(New Platform) How do I build an email profile?

Profiles allow you to set custom measurement goals to analyze your emails against metrics such as page views, conversions, open rates, CTR and unsubscribe rates.

Objective

Create email scoring profiles to guide you through optimizing emails and campaigns.

Procedure

Step One

Sign into Atomic Reach and navigate to the Email side of the platform (top left):

Step1

Step Two

Navigate to the Profiles tab underneath "Manage Emails."

Step2

Step Three

Click the red "Create New" button at the top right side of the page.

Step3

Step Four

Select your preferences for Subject Line Engagement. Once you make a selection your preferred metric will appear on the top right side of the screen. To modify, simply click "edit."

SubjectLine2-1

Step Five

Select your preferences for Body Engagement. Once you make a selection your preferred metric will appear on the top right side of the screen. To modify, simply click "edit."

SLEngagement

Step Six

Campaigns: Select the campaigns you would like to include in the profile. The recommendation is to include campaigns with similar goals. Using the check boxes located to the left of the campaign name, select all the campaigns you would like to include and then use the "Add Selected" button. Choosing "No Campaign" will include all emails not tied to a particular campaign.

Please note that the "Add Selected" button will only appear after you have begun selecting campaigns.

Step5a

If you selected a campaign in error, you can edit this list by checking the box of the campaign you would like to remove and clicking "Remove Selected."

Step5b

Step Seven (Optional)

Refine the list of emails within the campaign you selected in the previous step. If you do wish to customize this list, use the left column "Emails" to add to the profile list and the right column "Emails Selected for New Profile" to remove.

Step6

Step Eight

Create a meaningful title for your profile.

Step7

Step Nine

Complete the scoring profile by clicking the "Build Profile" button.

Step Ten

Review the statistics generated for the scoring profile you just created!

Step8

Note the middle section for "Subject Line" where you can scroll through several measures - clicking directly on each one opens a pop-up window with an interactive bar chart which you can inspect for more details on that particular measure.

Step9a

The black line indicates how many emails you have written at a specific level, the blue bar demonstrates audience engagement.

Step9b

Further down the page is an inventory of all of the emails captured in this scoring profile - which you can sort by clicking the top of each column. This is another opportunity to review and audit the emails that this particular profile features.

step9c

Troubleshooting

  • If you are experiencing issues, please reach out to support@atomicreach.com and we'd be happy to help you resolve this issue.