Feedback & Surveys Templates

Email Marketing Report Templates

Report on email performance clearly. No fluff, just the metrics that matter.

Email marketing reports should answer two questions: How are we doing? And what should we do differently? These templates structure your reporting around the metrics that matter, with clear context so stakeholders can actually act on the data.

Ready-to-Use Templates

Copy these templates and customize them for your needs. Each includes HTML and plain text versions.

Weekly Performance Summary
Quick weekly update on email marketing metrics
Weekly team updates and standups
Subject Line

Email Report: Week of {{weekStartDate}} - {{emailsSent}} emails sent

Preview Text

This week's email performance at a glance.

Personalization Variables:
{{companyName}}{{weekStartDate}}{{emailsSent}}{{openRate}}{{clickRate}}{{campaignOne}}{{campaignOneResult}}{{campaignTwo}}{{campaignTwoResult}}{{weeklyInsight}}
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Monthly Performance Review
Comprehensive monthly email marketing report
Monthly stakeholder and leadership reports
Subject Line

{{monthName}} Email Report - {{revenue}} in email-attributed revenue

Preview Text

Full monthly breakdown with trends and recommendations.

Personalization Variables:
{{companyName}}{{monthName}}{{emailsSent}}{{emailsSentChange}}{{openRate}}{{openRateChange}}{{clickRate}}{{clickRateChange}}{{revenue}}{{revenueChange}}{{topCampaign}}{{topCampaignResult}}{{recOne}}{{recTwo}}{{recThree}}
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Campaign Post-Mortem
Detailed analysis of a specific campaign's performance
Post-campaign analysis and team learning
Subject Line

Campaign Report: {{campaignName}} - {{openRate}}% open rate

Preview Text

Full breakdown of what worked and what didn't.

Personalization Variables:
{{companyName}}{{campaignName}}{{sendDate}}{{recipientCount}}{{openRate}}{{clickRate}}{{unsubRate}}{{revenue}}{{workedOne}}{{workedTwo}}{{improveOne}}{{improveTwo}}{{nextSteps}}
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List Health Report
Subscriber list growth and health metrics
Monthly list hygiene and growth tracking
Subject Line

List Health: {{monthName}} - {{totalSubscribers}} subscribers

Preview Text

Growth, engagement, and hygiene metrics.

Personalization Variables:
{{companyName}}{{monthName}}{{totalSubscribers}}{{newSubscribers}}{{unsubscribed}}{{netGrowth}}{{bounceRate}}{{engagedPercent}}{{assessment}}
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A/B Test Results
Report the outcome of an email A/B test to your team
Sharing A/B test outcomes and building a testing culture
Subject Line

A/B Test Results: {{testName}} - we have a winner

Preview Text

Here's what we tested, what won, and what to do next.

Personalization Variables:
{{companyName}}{{testName}}{{testDescription}}{{variantAOpenRate}}{{variantBOpenRate}}{{variantAClickRate}}{{variantBClickRate}}{{variantAConversions}}{{variantBConversions}}{{winningVariant}}{{winnerExplanation}}{{learnings}}{{nextTest}}
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Deliverability Report
Track inbox placement, bounces, and spam complaints
Monthly deliverability monitoring and inbox placement tracking
Subject Line

Deliverability Report: {{monthName}} - {{deliveryRate}}% delivery rate

Preview Text

Bounce rates, spam complaints, and inbox health.

Personalization Variables:
{{companyName}}{{monthName}}{{deliveryRate}}{{bounceRate}}{{spamRate}}{{hardBounces}}{{hardBouncesChange}}{{softBounces}}{{softBouncesChange}}{{spamComplaints}}{{spamComplaintsChange}}{{statusSummary}}{{actionOne}}{{actionTwo}}
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Automation Performance Report
Summarize how your email automations and sequences are performing
Monthly or quarterly reviews of automated email sequences
Subject Line

Automation Report: {{reportPeriod}} - {{totalAutomationRevenue}} in revenue

Preview Text

How your sequences and automations did this period.

Personalization Variables:
{{companyName}}{{reportPeriod}}{{activeSequences}}{{totalAutomationEmails}}{{totalAutomationRevenue}}{{seqOneName}}{{seqOneSent}}{{seqOneConvRate}}{{seqTwoName}}{{seqTwoSent}}{{seqTwoConvRate}}{{seqThreeName}}{{seqThreeSent}}{{seqThreeConvRate}}{{optimizationNotes}}
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Quarterly Executive Summary
High-level quarterly email marketing report for leadership
Quarterly leadership presentations and board updates
Subject Line

{{quarterName}} Email Marketing Summary - {{quarterRevenue}} revenue

Preview Text

Quarterly results, trends, and strategic recommendations.

