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The collection funnel and email performance

Follow every request from sent to submitted, and fix the step that leaks.

Review collection is a funnel like any other, and funnels are fixed one step at a time. Two cards in Analytics show you exactly where yours leaks: the collection funnel and email performance.

Read the funnel

The Collection funnel card tracks four steps, each with its count and its share of the top:

  1. Emails sent. Requests that left the building.

  2. Emails opened. Subject line and sender did their job.

  3. Forms started. The click landed on your review form.

  4. Forms completed. A review came home.

[SCREENSHOT: Collection funnel card]

Fix the step that leaks

  • Sent is low. Your engine is idle. Check the trigger and delay in Collect & publish, and confirm orders are flowing in the Requests queue.

  • Opens are low. Subject line and sender problem. Test a plainer subject in the email editor, send from your own domain, and check timing: a request landing three weeks after delivery opens poorly.

  • Starts are low. The email body is not selling the click. Lead with the ask, mention the reward if you offer one, and keep one clear button.

  • Completions are low. The form is asking too much. Trim optional fields, keep a small minimum length, and remember every extra question costs completions.

Email performance

The Email performance card pairs a daily chart of emails sent against reviews collected with your three deliverability rates: delivery, open, and click. The chart's gap between the two lines is your funnel drawn over time. The rates tell you whether a slump is a deliverability problem (delivery rate sliding), a content problem (opens fine, clicks down), or a volume problem (the sent line itself is flat).

šŸ’” Tip: The cheapest wins, in order: turn the reminder on, trigger on fulfillment or delivery rather than purchase, and attach a media reward. Each lifts a different funnel step, which is why they stack so well.

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