Email Campaign Performance & Salesforce Dashboards
Overview
During the April 5 check-in, Mark reviewed PaperTube's outbound email campaign metrics and demonstrated two new Salesforce dashboards built to track campaign performance. A new high-potential lead ("Goat Foods") was also identified and added to the campaign.
Related context: [1] | [2]
Campaign Metrics
| Metric | Value |
|---|---|
| Emails Sent | 352 |
| Open Rate | 9% |
| Click Rate | 1% |
Interpretation: The low click rate is expected and not a cause for concern. The campaign uses plain-text emails with minimal calls to action — clicks are not the primary conversion signal for this format. Open rate at 9% is a reasonable baseline for cold outbound.
New Lead: Goat Foods
- Identified as a strong prospect during the meeting
- Mark had already researched the company independently before the call
- Added to the active email campaign sequence
Salesforce Dashboards
Two dashboards were built and demonstrated to the client:
1. ABM Performance Dashboard
- Pulls contact count data from Orbit to provide accurate audience sizing
- Addresses a known gap in standard Salesforce reporting, which cannot reliably count unique contacts across campaigns
- Designed for account-based marketing (ABM) visibility
2. Standard Campaign Engagement Dashboard
- Provides detailed charts and tables on campaign engagement metrics
- Covers opens, clicks, and delivery data at a granular level
Note: Mark flagged that the ABM dashboards need to be renamed in Salesforce for clarity before sharing with the client. This is an open action item.
Action Items
- [ ] Rename ABM dashboards in Salesforce for clarity before client review (@Mark Hope)
Related
- [3] — DNS and landing page setup completed in the same session
- [2] — Full meeting notes