Email Calculator Documentation

Welcome to Email Calculator - the most comprehensive email marketing analytics platform. Calculate, track, and optimize your email campaign performance with ease.

Email Calculator helps you track key metrics from your email campaigns including delivery rates, open rates, click rates, and more. Whether you're entering data manually or syncing from your email marketing platform, we provide the insights you need to improve your campaigns.

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 both Free and Pro plans. All new accounts start with a 7-day Pro trial to explore all features.

Free Plan

• 1 report limit
• Manual data entry
• Basic metrics
• Email sharing

Pro Plan

• Unlimited reports
• API integrations with 30+ platforms
• Scheduled reports
• AI-powered insights
• Company logo branding
• Advanced analytics
• Priority support

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
• Share via email
• Delete the report

Understanding Metrics

Sharing Reports

Share your campaign reports with team members, clients, or stakeholders via email.

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

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

• Bar Charts: Compare metrics side-by-side with vertical bars
• Line Charts: View trends and progression over time
• Pie Charts: Show proportional distribution of metrics

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

Export your campaign data in multiple formats for presentations, reports, or further analysis.

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 30+ email marketing platforms:

Connecting Your Platform

To connect an email marketing platform:

1. Navigate to Settings → API Integrations
2. Select your platform from the dropdown
3. Enter your API credentials (found in your platform's settings)
4. Click "Connect Platform"
5. 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 users can schedule reports to be emailed automatically on a recurring basis. Perfect for weekly or monthly reporting to stakeholders.

Creating a Schedule

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
6. Set the time of day to send
7. Save your schedule

Managing Schedules

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

AI Overview

Email Calculator Pro includes AI-powered features to help you understand your data and improve campaign performance.

AI Insights

Get AI-generated insights about your campaign performance. Our AI analyzes your metrics and provides context-aware observations about what's working and what needs improvement.

AI Recommendations

Receive personalized recommendations to improve your email campaigns based on industry benchmarks and best practices.

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
• See trial expiration date
• Upgrade to Pro
• Manage billing via Stripe

Free vs Pro

Upgrading to Pro

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

• All Pro features immediately
• Monthly or annual billing options
• Cancel anytime
• Secure payment via Stripe

Trial Period

All new accounts receive a 7-day Pro trial to explore all features. No credit card required to start your trial.

After your trial ends, you'll continue on the Free plan unless you upgrade to Pro.

Create Email Calculator Account - Instant 7-Day Pro Trial