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Considerations for Email Reports
Depending on your org’s email setup, use different techniques to report on email usage and effectiveness.
Required Editions
| Available in: Essentials, Professional, Enterprise, Performance, and Unlimited editions |
Einstein Activity Capture
If your org is using Einstein Activity Capture, see Activity Metrics for how to get and use data on emails.
Outlook and Gmail Integration
If your org is using an email integration, manually logged emails and events are reportable. If you have Sales Engagement enabled, you can also report on which email template, if any, was used with an email.
See Outlook and Gmail Integration and Inbox Features for more information about this feature.
Outlook and Gmail Integration with Inbox
If your email integration includes the Inbox productivity features, your reporting can also include knowing when recipients open emails and when recipients click links in emails.
For example, you can create a field in a report that checks if the FirstOpened field is NULL or not. If it isn’t NULL, then that email has been opened. Using this
information, you can determine if outgoing emails are successful or not.
If your reps are manually logging incoming emails, and the report groups records by Email ID, then you can easily see how many emails are getting
a response. Analyze these emails to see why they’re so effective, and replicate that across
your org.
We recommend grouping by Email ID; otherwise, the
grouping is by recipients.
The fields Tracked and IsIncoming are included by default.
See Outlook and Gmail Integration and Inbox Features for more information about what you can report on.
Lightning Experience
When you’re composing emails in Salesforce Lightning Experience and Enhanced Email is enabled, you can report only on your outgoing emails.
See Report on Email Messages for more information on setting up email reports.
These reports provide summary engagement information. To see information at the recipient level, use Engagement reports.
Sales Engagement
Automatic Emails in Sales Engagement cadences aren’t reported in the Email Message report. Instead, use the list email activity report.
See Report on Email Messages for more information on setting up list email reports.
