Email Calculator Documentation

Welcome to Email Calculator - your complete email marketing analytics solution. Transform raw campaign data into actionable insights with automated calculations, AI-powered recommendations, and professional reporting.

Email Calculator streamlines campaign analysis by automatically calculating key performance metrics including delivery rates, open rates, click rates, click-to-open rates, and quality scores. Connect to 50+ platforms via API or enter data manually - either way, you get instant, accurate insights.

Whether you're a solo marketer tracking a single campaign or an agency managing hundreds of clients, Email Calculator provides the tools you need: industry benchmarking across 43 sectors, AI-driven analysis, automated scheduled reports, and export capabilities for client presentations. Start with our Free plan or unlock the full potential with Pro and Agency plans.

Quick Start

Get started with Email Calculator in just a few steps:

1. Create a free account at emailcalculator.com/auth/register
2. Navigate to your Dashboard
3. Click "Create Report" to add your first email campaign
4. Enter your campaign metrics or connect an API integration
5. View calculated rates and insights instantly

Creating an Account

Email Calculator offers Free, Pro, and Agency plans. Sign up for free to get started — no credit card required.

Free Plan (£0)

• Up to 3 reports total
• Single workspace
• Manual data entry
• Chart customization (5 types)
• AI Assistant (bring your own API key)
• Campaign Story feature
• Compare reports/benchmarks
• Share via email (send now only)

Pro Plan

• 30 reports total
• Everything in Free, plus:
• API integrations across 50+ Email, ROI, and Lead platforms
• Deep Dive analysis (requires API data)
• All export formats (PDF, Word, Excel, PowerPoint, HTML, Text)
• Scheduled reports (automated email delivery)
• Industry/Report benchmarking (43 industries)
• White-label reports
• Company logo branding on exports and shared emails

Agency Plan

• Everything in Pro
• Unlimited reports
• Unlimited workspaces (one per client)
• Team members — invite collaborators to workspaces
• Shared dashboards across team
• Priority support

Pro and Agency plans available with monthly or annual billing. Save with annual. Cancel anytime.

Creating Reports

Reports are the core of Email Calculator. Each report represents one email campaign and tracks all its performance metrics.

To create a new report:

1. Click the "+" button in the top right of your Dashboard
2. Enter a name for your campaign
3. Choose between Manual entry or API import
4. Fill in your campaign metrics
5. Optionally assign to a folder for organization
6. Click "Save" to create your report

Manual Reports

Manual reports let you enter campaign data directly. This is perfect when you have data from platforms we don't yet integrate with, or for one-off campaigns.

Required Metrics

• Sent: Total emails sent
• Delivered: Emails successfully delivered
• Bounces: Emails that bounced
• Opens: Number of opens (unique or total)
• Clicks: Number of clicks (unique or total)
• Unsubscribes: Number of unsubscribes

Email Calculator automatically calculates delivery rate, bounce rate, open rate, click rate, click-to-open rate, and provides a quality score.

API Integration Reports

Pro users can connect their email marketing platform to automatically import campaign data. This saves time and ensures accuracy.

Once connected, you can create reports by selecting a campaign from your platform. Email Calculator will fetch all metrics automatically and keep them synced.

Editing Reports

Click any report card or use the edit button to open the report editor. Here you can:

• Update metrics and recalculate rates
• Change the report name and description
• Move the report to a different folder
• View visualizations and charts
• Export data (Pro only)
• Share via email (Pro only)
• Delete the report

Understanding Metrics

Sharing Reports

All users can share campaign reports with team members, clients, or stakeholders via email.

Note: Free plan users can share reports via "Send Now". Pro users can also schedule recurring and one-time report deliveries.

1. Open the report you want to share
2. Click "Share via Email" button
3. Enter one or more email addresses
4. Click "Send" to share immediately (or schedule for Pro users)

Pro users: Emails will display your company logo if you've uploaded one in Settings → Account. This provides professional, branded reporting.

Chart Visualizations

Visualize your campaign metrics with multiple chart types. Click the "Charts" button in the report editor to select your preferred visualization.

Available Chart Types

• Progress Bars: Horizontal progress bars showing metric performance
• Doughnut Charts: Ring-style charts for proportional data visualization
• Bar Charts: Compare metrics side-by-side with vertical bars
• Gauge Charts: Speedometer-style gauges for performance metrics
• Pie Charts: Traditional pie charts showing proportional distribution

Charts automatically update when you modify report metrics. The selected chart type is saved with your report for consistent visualization.

Comparing Reports (Pro)

Pro users can compare two reports side-by-side or benchmark against industry standards to identify trends, improvements, or see how your campaigns stack up against competitors.

Campaign Comparison

1. Open the report you want to use as the baseline
2. Click the "Compare" button
3. Select another report from your library
4. View side-by-side comparison with difference calculations

The comparison view shows absolute differences and percentage changes for all key metrics, helping you quickly identify what changed between campaigns.

Industry Benchmarking

Compare your campaign performance against 43 industry benchmarks to understand how you perform relative to industry averages.

