How to Configure the Daily & Hourly Email Engagement Report

IMPORTANT NOTE: Currently this Email Engagement report no longer displays Opened metrics. This is because of a change that email providers have made that doesn’t allow the pixel placed in the email to trigger the Keap automation link that applies the Opened tag.

General Setup

This report template shows the best combinations of Days and Times to send emails to your list. Start by clicking the “+” icon on your dashboard. Then type “Daily” into the search bar and click the “Daily & Hourly Email Engagement” Widget.

Click on the plus button and then type daily into the search box. Then click on the Daily & Hourly Email Engagement report

This report is only displayed as a Heat Map. Go to the “Options” tab and choose all of your Open or Click tags that you want to measure for email engagement.

Click on the Options tab and choose your open and click tags
Make sure to click on Add after choosing your tag for email engagement reporting

Next, define the time frame you wish to look at based on when the opens or clicks took place. In other words, when the tag got applied. I’m going to leave this as Rolling Dates, but set it to look at the last 21 Days. That way I’m looking across a few weeks as opposed to one, ultimately supplying me with more data that is more accurate.

Chose the date range from when the tags were applied that you'd like to see for email engagement
I've chosen rolling dates for the last 21 days

Criteria Builder and Alerts

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report. This way you can filter out certain contacts for any reason you can imagine.

Use criteria builder to add additional rules and requirements to the email engagement report

Lastly, feel free to set alerts in the Alerts tab for if your values rise above, or fall below a threshold of your choosing.

Set alerts in the alert tab for when your values rise above or fall below a threshold of your choosing

Once you have your alerts set, click “Save Preferences” on This Widget and your done!

Now that you’re finished here, take a look at some of our other articles about email reporting! If you like our reporting, help us out by leaving a five-star review on the Keap store!

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