The Coaching Emails page is where managers and reps can focus on Email performance. The page is built of panels and charts that highlight various email activities. If you notice from the Goal performance that a rep seems to be struggling with email performance, these charts can help pinpoint areas for improvement. Then, you can use your 1-1s to focus on developing email skills.
Things to Note: Coaching Email data is gathered from emails sent using Salesloft, or Lofted, whether that be directly from the Salesloft app or extension.
Here are some prompt questions that the data found on the Coaching Emails page can address for a rep’s emails:
- Is the seller adhering to the templates?
- What kind of personalization is the seller doing?
- Is the seller responding to replies appropriately and in a timely manner?
In this article, you will learn about the information found on the Coaching Emails page, including:
The
Coaching Emails page Result’s By panel is a dot plot that compares different types of email results between the individual rep and their peers. Using this chart, you can gauge whether the rep is more or less successful than the rest of the team when it comes to achieving email results.
The “Results” include different possible outcomes a rep may have based on the actions they perform when reaching out to customers. You can change which type of result is shown in the panel by selecting the result name and opening the dropdown menu.
The Results By panel offers the following metrics:
- % Emails On Tim
- % Personalized
- % Positive (default)
- % Replied
The Results By Panel exists inside the Summary, Emails, and Calls Coaching pages with different metrics based on the specific activity being covered. To learn more about the information you see inside the panel, check out the
Coaching Summary Page’s Results By Panel write up.
The Coaching Emails page
Team Comparison Panel is a bar chart that compares an individual rep’s outcomes to the team average. Using this chart, you can gauge if the rep is as efficient as the rest of the team.
You can change which metric is shown in the panel by selecting the metric name and opening the dropdown menu.
The Team Comparison By panel on the Summary page offers the following metrics:
- % Clicked
- % Emails Skipped
- % Opened
- Average (Avg.) Personalization (default)
- Email Touches Per Success
The Team Comparison Panel exists inside the Summary, Emails, Calls, and Recordings Coaching pages with different metrics based on the specific activity being covered. To learn more about the information found inside the panel, check out the
Coaching Summary Page’s Team Comparison Panel write up.
The
Coaching Emails Trend panel is a line chart that looks at email performance over time, specifically the number of emails sent and the
email sentiments accumulated. Using this chart, you can compare how a rep is currently performing to their performance in a previous time period.
For example, if you notice objections increasing over time, you may want to dive into email templates to see if tweaks could be made.
The metrics include quantitative email activity data. You can change which type metric is shown in the panel by selecting the result name and opening the dropdown menu.
The Trend panel on the Coaching Emails page offers the following metrics:
- Emails Sent (default)
- Objection - Competitor
- Objection - No Interest
- Objection - Not the Buyer
- Objection - Timing
- Positive Replies
The Trend Panel exists inside the Summary, Emails, Calls, and Recordings Coaching pages with different metrics based on the specific activity being covered. To learn more about the information found inside the panel, check out the
Coaching Summary Page’s Trend Panel write up.
The
Review Emails Panel on the Coaching Emails page allows you to drill into emails. This panel is perfect for getting an in depth look into the specific types of emails the rep is sending.
The panel is split into tabs based on email categories. Each email category tab includes the name of the tab/metric, number of emails included in that tab according to the time frame, and a period comparison to let you know if the number has increased or decreased since the previous time period. The email categories shown include:
Personalized Emails (default): Will include mostly Sent emails that.
- Positive Replies
- Objection - Competitor
- Objection - No Interest
- Objection - Not the Buyer
- Objection - Timing
Inside the tabs, you will see a list of emails that fit the assigned metric category. The emails are listed in order from most recent to least recent.
Each email listed contains the following details:
- Subject Line
- Status information
- Recipient name
- Metrics: Opens, Clicks, Replies
- Timestamp
- Copy Link: When you hover over the email listing, the Copy Link option appears. Clicking this option will copy the URL to the email details page. This page is beneficial if you would like to share the email thread with your rep for further review.
To get a more in-depth look at the email, click on an individual email. Users with the View Email Content Coaching Permission enabled for their role will be able to see the full email thread inside the Review Emails panel. This view lets you read through the emails correspondence so you can actually read the message in the Coaching view.
