This metric display the open rate for all emails sent over a given time period. The goal is set by default to 40% but can be adjusted to your overall target open rate.  Note: the way this report is configured machine opens would be shown in this open rate calculation.

Open rate metric

This email template is based on a referral offer. It features a promotion banner, an explanation of the offer and a clear call-to-action to the referral program.

Referral offer

This report shows you the total attributed revenue by campaign. It&#39;s based on the attribution model you selected in setup. To change the model navigate to Setup &gt;Attribution.  If you&#39;re a SaaS business you can set the attribution to display MRR or ARR. By default the setting is total revenue from the attribution value.This report helps you understand which campaigns drive revenue.

Attributed revenue by campaign

This chart shows the total attributed revenue over a given time period. The attributed revenue is shown cumulatively with a comparison to the previous period. The attributed revenue is based on your attribution settings.

Total attributed revenue

This email template is a good foundation for a welcome and getting started email. It features a single call to action and some links to useful content. There is a clear login button at the top to get the customer to jump back into your app.

Getting started with app

Use the Shopify abandoned cart integration to send an email to re-engage potential buyers

Abandoned cart email

Promote upgrades to annual plans with this email template. Customize the screenshot, colors and key points and you&#39;re ready to switch monthly subscribers in annuals.

App annual subscription offer

Promote your restaurant menu and nudge people to order through an app with this Cinco de Mayo themed email template.

App order menu

This chart shows assigned conversations by week by agent.

Assigned conversations by week

This pie chart shows attributed revenue based on your attribution model by campaign for the given time period. See which campaigns contribute the most revenue.

This metric shows the click rate from all of the emails sent from Autopilot journeys.It&#39;s design for OG users of Autopilot.

Autopilot click rate

This report shows Sent, Open, Click and Unsubscribes for all email metrics from Autopilot.

Autopilot email metric summary

This pie chart shows the total amount of people being added to Autopilot lists.

Autopilot list breakdown

This metric shows the open rate across all emails sent from Autopilot journeys.It&#39;s design for OG users of Autopilot.

Autopilot open rate

This metric shows the unsubscribe rate from all of your Autopilot journeys.It&#39;s design for OG users of Autopilot.

Autopilot unsubscribe rate

This metric shows the average conversation rating over a given time. 5 being the highest performance.

Average conversation rating

This email template was created to drive eBook downloads. We have used an inverse triangle design to guide the eye to the call-to-action button, a tactic that is proven to increase click-throughs.Ebooks can be a great way to attract new leads or educate customers on new offerings and products, but without a strategic plan around driving downloads, they’re unlikely to perform. Email marketing should be a part of any eBook marketing strategy, with downloads being the metric every send is optimized for.When considering your eBook download email, look for a template that has:Impactful headline treatmentEbook cover art prominently featuredEasy-to-read, clean layout that doesn’t overwhelm the eyesMobile-friendly designStrong call to actionInverse triangle design to guide the eye to your download buttonPersonalization optionsOur free eBook download email template checks all the boxes in an easily-customizable format. We have included suggested copy that can be adapted to suit your needs and a footer containing essential links.Ortto has a wide range of email templates that have been designed with best practices front of mind, including a  collection created specifically for B2B. To start using our templates, select your template and sign up or sign in. If you’ve already set up your brand book styling, you can apply it instantly and colors, fonts, headers, and footers will update according to your specifications. From there, it’s easy to change copy and images, write a high-performing subject line using Ortto’s AI subject line writer, and build a targeted audience segment.With a user-friendly email editing tool, intuitive A/B testing settings, user-friendly dynamic content options, and visual reports, you won’t need to wait for your dev, design, or data team to send and report on email campaigns.

B2B eBook download email template

This notification will let people request to be notified when an item is back in stock.

BigCommerce back in stock reminder

This notification is targeted to send to customers on their birthday, offering a discount if they make a purchase today. Help people to feel special, and help draw them into your store to make a purchase.

Birthday discount

This Black Friday sports themed ecommerce template gives you a template for a sale that will convert. Using the products widget easily add products from your Shopify catalogue and apply unique discount codes that can&#39;t be shared publicly.

Black Friday sports theme

An email template for a technology and electronics retailer for a Black Friday sale

Black Friday tech theme

One journey to handle the whole booking process, from initial confirmation, then reminders/upsells just before the booking, or feedback requests afterwards.

Booking confirmation

Highlight the benefits of purchasing multiple insurance policies to drive a deeper customer investment.

Bundle your insurance

Use this email template to celebrate a customer&#39;s mile stone based on custom activities and data coming from your app.

Celebrate customer milestones

This metric calculates the total churned monthly recurring revenue (MRR) for a given period.

Chargebee Churned MRR

This metric shows the total amount of contracted monthly recurring revenue (MRR) for a given time period. It shows the MRR dollar value of subscriptions that are shrinking from downgrades.

Chargebee Contraction MRR

This metric shows the total expansion monthly recurring revenue added for a given period.

Chargebee Expansion MRR

This report shows an Monthly Recurring Revenue (MRR) summary by month of MRR movements from Chargebee.Movements include:New Business MRRExpansion MRRReactivation MRRContraction MRRChurn MRR

Chargebee MRR summary by month

This metric shows the net MRR from Chargebee subscriptions over a given time period. Net MRR is calculated as the SUM of all New business, expansion, reactivation, churn and contraction.

Chargebee Net MRR metric

This area chart shows the cumulative net MRR (new business + expansion - churn + contraction) for a given time period and compares it using a trend line to the previous period. This is a great chart for comparing the growth in net MRR subscriptions to the previous period visually.

Chargebee Net MRR trend

This metric shows the total new business MRR for a given time period. You can modify the goal to set a monthly or quarterly target. 

Chargebee New Business MRR

This chart shows the total new business monthly recurring revenue (MRR) broken down by plan.

Chargebee New Business MRR by plan name

This metric shows the average sale price in Chargbee (ASP) over a given period of time.

Chargebee average sale price (ASP) in MRR

This ledger shows Chargebee plan movements in MRR by account. Movements are categorized into the SaaS standard and shown by change in MRR:NewExpansionContractionChurnReactivation

Chargebee subscription change ledger

This funnel shows how many trials convert into paid subscriptions in Chargebee over a given time period using a 30 day conversion window.

Chargebee trial to paid conversion funnel

Use this template for selling clothes or as a clean base template to highlight specific products from your store.

OrttoTemplates

Templates by the Ortto team

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