{"id":112752,"date":"2024-07-08T15:05:00","date_gmt":"2024-07-08T15:05:00","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=112752"},"modified":"2026-03-31T10:30:47","modified_gmt":"2026-03-31T10:30:47","slug":"send-metrics","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/send-metrics\/","title":{"rendered":"How to Measure the Effectiveness of Your Users"},"content":{"rendered":"\t\t
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How to Measure the Effectiveness of Your Users<\/span> <\/h1> <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Safeguard Send for Microsoft 365<\/a>\u00a0is not only a powerful tool for preventing outgoing email mistakes but also an invaluable resource for managers. The Send Metrics feature provides detailed insights into your organization\u2019s email activity, allowing managers to identify the most prolific emailers and understand how often users revise their emails after being prompted. This feature is now available as a report in your dashboard. In this article, we will explore the Send Metrics report, guide you on how to access your company\u2019s send metrics, and demonstrate how to leverage this data to enhance email security and efficiency.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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What is Send Metrics?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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The \u2018Send Metrics\u2019 feature provides administrators with detailed insights into email usage and revision patterns within their organization.\u00a0 This helps to show managers and other high-level executives the value that Safeguard Send for Microsoft 365 is providing.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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How to Access Send Metrics:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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1. Log into\u00a0your Safeguard Send dashboard<\/a>
2. Click on \u201cReports\u201d
3. Select \u201cSend Metrics\u201d<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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What You\u2019ll See:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Key metrics of the Send Metrics feature include the total emails sent by both the entire company and by individual users, the total number of times users went back and revised something (that is, they clicked on \u201cNo\u201d or \u201cCancel\u201d when prompted by the add-in) and of course, the revision percentage (again, for your entire organization and for each user).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The Send Metrics report provides the total statistics for all users in your company (the bold header area at the top), along with individual user statistics and comparison with global averages across all users of the add-in:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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In the above sample image, a sample Send Metrics page is displayed.\u00a0 We use fake data from\u00a0Arbor Software, our fictitious corporation<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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The first item listed is the header stats for the last 30 days for all your domains aggregated together.\u00a0 The default is to go back 30 days.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The\u00a0Total Users<\/strong>\u00a0is the count of who used the add-in in the last 30 days.\u00a0 In this case, there are a total of 6 users.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The\u00a0Total Emails Sent<\/strong>\u00a0is the count of the number of times that an email was sent by all users in your organization.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The\u00a0Total Revisions<\/strong>\u00a0is the number of times that all users, presented with the warning prompt because of a potential rule violation, clicked on the \u201cNo\u201d (or \u201cCancel\u201d) button.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The\u00a0Revision Average<\/strong>\u00a0is the ratio of Total Revisions\/Total Emails Sent.\u00a0 The aggregated average of this value across all users of the add-in is also included.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Below the header area is a search bar, so that you can easily find a specific user.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Of course, you can always click on any of the column headers to sort by that column.\u00a0 Clicking again sorts in the reverse order.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The Resend Method is used to show you how the add-in calculates the Send Metrics statistics for a particular user.\u00a0 In general, there are two ways statistics are calculated:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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  1. Timestamp Method \u2013 This method relies on the amount of time it took between two invocations of the warning prompt.\u00a0 We assume that if a user took less than 30 seconds between two displays of the warning prompt that the user in that case is editing the same email, meaning that there was at least one revision occurred.<\/li>\n \t
  2. Email Id Method \u2013 This method is more accurate than the Timestamp method.\u00a0 It works by assigning a unique Id to the user\u2019s email when they send it.\u00a0 If the user clicks \u201cNo\u201d (or \u201cCancel\u201d) then revises the email in some way (adding or removing recipients or attachments for example), then attempts to send that email again, the add-in takes note of the already existing Email Id and marks that down as a revision.<\/li>\n<\/ol>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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    Note that the more accurate Email Id is used by default for all users who are using v4.2 of the add-in (or higher).\u00a0 Also, that the default of considering any two email sends within 30 seconds as being the same email comes from our own analysis of how long it takes users to revise an email, when using the Email Id method.\u00a0 In other words, knowing how long it takes the average user to go back and revise an email when using the Email Id method makes it a lot more accurate even when we don\u2019t have an exact value.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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    Finally, note that when it comes to the Total Emails Sent value, that it really isn\u2019t the total emails sent by the user.\u00a0 This is because if there are any networking issues or any problem reaching the sperrysoftware365.com servers, then the client side portion of the add-in is smart enough to use the last locally cached version of the rules.\u00a0 In these cases, there will be no indication that the user attempted to send an email.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    Understanding the Data<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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    If you think about it carefully, a high revision percentage by a particular user may indicate careful attention to prompts but is otherwise careless in their initial composing of the email.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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    By contrast, a low percentage suggests careful initial composition (or lack of attention to prompts!).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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    Nonetheless, this data can be used to identify training opportunities or adjust rules for specific users.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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    See Also:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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    How to Create and Test New Rules or Make Changes to Rules Before Rolling Them Out to Everyone<\/a><\/p>

    How to Add Rules For a Different Company Domain<\/a><\/p>

    How to Force Users to Confirm Each Recipient and\/or Attachment Before Sending Email<\/a><\/p>

    Learn More Overview<\/a><\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

    How to Measure the Effectiveness of Your Users Safeguard Send for Microsoft 365\u00a0is not only a powerful tool for preventing…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":104331,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-112752","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/112752","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/comments?post=112752"}],"version-history":[{"count":6,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/112752\/revisions"}],"predecessor-version":[{"id":123633,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/112752\/revisions\/123633"}],"up":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104331"}],"wp:attachment":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/media?parent=112752"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}