Actions using the template that were skipped or deferred. |
| Overdue | Number of Manual or converted-to-Manual email Participant Actions using the template that are still Ready and have an expected execution time in the past. |
| Avg. Days to Complete | Average difference, in days, between the Expected Execution Date and Actual Execution Date for completed Manual or converted-to-Manual email Participant Actions using the template. |
| Emails Opened | Number of email Participant Actions using the template that have recorded an email-open signal. |
| Emails Replied | Number of email Participant Actions using the template that have recorded an email-reply signal. |
Understanding Email Engagement Metrics
Email-open tracking depends on an open-tracking signal from the recipient’s email client. Email clients, privacy features, image blocking, and automated image loading can affect whether an open is recorded.
Replies are recorded separately when Guided Selling receives a reply event associated with the email Participant Action.
Use these metrics as engagement indicators alongside the other template metrics rather than as a complete measurement of recipient behavior.
Why Template Analytics Matter
Because the same reusable Email Template can be used by multiple Sequence Actions, template-level analytics provide a consolidated view of how that email content is performing wherever the template is used.
You can use these metrics to:
- Compare the volume of completed and skipped email actions using a template.
- Identify overdue Manual email actions associated with the template.
- Review recorded opens and replies.
- Compare completion timing across templates.