Email metrics can be helpful whether you are A/B testing specific messaging content and delivery times or reporting on metrics across your business. Loxo provides the basic tools to drive your analysis across email outreach.
You can view each email sent in the account's Email Log, and you can turn on tracking details with each message that you send. Continue reading below to learn how to view your Email Logs and how to enable tracking metrics on your email messaging.
Keep in mind that the email marketing and digital communication landscape is always changing. Check out our Outreach collection in the Help Center to stay on top of proven practices and email deliverability guidance.
View Email Logs
Loxo provides a log to review and track your outbound communication. This is called your Email Log. You can access your Email Log by following the steps below.
Click the three dots on the navigation bar.
Select Email under the "Logs" section of the menu.
This will take you to the Email Log.
This provides you with a report that will show you all outbound emails that are recorded in your Loxo, when they were sent, who they were sent from, who they were sent to, and their status.
If an email failed, click on the red "Failed" icon for more insight into the failure reason.
If an email's status is "Synced," that means it was sent outside of Loxo and was captured using the two-way email sync.
You can click on the yellow "Retry" icon to try and send a failed email again.
For more information and answers to common questions about email failures or the status of your messages, check out our article explaining Outreach Campaign Results, along with answers to FAQs.
If you're experiencing issues with emails failing to send in Loxo, you can investigate by hovering over the "Failed" badge in the Email Log, which will reveal specific details about the failure. Additionally, if you're viewing the Prospects tab in an Outreach Campaign, you can hover over the grey error message next to recipients who are marked as "Undelivered" or "Pending" for more insight into the issue. For example, maybe it was because the recipient had an invalid email address or there was an issue with the email sync's authentication. Once you have more insight into the failure message, you'll know if you need to update the person's contact information or resync your email before trying again.
Track Email Metrics
The Opened, Clicked, and Downloaded columns on your email log give you stats on your email metrics. When these are enabled, you can gain insight into which emails were opened, if links you included were clicked, and if attachments you included were downloaded.
When it comes to deciphering your Email Logs, here is a quick summary:
A checkmark means we have received feedback on that data, and they opened/clicked/downloaded.
The X means we received feedback, and they didn't open/click/download.
The ? means we were not tracking those stats (likely because they weren't enabled, or it was a "Synced" email).
Whenever you are drafting an email in Loxo, you can click the three dots at the bottom of the editor to enable or disable the tracking metrics. If you don't check these boxes, they will show up as ? in the Email Log.
Understanding Open Rate vs. Click Rate
When analyzing email performance in Loxo, it's important to understand the difference between these key metrics:
Open Rate: Measures how many recipients opened your email, regardless of any further action.
Click Rate: Tracks the percentage of recipients who clicked on links within your email.
These insights help you understand how engaging your content is and can guide improvements to your email strategy. Note that you don't need to include attachments to track these metrics.
Auto Email Tracking
If you don't want to manage email tracking metrics on each individual message you send in Loxo, you can enable automatic tracking metrics. Account admins can turn on automatic email tracking by navigating to Settings > Email. Once email tracking is turned on for opens, clicks, and/or downloads, all emails sent from Loxo will automatically track these metrics, not just Outreach Campaigns.
Note: Adding email tracking to all emails by default may increase your spam rating and result in a higher rate of your messages being filtered to spam or failing to deliver.
Keep in mind that email providers can sometimes preload an email prior to delivering it to the recipient's inbox, which can trigger a tracking pixel and lead to a false positive, or an email that shows as "opened" or "clicked" when the recipient hasn't actually seen it yet. Alternatively, email providers can block a tracking pixel from loading entirely, leading to a false negative, or an email that shows it hasn't been opened despite being viewed and maybe even responded to.
Also, it's important to note that turning off the Email Tracking on the Settings > Email page only applies to manually sent emails. Tracking cannot be disabled for automated emails at this time.
Tracking Differences: Regular Emails vs. Outreach Campaigns
Loxo handles email tracking differently depending on how emails are sent:
Regular Emails: Tracking settings are configurable via the 'turn off open tracking' toggle in your settings. Your organization's admin may have specific policies regarding these settings. These will be visible in your Email logs.
Outreach Campaigns: Open rate tracking for outreach campaign emails is enabled by default and cannot be turned off. This is an intentional feature designed to provide consistent campaign metrics. These will be visible within the campaign itself.
Common Email Questions and Troubleshooting
Test Emails
The 'Send Test' feature in Loxo sends a preview of the subject line and body of your email to your own email address, rather than to the recipient's email. This feature allows you to quickly preview your message without involving the recipient. Since these emails are sent to you from Loxo, user-specific settings like your Email Signature will not be included, and these emails will not appear in the Email Log. Additionally, Merge Tags may not populate as expected, especially Job Tags.
To send a test email that will use your synced email account and appear in your Email Log, you can create a test profile in Loxo. Then, you can draft a message to yourself and click the blue 'Send' button.
To send test emails that include Job Tags, the test email or profile will need to be opened from within a Job Pipeline. Job Tags can only populate properly if the email can be linked to a job in your database.
Emails Sent in Loxo and Your Sent Items
Emails that are drafted and sent in Loxo using a synced email account will appear in the Email Log with the "Sent" status. These emails should also appear in the "Sent" folder of your regular email account, such as your Outlook or Gmail.
If you have two-way sync enabled, emails that are composed directly in your email inbox and sent to people in your Loxo database will be logged on their profile. These will also show up in the Email Log with the "Synced" status.
Emails that are sent as part of Outreach Campaigns in Loxo might not appear in your email client's Sent folder if they are sent 'via Mailgun.' The Mailgun integration handles the sending of these emails, rather than pushing them through your regular synced email account. This is expected behavior due to how Mailgun handles email delivery.
Multiple factors influence your email deliverability, including your overall domain reputation, the reputation of your specific account, the IP reputation, and privacy and security protocols, both on your end and that of your recipients. To improve your email deliverability, we encourage adhering to Loxo's email proven practices and regularly checking your domain's reputation using tools like Talos Intelligence.