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

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