1. Open any report
2. Click the "Compare" button
3. Select "Compare to Industry Benchmark"
4. Choose your industry from the dropdown
5. View how your metrics compare to industry standards

Available industries include: Advertising, Agriculture, Automotive, Banking, Beauty, Construction, Consulting, E-commerce, Education, Entertainment, Fashion, Finance, Fitness, Food & Beverage, Gaming, Healthcare, Hospitality, Insurance, Legal, Manufacturing, Marketing, Media, Non-profit, Pharmaceutical, Real Estate, Recruiting, Restaurant, Retail, SaaS, Sports, Technology, Telecommunications, Travel, and more.

Campaign Story (Pro)

Campaign Story instantly transforms your campaign metrics into a comprehensive written narrative that explains what happened, why it matters, and what to do next. This Pro-exclusive feature generates a detailed story-format report analyzing your data against industry benchmarks.

How It Works

1. Open any report in your dashboard
2. Click the "Story" button in the report toolbar
3. An instant narrative appears analyzing your campaign
4. Click "Copy Story" to copy the complete narrative to your clipboard

The Generated Story

Campaign Story analyzes your metrics against industry benchmarks (21% open rate, 2.5% click rate, 12% CTOR) and automatically writes an 8-section narrative including:

• Executive Summary: High-level performance overview with key takeaways
• Campaign Overview: Narrative analysis of delivery and bounce rates
• Engagement Analysis: Written interpretation of opens and clicks vs. benchmarks
• Engagement Depth: CTOR analysis explaining content effectiveness
• List Health & Subscriber Behavior: Unsubscribe rate insights
• Key Insights: Strategic narrative about what worked and what didn't
• Action Items: Prioritized recommendations written in plain English
• Bottom Line: Summary paragraph with strategic guidance

Use Cases

• Copy and paste into stakeholder emails or reports
• Share campaign explanations with non-technical clients
• Create presentation talking points from raw metrics
• Document campaign performance in natural language
• Get instant written analysis without manual interpretation

Unlike standard reports that just show numbers, Campaign Story explains what the metrics mean in context, providing a ready-to-share narrative that communicates performance and next steps in plain English.

Data Deep Dive (Pro)

For reports synced via API, Pro users can access recipient-level data to see exactly who opened, clicked, or bounced. This feature is only available for API-integrated reports from supported platforms.

Features

• View complete recipient list with email addresses
• Filter by status: All, Opened, Clicked, Bounced
• Search for specific recipients
• See timestamps for opens and clicks
• Export recipient data as CSV

Click the "Deep Dive" button in any API-synced report to access this feature.

Exporting Reports (Pro)

Pro users can export campaign data in multiple formats for presentations, reports, or further analysis.

Note: Export functionality is exclusive to Pro accounts. Free plan users can share reports via email (send now) but cannot download export files.

Export Formats

• Excel (.xlsx): Spreadsheet format with all metrics and calculations
• Word (.docx): Formatted document with metrics and chart visualization
• PowerPoint (.pptx): Presentation slide with campaign overview
• PDF: Print-ready document with complete report details
• HTML: Web-friendly format with styling and charts
• Plain Text: Simple text format for quick sharing

Click the "Export as" dropdown in the report editor to select your format. All exports include your company logo if you've uploaded one (Pro users).

Refreshing API Data

Reports created from API integrations can be manually refreshed to pull the latest data from your email platform. This ensures your metrics stay current as campaigns continue.

Click the "Refresh" button in any API-synced report to fetch updated metrics. The last sync time is displayed below the refresh button.

Folder System

Organize your reports using folders. Create nested folder structures to categorize campaigns by client, campaign type, date, or any system that works for you.

The folder tree appears in the left sidebar of your Dashboard. Click any folder to filter reports, or click "Root Folder" to see all reports.

Creating Folders

To create a new folder:

1. Click the "+" icon next to "Folders" in the sidebar
2. Enter a folder name
3. Optionally select a parent folder to create a subfolder
4. Click "Create"

Managing Folders

Right-click any folder in the sidebar to access options:

• New Folder: Create a subfolder
• Rename: Change the folder name
• Delete: Remove the folder (reports move to Root Folder)

Supported Platforms

Email Calculator Pro integrates with 50+ platforms across Email, ROI, and Leads. Connect your email marketing, e-commerce, and lead generation tools for unified reporting and analysis.

Email Marketing Platforms

ROI & E-commerce Platforms

Lead Generation Platforms

Connecting Your Platform

To connect an Email, ROI, or Lead platform:

1. Navigate to Settings → API Integrations
2. Select integration type (Email, ROI, or Leads)
3. Select your platform from the dropdown
4. Enter your API credentials (found in your platform's settings)
5. Click "Connect Platform"
6. Test the connection by creating a new API report

Each platform has specific credential requirements. Follow the in-app guidance for your specific platform.

Syncing Campaign Data

Once connected, create reports by selecting campaigns from your connected platform. Data syncs automatically, ensuring your metrics are always up-to-date.

