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CRM & Email Metrics Deep Dive

CRM & Email Metrics Deep Dive
Marketing Analytics & Tools

CRM & Email Metrics Deep Dive

Look beyond open rates and understand what your CRM and email data is really telling you. This e-learning material covers deliverability, engagement, conversion and revenue measures, list health and the long-term value of each customer. It suits marketers and business owners who send regular email and want to plan campaigns around the figures that show long-term value to the business.

Levels
4
Starting from
260 credits
Category
Marketing Analytics & Tools
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Beginner

  • What this level covers

    This level introduces open rate, click rate, click-to-open rate, bounces, unsubscribes and list growth, plus basic CRM measures such as contacts, lead status and deal stages. It also explains why some figures, like opens, are less reliable than they seem.

  • Who it suits

    Made for marketers and business owners who send emails or keep customer records but are unsure which numbers show success. It suits beginners who want to understand the basic measures behind CRM and email.

  • What you can apply afterwards

    You should be able to read a basic email report, explain what each main figure means in plain words and notice warning signs such as rising bounces or unsubscribes early enough to act.

Level 1

260 credits

Inside this material

Email platforms and CRM systems report dozens of numbers, and it is easy to optimise the wrong one. This e-learning material sorts those figures into a clear order, from whether a message arrives at all to whether the relationship earns money over time.

Early levels cover deliverability, bounce and complaint rates, and why open rates have become less reliable. The next levels look at clicks, conversions and revenue per recipient, then at list growth, inactivity and how to segment contacts by behaviour. Later material connects email results to CRM records so you can track long-term customer value, repeat purchase patterns and the effect of each campaign on retention.

You apply the ideas by reviewing recent campaigns from your own account and building a short scorecard that guides what you send next.