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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce’s native reporting fails to provide email engagement metrics due to EmailMessage object limitations, restricted access to email interaction data, and inability to calculate complex engagement formulas.
Here’s how to extract granular email data and transform it into meaningful engagement metrics like response rates, conversion tracking, and sales cycle impact analysis.
Extract comprehensive engagement metrics using Coefficient
CoefficientSalesforce’sSalesforce’sdirectly addressesengagement reporting limitations through advanced data extraction and custom metric creation thatstandard reports simply cannot provide.
How to make it work
Step 1. Import raw EmailMessage data with all fields.
Extract EmailMessage records with comprehensive field selection including timestamps, status information, and recipient details. Pull all available engagement data that native reports can’t access.
Step 2. Extract related Task and Event records.
Import Task and Event data related to email follow-ups and responses. This captures engagement sequences that show how recipients interact after receiving emails.
Step 3. Create custom engagement calculations.
Build spreadsheet formulas that calculate engagement metrics native Salesforce reports cannot perform. Use COUNTIFS, AVERAGEIFS, and date functions to measure response rates and timing.
Step 4. Build response rate metrics.
Correlate sent emails with subsequent tasks, events, and opportunity progression. Calculate metrics like email-to-meeting conversion rates and response timeframes using custom formulas.
Step 5. Implement time-based engagement tracking.
Use date filtering and automated refresh schedules to track engagement patterns over time. Monitor how engagement rates change across different time periods and campaigns.
Step 6. Generate engagement trend reports.
Use snapshot functionality to preserve historical engagement data. Build trend analysis that shows engagement performance over weeks, months, and quarters.
Start measuring email engagement effectively
Extract your dataStop letting Salesforce’s reporting limitations prevent you from understanding email engagement. Coefficient extracts the granular data you need to build meaningful engagement analytics that drive better sales outcomes.and start measuring what matters.
