Before you Export Template Metrics

• Templates are exported in CSV format.
• Always review your content before exporting to ensure the appropriate data is shared.

Video - Export Template Metrics

For a quick overview of how to export template metrics, check out this video:

Export Template Metrics Instructions

To export template metrics, follow these steps:

1. Navigate to the Templates Page: Hover over the Content tab on the top navigation panel. Select Templates. This will direct you to the Templates page. 
2. Click the “Export” button: Click Export in the upper right corner of the page. If you only wish to export certain templates, filter and sort your list. Then check the box beside the template(s) you want to export metrics for before clicking Export.
3. Confirm Export: A popup will appear asking if you are sure you want to export metrics for the selected template(s). Click Export.
4. Download: The export will be downloaded. Click the download to view the metrics.

Additional Information: Export Templates

The CSV file will include the following template information:

• Title
• Subject
• Body
• Owner
• # Sent Emails
• # Email Views
• # Email Clicks
• # Email Replies
• % Email Views
• % Email Clicks
• % Email Replies
• Tags
• Archived

Next Steps

• If you are exporting template metrics for reporting purposes, present insights to relevant stakeholders, i.e. sales leaders, enablement teams, or marketing.
• Gauge template performance to decide what actions to take next. You may choose to keep, edit, retire, or scale the template based on its performance.
  • Create a new template
  • Archive a template