Email Engagement Metrics Toolkit

Your email engagement metrics, such as open rates and click-through rates, provide valuable insights into the effectiveness of your email campaigns. Tracking this data, especially over time, allows you to optimize your email strategies and tailor content that resonates with your supporters and will ultimately help drive donations and volunteer sign-ups.

We've provided a FREE toolkit to help you easily track email engagement metrics. Simply generate an email engagement report in the DMS and populate the data, and the toolkit automatically takes care of the rest! If you’re new to tracking metrics or generating reports, we’ve also provided simple step-by-step instructions below for you to follow.

First-time Instructions

If it’s your first time tracking email metrics, please follow the instructions below to learn how to generate an email metrics engagement report in the DMS and use the toolkit. You’ll only need to build the email metrics engagement report once to use it to track metrics for subsequent months.

Monthly Update Instructions

Now that you’ve built a DMS email metrics report in the steps above, all you need to do is update the report's date range to update the data in the toolkit. Follow the steps below to learn how!

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