Upcoming order email analytics and activity export
Relevant to:
Shopify Checkout Integration
BigCommerce Integration
Migrated Shopify Checkout Integration
Recharge provides detailed performance analytics and customer-specific data to track the effectiveness of your Upcoming Order email.
This guide outlines the available metrics for both Performance analytics as well as the Upcoming Order email activity report.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
- BigCommerce Checkout Integration
Performance analytics
Click the Performance tab on the Upcoming email landing page to access the following metrics:
Metric |
Definition |
|---|---|
| Emails Sent | The total number of emails sent, including those that Recharge could not deliver. |
| Email Delivery Rate | The percentage of emails that were successfully delivered to recipients’ inboxes out of the total emails sent. |
| Email Open Rate | The percentage of delivered emails that customers opened. |
| Click-Through Rate | The percentage of opened emails where recipients click a link. |
| Notification Interactions Over Time | The number of delivered, opened, and clicked emails based on the display frequency selected. |
| Delay Rate | The percentage of upcoming orders that customers delayed through the upcoming order email. |
| Delayed Revenue | The total revenue associated with delayed orders. |
| Charge Delays by Interval | The total amount of time customers delayed their orders, grouped by the time intervals you configured like 1 day, 7 days, or 1 week. |
| Cross-sell Rate | The number of customers who added an additional product to their order after interacting with a cross-sell offer in the upcoming order email. |
| Revenue from Cross-sells | The total amount of revenue sold from cross-sells included in your upcoming order email. |
| Processed Rate | The percentage of all scheduled charges that Recharge processes during this period. Recharge doesn't process scheduled charges if the customer skips or delays them, or if there's a problem with the charge. |
| Email Retention Rate | The percentage of upcoming order emails that prevent customer churn before the order processing window closes. |
| Total Processed Revenue | The amount of money due from scheduled charges in this period. This includes revenue from processed charges, delayed but not canceled charges, and canceled charges. |
Email open tracking filters
Recharge lets you filter email open data in the Upcoming order email analytics to better understand customer engagement. You can choose how open rates are calculated using the following options:
- Includes all opens: Counts all tracked opens, including automated opens from bots or email privacy tools.
- Human-only, no bots: Attempts to exclude automated opens and only count human interactions.
Recharge includes all opens by default. You can adjust the filter to compare results based on your reporting preferences.
Recharge has backfilled historical data to support both filtering options, so you can apply this setting to past performance data.
Note: The human-only filter uses an automated method to estimate and exclude bot opens. This method is not fully accurate, and some automated opens may still be incorrectly included or excluded.
Upcoming order email activity export (CSV)
If you need customer-level activity data, you can export the Upcoming order email activity report and access the following metrics:
Field |
Definition |
|---|---|
| Email sent date | The date and time the upcoming order email was sent to the customer. |
| Scheduled charge date | The original date the subscription order was scheduled to be processed before any changes were made. |
| New charge date | The updated charge date if the customer delayed or rescheduled their order. If no changes were made, this matches the scheduled charge date. |
| Processed charge date | The date the subscription charge was successfully processed. |
| Charge ID | The unique identifier assigned to the subscription charge in Recharge. |
| Customer email | The email address associated with the customer’s subscription. |
| Customer first name | The customer’s first name. |
| Customer last name | The customer’s last name. |
| Order contents | The products and quantities included in the upcoming subscription order at the time the email was sent. |
| Order amount | The total dollar amount of the upcoming charge, including applicable discounts and taxes (if configured), at the time the email was sent. |
| Order status | The current status of the charge, such as scheduled, processed, skipped, or cancelled. |
| Flow ID | The unique identifier for the automation flow that triggered the email. |
| Sent email name | The name of the email template used within the automation flow. |
| Email open date | The date and time the customer opened the email. This field is blank if the email was not opened or if open tracking is unavailable. |
| Email clicked date | The date and time the customer clicked a link in the email. This field is blank if no links were clicked. |
| Clicked link | The specific URL the customer clicked within the email. |
| Delay option selected | The delay option chosen by the customer, such as delay by 7 days or delay by 30 days. |
| Delayed product(s) | The specific product(s) the customer chose to delay, if product-level delay was enabled. |
| Cross-sells added | The product(s) the customer added to their upcoming order through a cross-sell offer in the email. |
| Cross-sell purchase type | Indicates how the cross-sell product was added, such as one-time or subscription. |
| Cross-sell discount applied | The discount applied to the cross-sell product, if applicable. |
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