Personalization Variables:
{{companyName}}{{quarterName}}{{quarterRevenue}}{{totalEmailsSent}}{{avgOpenRate}}{{listGrowth}}{{highlightOne}}{{highlightTwo}}{{highlightThree}}{{challenges}}{{strategyOne}}{{strategyTwo}}{{strategyThree}}
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Client Campaign Report
Agency report to share campaign results with a client
Agencies reporting monthly results to clients
Subject Line

Your {{monthName}} Email Report - {{campaignCount}} campaigns sent

Preview Text

Here's how your email marketing performed this month.

Personalization Variables:
{{agencyName}}{{clientName}}{{clientContact}}{{monthName}}{{campaignCount}}{{openRate}}{{industryOpenRate}}{{clickRate}}{{industryClickRate}}{{revenue}}{{activityOne}}{{activityTwo}}{{activityThree}}{{planOne}}{{planTwo}}
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Revenue Attribution Report
Break down how much revenue each email channel is driving
Proving email marketing ROI to leadership and finance teams
Subject Line

Email Revenue Report: {{reportPeriod}} - {{totalEmailRevenue}} total

Preview Text

Revenue breakdown by campaigns, automations, and transactional.

Personalization Variables:
{{companyName}}{{reportPeriod}}{{totalEmailRevenue}}{{campaignRevenue}}{{campaignRevenuePercent}}{{automationRevenue}}{{automationRevenuePercent}}{{transactionalRevenue}}{{transactionalRevenuePercent}}{{revenuePerEmail}}{{revenuePerEmailChange}}{{revenueTakeaway}}
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Engagement Segment Report
Show how different subscriber segments are engaging with your emails
Understanding which audience segments need different content or re-engagement
Subject Line

Segment Report: {{reportPeriod}} - engagement by audience

Preview Text

Which segments are thriving and which need attention.

Personalization Variables:
{{companyName}}{{reportPeriod}}{{segOneName}}{{segOneSize}}{{segOneOpenRate}}{{segOneClickRate}}{{segTwoName}}{{segTwoSize}}{{segTwoOpenRate}}{{segTwoClickRate}}{{segThreeName}}{{segThreeSize}}{{segThreeOpenRate}}{{segThreeClickRate}}{{segFourName}}{{segFourSize}}{{segFourOpenRate}}{{segFourClickRate}}{{observationOne}}{{observationTwo}}{{actionOne}}{{actionTwo}}
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Year-in-Review Report
Annual email marketing performance summary
Annual planning, board presentations, and team retrospectives
Subject Line

{{year}} Email Marketing Year in Review - {{annualRevenue}} in revenue

Preview Text

The full picture of what email did for us this year.

Personalization Variables:
{{companyName}}{{year}}{{nextYear}}{{annualRevenue}}{{totalEmailsSent}}{{campaignsSent}}{{listGrowthPercent}}{{winOne}}{{winTwo}}{{winThree}}{{bestCampaign}}{{bestCampaignResult}}{{lessonOne}}{{lessonTwo}}{{priorityOne}}{{priorityTwo}}{{priorityThree}}
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Best Practices

Always compare to the previous period. Numbers without context are meaningless.

Include 1-3 actionable recommendations, not just data.

Lead with the most important metric for your business (usually revenue or conversions).

Keep weekly reports brief. Save deep analysis for monthly reviews.

Track list health monthly - a growing list that isn't engaged is worse than a smaller engaged one.

Common Mistakes

Reporting vanity metrics (opens) without business metrics (revenue, conversions).

Sending reports with data but no analysis or next steps.

Reporting too infrequently - problems compound when you don't catch them early.

Including too many metrics - stakeholders need focus, not data overload.

Subject Line Examples

Timing & Performance

Best Days
Tuesday, Wednesday, Thursday
Best Times
9:00 AM, 2:00 PM
Open Rate
25-35%
Click Rate
3-5%

Personalization Tips

Lead With Revenue, Not Opens

Open rates are interesting. Revenue is what pays salaries. Always lead your reports with the business impact - how much revenue, how many conversions, how many new customers email drove. Then support with engagement metrics.

Compare Everything

A 25% open rate means nothing in isolation. Is that up or down from last month? How does it compare to your average? Context turns data into insight. Every number in your report should have a comparison point.

Include the "So What"

Data without analysis is homework for the reader. Every report section should answer "so what?" - what does this mean and what should we do about it? Two sentences of analysis are worth more than ten extra data points.

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Frequently Asked Questions

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