Re: Emails per person, per month, over time?

Anonymous
Not applicable

Emails per person, per month, over time?

I'm looking to get some trending insights on how frequently we touch individuals in our database.  Is there a way to pull the average number of emails each record received by month?

e.g.
January - average was 2.4
Feb avg. 2.5
Mar avg 4.6
Apr avg. 4.4
etc

thanks
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8 REPLIES 8
Anonymous
Not applicable

Re: Emails per person, per month, over time?

I am interested in learning how to do this as well! Subscribing.
Anonymous
Not applicable

Re: Emails per person, per month, over time?

In addition to this (subscribing!), I'm looking for research that provides best practices about how many emails is optimal per day/week/month.

In multi-national companies, it's not uncommon to have several different marketing groups with divergent agendas--I'm trying to figure out how to set limits on how many times a person gets contacted by us through Marketo.

Any suggestions?

Sandra
Anonymous
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Re: Emails per person, per month, over time?

Also interested, Subscribed
Iryna_Zhuravel4
Level 8 - Champion Alumni

Re: Emails per person, per month, over time?

Any insights on that? That's a number I am also interested in, strange that marketo doesn't do it out of the box

Anonymous
Not applicable

Re: Emails per person, per month, over time?

Digging up a conversation from long time ago lol. Nice!!! I'm fairly certain though Marketo does not have the ability to do advanced math. Taking away adding is all gravy, but averaging out is something I have yet to see happen.

Anonymous
Not applicable

Re: Emails per person, per month, over time?

I like to know how to do it too. Also like to learn the # of email touches for each leads in database if possible. Can't find any of these info in Marketo right now.

Anonymous
Not applicable

Re: Emails per person, per month, over time?

I've never seen this done through a MA solution. At my previous company we had a guy who would export data and figure it out in Excel. It would be great to have an easy report!

Casey_Grimes
Level 10

Re: Emails per person, per month, over time?

This question was the bane of my existence when I did B2C more regularly. Thankfully the solution is pretty straightforward—but first, a caveat.

How big is your database? Just how many emails are you sending?

I ask because the mechanism to make this work relies on a separate scoring mechanism, and if you're either sending to a lot of different people at one time (think 1 million+) or if you send multiple emails (think you're a spammer and you know it), you really should make the equivalent of what I'm about to describe on nightly batches. Do not pass go, do not collect $200, do not bog your instance down with this.

So, I worked with a company with multiple overlapping departments' (and often conflicting!) goals in terms of what email messaging should be sent to users. I also needed to respect the fact that users should never get more than 2 emails a week as to not be incredibly annoying. As a result, I had multiple score fields set up: a "7 Days Email" score field and a "30 Day Emails" score field. There were further splits per department (because Department A wanted to ensure they were not monopolized by Department B, etc.) but for the sake of this explanation we'll pretend we only need a 7 Day count and a Monthly count.

Score fields are the unsung heroes of Marketo because they allow us to do math, but only to a certain extent. As such, it is imperative that you set these score fields up first in your CRM and then let the mappings flow down to Marketo. Then and only then should you set it as a score field!

So, whenever an email was sent out, each record received a +1 to their 7 Day Count and Monthly Count scores. This rolling score was then used to determine if someone had received too many emails for the week to receive any more messaging (if 7 Day Count is higher than 2, exclude!) and kept a running tally of emails for the month. There were two twin Smart Campaigns to reset the 7 Day Count every Sunday and reset the 30 Day Count on the first Tuesday of the month (so reporting could be gathered on Monday.)

For figuring out mean/median emails sent per month, the CRM was utilized and the aggregated data made splitting up not only overall email frequency but email frequency among different types of records pretty easy.