There are four parameters considered with each Templates:

  1. Usage: That is how many times the template has been used in the emails.
  2. Open: That is how many times the email has been opened at least once in which the template was used.
  3. Performance: That is the ratio of Usage and Open.
  4. Last Used: That is when was the last time the template was used.

When you create a template, all above parameters are zero.

If you send an email using the template, then the Usage is increased and Last Used will update. When that email is opened by the recipient very first time, then the Open will increase.

Example:

Follow the steps and see how the performance works in the template:

  • Create template (Usage: 0, Open: 0, Performance: 0, Last Used: NA)
  • Send an Email1 with the template @ 1 May 2018 (Usage: 1, Open: 0, Performance: 0, Last Used: 1 May 2018)
  • Send an Email2 with the template @ 2 May 2018 (Usage: 2, Open: 0, Performance: 0, Last Used: 2 May 2018)
  • Email1 was opened (Usage: 2, Open: 1, Performance: 50%, Last Used: 2 May 2018)
  • Email1 was opened (Usage: 2, Open: 1, Performance: 50%, Last Used: 2 May 2018)
  • Email2 was opened (Usage: 2, Open: 2, Performance: 100%, Last Used: 2 May 2018)
  • Send an Email3 with the template @ 12 May 2018 (Usage: 3, Open: 2, Performance: 67%, Last Used: 12 May 2018)
  • Email2 was opened (Usage: 3, Open: 2, Performance: 67%, Last Used: 12 May 2018)
  • Email1 was opened (Usage: 3, Open: 2, Performance: 67%, Last Used: 12 May 2018)
  • Email3 was opened (Usage: 3, Open: 3, Performance: 100%, Last Used: 12 May 2018)

Notes:

  • For scheduled emails, the Usage and Last Used will get updated when the email is actually sent at scheduled time. It will not effect template performance if the email is still in scheduled status.
  • For draft emails, the Usage and Last Used will not get updated at all.
  • Currently we only consider template usage for individual emails, we don't consider templates used in Campaigns (Future pipeline).
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