Email report in Nutshell

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What can I learn from the email report?
Your team sends a lot of different kinds of messages from Nutshell: initial outreach, follow-up, pitches, and more. Up until today, you couldn’t measure those different types of outreach.

With this update, you can organize your team’s email templates into groups. For example, you might have “Initial outreach,” “Cold prospecting,” and “Renewal reminders.”

Once you’ve organized your templates, fire up the new email report. You’ll be able to see precisely how many initial outreach, prospecting, and renewal reminders your team is sending each week. Plus, you can compare those groups with the volume of non-templated emails your team sends.

Because you choose how you group your templates, you have total flexibility list of us number over your reporting. For example, if you group templates by funnel stage, you can see how many emails you’re sending in each stage of your funnel and gain insight into how leads are moving between stages.

In addition to reporting by group, you can break your email activity down by team and user so you can see how many emails each department and individual team member is sending.

Quickly find the templates you need with improved email template management
We’ve also overhauled how email templates are organized so that accessing the templates you need is easier than ever.

Here’s a look at the new email template management features:

Centralized email template management
Say hello to the ultimate template hub! You can now easily access, edit, and organize your templates on one user-friendly page.

Customizable group management
Categorize your email templates however works best for your company. For example, you might group templates by funnel stage, customer type, or department. You’re free to create, name, and rename groups however works best for you. You can then report on the groups you create with the new Email report.

Convenient template creation
Creating and organizing email templates has never been this easy! You can create a template from the main email templates page, from within a group, or from the email composer.