Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Email Report: Week of {{weekStartDate}} - {{emailsSent}} emails sent
This week's email performance at a glance.
{{monthName}} Email Report - {{revenue}} in email-attributed revenue
Full monthly breakdown with trends and recommendations.
Campaign Report: {{campaignName}} - {{openRate}}% open rate
Full breakdown of what worked and what didn't.
List Health: {{monthName}} - {{totalSubscribers}} subscribers
Growth, engagement, and hygiene metrics.
A/B Test Results: {{testName}} - we have a winner
Here's what we tested, what won, and what to do next.
Deliverability Report: {{monthName}} - {{deliveryRate}}% delivery rate
Bounce rates, spam complaints, and inbox health.
Automation Report: {{reportPeriod}} - {{totalAutomationRevenue}} in revenue
How your sequences and automations did this period.
{{quarterName}} Email Marketing Summary - {{quarterRevenue}} revenue
Quarterly results, trends, and strategic recommendations.
Your {{monthName}} Email Report - {{campaignCount}} campaigns sent
Here's how your email marketing performed this month.
Email Revenue Report: {{reportPeriod}} - {{totalEmailRevenue}} total
Revenue breakdown by campaigns, automations, and transactional.
Segment Report: {{reportPeriod}} - engagement by audience
Which segments are thriving and which need attention.
{{year}} Email Marketing Year in Review - {{annualRevenue}} in revenue
The full picture of what email did for us this year.
Best Practices
Always compare to the previous period. Numbers without context are meaningless.
Include 1-3 actionable recommendations, not just data.
Lead with the most important metric for your business (usually revenue or conversions).
Keep weekly reports brief. Save deep analysis for monthly reviews.
Track list health monthly - a growing list that isn't engaged is worse than a smaller engaged one.
Common Mistakes
Reporting vanity metrics (opens) without business metrics (revenue, conversions).
Sending reports with data but no analysis or next steps.
Reporting too infrequently - problems compound when you don't catch them early.
Including too many metrics - stakeholders need focus, not data overload.
Subject Line Examples
Timing & Performance
Personalization Tips
Lead With Revenue, Not Opens
Open rates are interesting. Revenue is what pays salaries. Always lead your reports with the business impact - how much revenue, how many conversions, how many new customers email drove. Then support with engagement metrics.
Compare Everything
A 25% open rate means nothing in isolation. Is that up or down from last month? How does it compare to your average? Context turns data into insight. Every number in your report should have a comparison point.
Include the "So What"
Data without analysis is homework for the reader. Every report section should answer "so what?" - what does this mean and what should we do about it? Two sentences of analysis are worth more than ten extra data points.
Turn these Email Marketing Report Templates into usable campaigns
Email Marketing Report Templates work best when the reader can tell why the email arrived today. Email marketing report templates for weekly updates, monthly reviews, campaign post-mortems, A/B test results, and more. Copy the format and customize for your team. Before editing tone, decide whether Weekly Performance Summary or Monthly Performance Review owns the clearest next action.
Start by mapping the templates to real customer moments. Use Weekly Performance Summary when the reader needs quick weekly update on email marketing metrics, and rewrite the first paragraph around the exact trigger that made the email relevant. Use Monthly Performance Review when comprehensive monthly email marketing report is the real job, not because the template sounds polished. Campaign Post-Mortem should carry the strongest practical detail. List Health Report can usually be shorter if the reader already understands the context, while A/B Test Results should only exist if it gives the reader a genuinely different reason to act.
The most important triggers on this page are weekly team standup or marketing meeting, monthly business review, post-campaign performance analysis, quarterly strategy review. Use those as the opening context instead of starting with a generic greeting. Write with Marketing teams reporting to leadership, Agencies reporting to clients, Solo marketers tracking their own progress in mind, because those audiences have different tolerance for detail, urgency, and hand-holding. For this category, prioritize make the context specific, keep one clear CTA, and remove claims the reader cannot verify. The core problem is that email marketing data is only valuable if stakeholders understand it. most reports are either too detailed (walls of data) or too vague (just open rates). good reporting drives better decisions. Timing matters here too: Send weekly summaries every Monday. Monthly reports within the first 3 business days of the new month. Campaign reports within 48 hours of campaign completion.
Use merge fields like {{weekStartDate}}, {{emailsSent}}, {{companyName}}, {{openRate}}, {{clickRate}}, {{campaignOne}} only where they make the email more useful. If {{weekStartDate}} or {{emailsSent}} can be missing, write the sentence so it still reads naturally without the field. The search intent behind "email marketing report templates", "email campaign report", "email marketing dashboard", "email performance report template" is practical. Readers want copy they can adapt quickly, so keep the on-page guidance direct and keep the sent email free of SEO phrasing.
| Template | Use it when | Customization that improves it |
|---|---|---|
| Weekly Performance Summary | Quick weekly update on email marketing metrics | Open with the real trigger behind quick weekly update on email marketing metrics. |
| Monthly Performance Review | Comprehensive monthly email marketing report | Add one detail that proves this is not a batch blast. |
| Campaign Post-Mortem | Detailed analysis of a specific campaign's performance | Make the CTA match the reader's current task. |
| List Health Report | Subscriber list growth and health metrics | Cut background copy if the reader already knows the situation. |
| A/B Test Results | Report the outcome of an email A/B test to your team | Send a follow-up only if silence tells you something useful. |
The benefit language should stay concrete: Communicate email marketing ROI clearly to leadership; Track trends over time to spot issues early; Compare campaign performance to identify what works. If a draft cannot support one of those outcomes, it probably needs a sharper CTA or a stronger proof point. Use the best-practice list as a QA checklist: Always compare to the previous period. Numbers without context are meaningless; Include 1-3 actionable recommendations, not just data; Lead with the most important metric for your business (usually revenue or conversions). Those checks are more useful than another round of generic polishing. The easiest ways to weaken these emails are reporting vanity metrics (opens) without business metrics (revenue, conversions).; sending reports with data but no analysis or next steps.; reporting too infrequently - problems compound when you don't catch them early.. Fix those issues before adjusting tone.
Send yourself the plain-text version and remove any sentence that only sounds good in a styled template. Weekly Performance Summary should still make sense when it is read quickly on a phone.
Build Beautiful Email Sequences for Your SaaS
Sequenzy helps SaaS founders create automated email sequences that convert. From onboarding to retention - all in one platform.