SOP 19Draft — pending review

Review email performance

Read the metrics correctly and look beyond opens.

Purpose and outcome

Why it matters. Good decisions need correctly understood numbers.

Expected outcome. A short written summary of what worked and what to change.

When to use it

  • 24–72 hours after a send, and again after a week.

Prerequisites and access

  • A sent email.

Suggested roles (not yet approved): Marketing Coordinator

Key concepts

Metrics and denominators

MetricMeans
SentMessages HubSpot attempted to send.
DeliveredSent minus bounces.
BouncesRejected by the receiving server.
Open rateOpens ÷ delivered. Inflated or hidden by privacy features.
Click rateClickers ÷ delivered.
Click-to-open rateClickers ÷ openers. Not the same as click rate.
UnsubscribesPeople who opted out from this email.

Instructions

  1. 1

    Open the email’s performance view.

    From training· ~1:11:30
  2. 2

    Check delivered and bounces first.

    Recommended practice
  3. 3

    Compare click rate with previous similar emails.

    Recommended practice
  4. 4

    Open the click map to see which links were clicked.

    From training· ~1:12:00
  5. 5

    Check follow-through such as registrations, if tracked.

    Recommended practice
  6. 6

    Write two or three lessons for the next email.

    Recommended practice

Interpretation example

If the top CTA gets most clicks and lower buttons get none, move key actions up next time. (Illustrative; not Caivan results.)

Completion checklist

0 of 4 complete

Common mistakes and troubleshooting

Very high opens, few clicks.

Automated opens may inflate the number. Focus on clicks.

Sources and items needing confirmation

Account configuration described in training reflects September 28, 2026 and may have changed.