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Zoho CRM

Email Insights

Email Insights in Zoho CRM is a dashboard and reporting feature that tracks the performance of emails sent from Zoho CRM, including…

Email Insights in Zoho CRM is a dashboard and reporting feature that tracks the performance of emails sent from Zoho CRM, including open rates, click rates, reply rates, and bounce rates at both the individual email level and the campaign level. It helps sales teams understand which emails are being read and which leads are engaging.

What Email Insights Tracks

Email Insights shows: total emails sent, delivered, opened, clicked, replied, bounced, and unsubscribed. For individual records, the email timeline shows which specific emails the contact has opened, when they opened them, and which links they clicked. At the campaign or template level, aggregate metrics show which templates are performing best.

Email Insights and Signal Notifications

Email Insights provides historical aggregate data. Signal Notifications provide real-time in-app alerts when a specific contact opens an email or clicks a link right now. Both features use the same tracking data but serve different purposes: Signals are for immediate rep action, Email Insights is for retrospective analysis and template optimisation.

Industry Example

SaaS Sales: A SaaS company analyses Email Insights monthly to evaluate their 12 standard email templates. They find that their “Case Study” email template has a 52% open rate and 18% click-through rate, while their “Feature Update” template has only a 24% open rate. They replace the underperforming template with a new version modelled after the case study format and A/B test the result over the following month.

Frequently Asked Questions

What is Email Insights in Zoho CRM?

Email Insights is a reporting and tracking feature that shows how emails sent from Zoho CRM perform. It tracks open rates, click rates, reply rates, and bounces at the individual email and template level, helping sales teams understand which communications are resonating with prospects.

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