Automate a basic win-back/list-cleanup process by engaging with your audience at the most opportune points of the subscriber lifecycle Pair this with the Sunset Policy in Settings to keep your list clean and up-to-dateCustomize the content for each win-back attempt so that you are more likely to win-back your subscribers&#39; attention

Subscriber win-back

Automate a basic list cleanup process by providing subscribers with the opportunity to update preferences or be removed from future contactPair this with the Sunset Policy in Settings to keep your list clean and up-to-date

Email preference update

This template checks for known spambot patterns to help automatically identify addresses likely added by a spambot on signup forms.After CAPTCHA has been added to all relevant forms, run your audience through this template to identify likely spambot addresses.From there, you can decide what to do next—like adding them to an audience for a manual confirmation review by your team, auto-archiving them, and more.

Bot subscriber cleanup

Need to warm up a new Custom IP or domain for your account? Use this template to easily warm up the reputation over time as mailbox providers preferUsing copies of a single campaign, you can deliver to your target audience over a longer period of time and simultaneously warm up your new IP/domain&#39;s reputationDisclaimer: This template is meant to only be used for one-off IP/domain warmups

Custom IP/domain warmup

Evaluate your audience&#39;s engagement-age to easily identify opportunities for re-engagement and list maintenanceEasily see where engagement falls off and use this tool to monitor and strategize improvements that close the gaps on engagement differencesPair it in a dashboard with duplicate reports using this template, each filtered on different major Campaigns/Playbooks/Journeys to delve deeper into the engagement funnel of eachPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Audience breakdown by engagement age

Audit your audience by most recent open to see what portion of your audience is recently engaged versus not.

Audience breakdown by last open

Want to test what day of the week your audience is most responsive? Use this template to do just thatTemplate splits audience into 6 pieces and attempts delivery Monday-Saturday to showcase which day of the week earns a better engagement response

Day of the week test

Need to transition your sending domain? Use this template to seamlessly continue sending to your audience your regular content while warming your new domainDo this by creating two campaigns for each day&#39;s send where the Yes side comes from the New Domain and the No side from the Old DomainDisclaimer: This template is meant to only be used for a one-off new-domain transition

Domain transition warmup

Easily understand the top reasons for failed deliveriesBounce reasons can be confusing so our Deliverability Team have built out this filtering report to more easily understand where opportunities for improvement can be more easily identified

Email bounce reasons

Evaluate your engagement-ratios to easily identify opportunities for growth and engagement in your email campaignsEasily see where engagement falls off and use this tool to monitor and strategize improvements that close the gaps on engagement differencesPair it in a dashboard with duplicate reports using this template, each filtered on different major Campaigns/Playbooks/Journeys to delve deeper into the engagement funnel of eachPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Email engagement funnel

Need to test your newsletter frequency? Use this template to get a better understanding of the frequency your audience engages with bestThreads are for first and second newsletter send, splitting them between once a week, once every two weeks, and once a month

Email frequency test

Proactively empower your subscribers to update their subscriber preferences Give back control to your subscribers for what content they are receiving so that they don&#39;t burn out as easilyGet in front of an unsubscribe or complaint before it happens by providing a preference update as subscribers start to disengage by pairing this with one of our Win-Back/Sunset Journey templates 

Use this template to help automate the process for rebuilding your sender reputation should an issue occurThis journey sunsets long-term unengaged subscribers, focuses sends on recently engaged subscribers, and ramps up traffic to the rest of the audience over time

Email reputation repair

Evaluate your emails&#39; weekly performance over timeEasily watch for trends and spikes in engagement to monitor and improve your email deliverabilityPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world

Email summary by week

Easily identify the largest source of email-churn for your subscriber base by Campaign/Journey/PlaybookUnsubscribe rates trending &gt;1% are worth investigating for sources of customer-turnoff or friction with your organization&#39;s marketing strategiesPair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Email-churn trends (by Campaign)

Protect your email sending reputation by being extra strategic concerning an email resendEach campaign has a particular name advising what should be changed for the campaign to help induce the missing engagement

Engagement based resend (EBR)

Create an opportunity to allow subscribers to give more details around their footer feedback Template provides a Preference Update email for subscribers who click that they are Angry in case they feel the content was unsolicited or no longer desiredTemplate also provides a gift/coupon as a reward for detailed feedback

Footer feedback followup

Keep a bird&#39;s eye view of your Delivered-vs-Sent rate for your global email traffic.Easily monitor trends for quick action to maintain healthy metrics.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Global delivery rate

Keep a bird&#39;s eye view of your Unsubscribed-vs-Delivered rate for your global email traffic.Set a healthy goal and easily monitor trends for quick action to maintain healthy metrics.Pair it in a dashboard with some of our other pre-built reports to easily monitor your relationship with email recipients around the world.

Global unsubscribe rate

Keep a bird&#39;s eye view of your Bounced-vs-Sent rate with subscribers at one of the largest global B2C mailbox providers.Set a healthy goal and easily monitor trends for these subscribers and their engagement with your email content.Pair it in a dashboard with some of our other pre or custom-built mailbox-provider reports to easily monitor your relationship with mailbox providers around the world.

Google bounce rate

Keep a bird&#39;s eye view of your Click-vs-Delivered rate with subscribers at one of the largest global B2C mailbox providers.Set a healthy goal and easily monitor trends for these subscribers and their engagement with your email content.Pair it in a dashboard with some of our other pre or custom-built mailbox-provider reports to easily monitor your relationship with mailbox providers around the world.

Google click rate

Keep a bird&#39;s eye view of your Open-vs-Delivered rate with subscribers at one of the largest global B2C mailbox providers. Set a healthy goal and easily monitor trends for these subscribers and their engagement with your email content.Pair it in a dashboard with some of our other pre or custom-built mailbox-provider reports to easily monitor your relationship with mailbox providers around the world.

Google open rate

Boost your reputation at Gmail by using this template to send to the recently engaged at Gmail while sending normally for all other providers.*This templates is especially useful when experiencing reputation issues only at Gmail

Google reputation boost

Human email click rate (excluding machine* clicks).*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Human click rate

Human open rate (excluding machine* opens).*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Human open rate

Easily break down your common email non-send reasons to understand common issues that can be corrected.

Invalid email reasons

Use this template to catch up on long-overdue list cleanup work without causing strong reputation issuesThis can also be left on to regularly re-engage and remove any persistently unengaged subscribers who could be hurting your reputation

List cleanup - soft rollout

Machine* email click rate.*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Machine click rate

Machine* open rate.*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Machine open rate

A simple breakdown of how many email click activities are likely human versus security-server checks (machine* clicks).*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Machine vs human click ratio

A breakdown over time of machine* vs human clicks.*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Machine vs human clicks over time

A weekly summary of traffic that attempts to identify machine* from human engagements.*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Machine vs human email summary by week

A campaign-level breakdown that attempts to identify machine* vs human engagements.*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Machine vs human engagement table

A simple breakdown of how many email open activities are likely caused by humans versus security-server checks (machine opens).

Machine vs human open ratio

A breakdown over time of machine* vs human opens.*Machine activities are identified as best as possible by using commonly observed technical details while also attempting to not mis-identify possible human activities. However, such systems are built to impersonate human activities so that any such reports are not 100% accurate in identifying all human vs machine activities

Travis HazlewoodTemplates

Travis is Head of Email Deliverability at Ortto