Using the HeatMap Feature

502 views October 1, 2018 April 10, 2019 5

What is a HeatMap?

Like a weather map for your email message, PoliteMail will provide a cool to warm overlay which shows read-time and click metrics visually. This data can be used to see how your readers are viewing your content, and where you should be putting key messages and links. This graph breaks down the color code of the HeatMap.

       

Ideally, you’d like to have your email be mostly green. The HeatMap can be useful in viewing which parts of your emails are most engaging and receive the most clicks, as well as determining the best length for an email.

How to enable the HeatMap Feature

If you are an on-prem client, go to PoliteMail Management Console > Advanced and set UseHeatMap to “True”.  The HeatMap feature should now be available to all users.  If you are a Cloud client, please contact serversupport@politemail.com to enable this feature.

 

Navigate to POLITEMAIL in the Ribbon Header and then click on Results.  Choose Messages.

 

 

 

Now go to any data column, and click the small arrow to the right to see the pull-down menu.

Go to Columns > HeatMap to display the HeatMap column.

 

 

 

To generate a HeatMap for an existing or new message, click View. Once a HeatMap has been generated (from this view or from within an email metrics report), you’ll see the thumbnail in the HeatMap Column.

 

 

 

 

You can also generate a HeatMap from your Email Metrics window. If you double click on a message in the Message Grid View, it will bring you to an Email Metrics report.  The HeatMap icon in the right-hand corner.  Click on the icon and PoliteMail will generate a HeatMap.  This may take a few moments. 

Reading HeatMap metrics

At the top of the page, you’ll see some metrics regarding your email.

At the bottom of the metrics report, you’ll see your original email message with the HeatMap overlay. You can adjust the opacity and scale of the page content with the slider.

In this example, the email is in all green, showing a good read rate.  When you hover over the colored shading, the read rate percent will display in the hover help pop-up display.  Notice the shading progressively gets lighter, illustrating the fact that less people are reading towards the lighter shaded area of the email. Link clicks are highlighted by the orange circles, which vary in size based upon click rate.

The larger the circle, the more clicks that link received. By hovering your mouse over the circle, you can see the specific metrics for each link.

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