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A Quick Email Performance Optimization in Marketo Improves Deliverability by 30% and Click-Through Rates by 25% for a B2B Client

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Enhanced Engagement

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Improved Deliverability

Client Objective

A client sought Xgrid’s expertise to optimize their Marketo Email Performance Reports. The primary goals were to improve email deliverability, enhance engagement, and gain deeper insights into campaign performance.

Challenges

1

Inconsistent reporting metrics, particularly with bounce and unsubscribe data.

2

Difficulty isolating activities from deleted contacts, leading to inaccurate performance analysis.

3

Limited tracking of link clicks, making it challenging to assess true engagement levels.

4

Lack of a clear framework for prioritizing bounce categories and email activity tracking.

Objectives

1

Establish a structured and accurate email performance reporting system in Marketo.

2

Improve email deliverability by identifying and addressing bounce-related issues.

3

Enhance engagement tracking through refined link click monitoring.

4

Ensure data accuracy by filtering out irrelevant activities, such as deleted contacts.

5

Provide actionable insights for optimizing future email campaigns.

Solution

Xgrid conducted a comprehensive assessment of their existing segmentation logic and identified areas for optimization.

Step 1: Initial Assessment and Challenges

1

Inconsistent reporting metrics, particularly concerning bounces and unsubscribes.

2

Difficulty isolating activities from deleted contacts, affecting data accuracy.

3

Limited tracking of link clicks, leading to skewed engagement reports.

Step 2: Creating the Email Performance Report

Step-by-Step Process:

1

Select Email Performance Report Type:

Guided the client to navigate to a Program and choose the Email Performance Report type.

2

Set the Time Frame:

Configured the report to capture relevant data based on the initial send date.

3

Explore the Report:

Helped the client analyze key performance indicators such as Delivered, Opened, Clicked, and Unsubscribed.

Step 3: Filtering and Refining Data

Key Actions:

1

Filter for Active People:

Applied an Email Address filter to exclude deleted contacts.

2

Examine Email Activity Metrics:

Focused on essential columns like:

  • Hard Bounced: Emails rejected due to permanent conditions.
  • Soft Bounced: Emails rejected due to temporary conditions.
  • Clicked Link: Tracked engagement through link clicks.
  • Unsubscribed: Evaluated issues with email content or frequency.
  • Aborted: Captured emails that failed delivery after three days.

Step 4: Refining Report Logic

Rules Implemented:

1

Activity Record Rule:

Each email activity was categorized as Delivered, Hard Bounced, Soft Bounced, or Pending.

2

Open Rule:

Opened emails were automatically counted as Delivered.

3

Click/Unsubscribe Rule:

Clicks and unsubscribes were counted as both Delivered and Opened.

4

Bounce Prioritization Rule:

Prioritized Hard Bounced over Soft Bounced and Delivered if the email wasn’t opened.

5

Aborted Rule:

Marked emails as Aborted if no activity was recorded within three days.

Step 5: Data Monitoring and Reporting

Best Practices:

1

Regular Report Reviews:

Encouraged ongoing reviews of bounce and unsubscribe metrics to optimize email lists and content strategies.

2

Link Click Tracking:

Provided insights into top-clicked links for more targeted content.

3

Setting Up Alerts:

Recommended alerts for key metrics like Hard Bounces and Unsubscribes for proactive issue resolution.

Results Delivered

Through Xgrid’s structured approach, the client achieved:

1

Improved Deliverability:

Reduced bounce rates by 30%.

2

Enhanced Engagement:

Increased click-through rates by 25%.

3

Accurate Insights:

Comprehensive reports provided actionable data for future campaigns.

4

Proactive Monitoring:

Alerts enabled swift identification and resolution of performance issues.

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