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How to Set Email Sending Goals for Previously Sent Campaigns

While we recommend that you set Email sending goals for your campaigns at the time of sending, you can also set goals for the campaigns sent in the past.

Note: When you set goals for a previously sent campaign, goal performance is evaluated using the data beginning from the moment the campaign was originally sent to the current time.

How to Set Sending Goals for Previously Sent Email Campaigns?

Step 1

Create a New Goal

Use the Main Menu on the left to expand the Create menu and click Goal.

Email sending goals. The goal option in the create menu is highlighted

The next screen will list all the goals created so far. You can edit an existing goal or create a new one. To create a new goal, use the Create Goal button (as highlighted in the screenshot below) and proceed to the next step.

Email sending goals, previous campaign. The create goal button is highlighted

Step 2

Give the Goal a Relevant Name and Description

This description is purely for your reference purpose. Your customers will not see this, so make it as informative as you want. It will make goal identification easier in the future. Click Continue when done.

Email sending goals, previous campaign. Name and describe your goal

Step 3

Select the Email Sending for Goal Setting

The Goal Purpose dropdown menu lists the different types of goals you can create for your campaigns. From this menu, click Email Sending (as shown in the screenshot below):

Email sending goals, previous campaign. Select goal purpose form a dropdown menu

From the subsequently displayed menu, select the relevant Email sending for which you wish to set the Email sending goals.

Email sending goals, previous campaign. Select email for your email sending goals

Note: In this menu, only those sendings are available for selection for which no sending goals have yet been set. To edit previously set Email sending goals, please use the Edit option displayed against a goal listing in the above-described Step 1.

Step 4

Enter Your Goal Parameters

In the expanded menu that is consequently displayed, enter the target performance values for your Email sending.

Email goals, previous campaign. Email page performance overview. Enter KPIs

You can:

  • Enter the KPI performance targets manually; Or

    Email sending goals. Set goals by goal rate percentages or goal quantity

  • Autofill the KPI performance targets using a pre-saved Goal template (as highlighted in the screenshot below). These templates are meant to serve as a starting point. You can always edit the entries as per your requirements.

    Prefill goals from template. The drop down menu is highlighted

    Specify the start and end dates between which you want to measure the Email Sending’s performance and click Save.

Voila, you have successfully set performance goals for your Email sending. Now that you have quantified the goals you wish to achieve, sit back and let us keep an eye on them!

For the times you wish to evaluate the sending performance, navigate to the Insights section and check whether your Email sending has kept up with the set goals!