This article outlines how to monitor email deliverability, focusing on key metrics such as open rates, click-through rates, and bounce rates
The platform enables you to send bulk emails—such as newsletters, investor updates, and announcements about new investment opportunities—with ease. Once the emails are sent, you can track investor engagement through key metrics like Delivered, opens, clicks, and bounces, all seamlessly monitored within the platform.
To learn more about configuring and sending bulk emails, please click here for detailed instructions.
Steps to Monitor Email Deliverability
Navigate to Emails > Manage Emails > Sent Emails.
Here, you will find a comprehensive list of all the email campaigns you have sent. This section provides valuable insights, including the status of each campaign, the recipients, delivery rates, open rates, click rates, and bounce rates.
To view detailed reports for individual investors, simply click on the hamburger icon located under the Actions column.
Email Campaign Statuses Overview:
| Section | Status / Metric | Definition |
|---|---|---|
| Campaign Status | Scheduled | The campaign is scheduled for a future date and will remain in this status until it's time to begin sending. Example: Campaign scheduled to go live at 10:00 AM tomorrow. |
| Pending |
The email campaign is queued and will begin sending once processing starts Example: Email campaign is queued, but they haven't started sending yet. |
|
| Sending |
The email sending process has begun, and the system is currently distributing emails. Example: Campaign is in progress—3,000 of the 10,000 emails have been sent. |
|
| Completed |
The system has completed processing all emails, marking the end of the campaign. Example: 9,845 emails were sent, and the campaign is now closed. |
|
| Recipients | Recipients |
Total number of contacts added to the campaign, regardless of delivery success. Example:12,000 contacts were chosen from your CRM as recipients for this email campaign. |
| Opt-Outs | Opted Out / Unsubscribed |
Contacts who have unsubscribed from email communications. They will no longer receive future emails. Example: A recipient clicked the "Unsubscribe" link at the bottom of your last email.. |
| Delivery | Not Sent |
These contacts were skipped because of prior delivery failures (bounces), so no emails were attempted. Example: Recipients who had bounce issues in prior campaigns were not included in this one |
| Sent To | Number of emails successfully sent, excluding opted out, unsubscribed, invalid, and duplicate addresses. Example: Of the 12,000 recipients, 11,500 were actually sent an email. |
|
| Delivered | Emails that were successfully delivered to recipient inboxes. Does not confirm if the email was opened. Example: 10,100 of the 10,500 sent emails reached the recipients' inboxes. |
|
| Engagement | Opened | Recipients who opened the email. Helps gauge the effectiveness of subject lines and first impressions. Example: 4,800 recipients opened your email |
| Clicked | Recipients who clicked links or call-to-actions within the email. A key measure of content engagement. Example: 950 people clicked the “Schedule a Call” or Email button in your email. |
|
| Failures | Bounced | Emails that failed to deliver. Hard Bounce: Permanent issues (e.g., invalid address). Soft Bounce: Temporary issues (e.g., full inbox). Example: 100 emails bounced—70 hard, 30 soft. Helps clean bad addresses.[Learn more about bounced emails.] |
Retrieve the List of All Bounced Emails
It is normal for email campaigns to encounter a certain percentage of bounced emails, which can happen for various reasons. To better understand the different types of bounces and the best practices for reducing them, please refer to our comprehensive guide.
You can view all bounced emails from your campaigns by navigating to Email > Manage Emails > Bounced Emails.
👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.