Expert Insights is a monthly report that will give you deeper visibility into the health and performance of your email program. This report equips you with the data and insights you need to reach the inbox and increase your email ROI. See an example of Expert Insights report.
Expert Insights is designed to help you:
Expert Insights analyzes your email funnel, providing visibility into how your email is performing as it is sent, delivered, opened, and clicked by your recipients. The report highlights any potential leakage points (for example, blocked emails) and opportunities to improve deliverability and engagement based on our deep expertise in email. This report spans a calendar month. Throughout the report, we compare data period-to-period (30-days to the previous 30-days).
To get the most out of Expert Insights, we recommend that customers have click- and open-tracking enabled and that customers use categories to separate their email data.
For privacy reasons, your first Expert Insights report will cover 37 days of data or as much time as you’ve been a SendGrid customer. If you're a new customer, SendGrid will populate areas of the report that look back past 37 days over time.
Categories will be stored as a “Not PII” field and may be used for counting or other operations as SendGrid runs its systems. These fields generally cannot be redacted or removed. You should take care not to place PII in this field. SendGrid does not treat this data as PII, and its value may be visible to SendGrid employees, stored long-term, and may continue to be stored after you’ve left SendGrid’s platform.
Categories help organize your email analytics by enabling you to tag emails you send by topics you define. We recommend using 3-5 categories so we can provide more detailed email analytics in your Expert Insights report.
Currently, only Pro and Premier accounts can purchase Expert Insights.
Need additional help? SendGrid's team of Email Consultants have over 95 years of combined email experience. If you're having any email issues or would like advice on how to optimize engagement, talk to one of our consultants today.
Please reach out to our Support team at any time to change the email recipients of your monthly reports or the subuser that the report pertains to.
You will still receive a report if you have paid for a report this month but have not yet received it. This will be your final report. We will immediately stop collecting your data after your last report. While you can always re-purchase Expert Insights through our Sales Team, note that you will see a gap in your report data if you do so.
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