Scheduled Reports Overview (Pro)

Pro users can schedule reports to be emailed automatically on a recurring basis. Perfect for weekly or monthly reporting to stakeholders without manual intervention.

Note: Scheduled reports are a Pro-exclusive feature. Free plan users can manually share reports via email (send now).

Creating a Schedule (Pro)

To schedule a report:

1. Navigate to Settings → Scheduled Reports
2. Click "Create Schedule"
3. Select the report to schedule
4. Choose frequency (daily, weekly, monthly)
5. Enter recipient email addresses (multiple supported)
6. Set the time of day to send
7. Save your schedule

Scheduled reports are sent automatically at the specified time. Recipients receive the full report with all metrics and visualizations.

Managing Schedules (Pro)

View all your scheduled reports in Settings → Scheduled Reports. You can edit, pause, or delete schedules at any time.

• Edit: Change frequency, recipients, or timing
• Pause: Temporarily stop a schedule without deleting it
• Delete: Permanently remove a schedule

AI Overview (Pro)

Email Calculator Pro includes AI-powered features to help you understand your data and improve campaign performance. The AI assistant provides instant analysis, answers questions, and offers actionable recommendations.

Note: AI features are exclusive to Pro users. Configure your OpenAI API key in Settings → AI to enable these features.

AI Chat Assistant (Pro)

Access the AI chat assistant from any report to ask questions about your campaign performance. The AI analyzes your metrics and provides context-aware insights in natural language.

Example Questions:

• "Why is my open rate lower than industry average?"
• "How can I improve my click-through rate?"
• "What's causing my high bounce rate?"
• "Should I segment this list differently?"

AI Recommendations (Pro)

Receive personalized, data-driven recommendations to improve your email campaigns based on your specific metrics, industry benchmarks, and email marketing best practices.

Recommendations are tailored to your campaign's performance and may include suggestions for:

• Subject line optimization
• Send time improvements
• List hygiene and segmentation
• Content engagement strategies
• Deliverability enhancements

Workspaces & Teams

Workspaces are the Agency plan's multi-client feature. Each workspace is an isolated environment with its own reports, folders, and team members — perfect for managing separate clients or departments without mixing data.

How Workspaces Work

• Each workspace has its own reports, folders, and data — completely separate from other workspaces
• The workspace owner (Agency account holder) can create unlimited workspaces
• Invited team members only see the workspaces they have been granted access to
• Switch between workspaces at any time using the workspace switcher in the dashboard sidebar

Creating Workspaces

Create a new workspace for each client or project you want to keep separate.

1. Open the workspace switcher in the top-left of your dashboard sidebar
2. Click Create Workspace
3. Enter a name for the workspace (e.g. your client's name)
4. Click Create — the new workspace opens immediately

Agency accounts can create unlimited workspaces. Each workspace starts empty with no reports or folders.

Switching Workspaces

All your workspaces are accessible from the workspace switcher at the top of the dashboard sidebar.

1. Click the workspace name / switcher at the top of the sidebar
2. A dropdown lists all workspaces you have access to
3. Click any workspace to switch — the dashboard reloads with that workspace's reports and folders

Inviting Team Members

Agency accounts can invite collaborators to any workspace. Invited members can view and edit reports within that workspace.

1. Navigate to Settings → Team
2. Make sure the correct workspace is selected in the switcher
3. Enter the team member's email address and click Send Invite
4. The invitee receives an email with a link to accept the invitation
5. Once accepted, they appear in your team members list and gain access to the workspace

What Invited Members Can Do

• View all reports and folders in the shared workspace
• Create and edit reports within the workspace
• Use the workspace's API integrations

What Invited Members Cannot Do

• Access other workspaces they haven't been invited to
• Invite further team members (owner-only)
• Delete the workspace or manage billing

Managing Team Members

View and remove team members at any time from Settings → Team.

• The team list shows all members with access to the currently selected workspace
• Click Remove next to any member to revoke their access immediately
• Removed members lose access to the workspace and its reports
• You can re-invite a removed member at any time

Account Settings

Manage your account in Settings → Account:

• Update your display name
• Upload a profile image
• Upload company logo (Pro only)
• View your email address

Company Logo

Pro users can upload a company logo that will appear in shared email reports instead of Email Calculator branding.

Requirements: Maximum 2MB, PNG with transparent background recommended.

Theme Customization

Customize your Email Calculator experience:

• Theme: Choose Light, Dark, or System mode
• Highlight Color: Pick your preferred accent color

Subscription & Billing

Manage your subscription in Settings → Billing:

• View your current plan
• Upgrade to Pro or Agency
• Manage billing via Stripe

Plan Comparison

Upgrading Your Plan

Upgrade to Pro or Agency at any time from Settings → Billing. Your subscription includes:

• Access to all plan features immediately upon upgrade
• Monthly or annual billing options (save with annual)
• Cancel anytime with no long-term commitment
• Secure payment via Stripe

Annual plans offer a discount compared to monthly billing.

Getting Started

New accounts start on the Free plan with 3 reports total. No credit card required.

Create your free Email Calculator account