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tability.ioWhat are Email OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We understand that setting OKRs can be challenging, so we have prepared a set of examples tailored for Email. Take a peek at the templates below to find inspiration and kickstart your goal-setting process.
If you want to learn more about the framework, you can read our OKR guide online.
Email OKRs examples
You'll find below a list of Objectives and Key Results templates for Email. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to boost promotion conversions from Hubspot marketing emails
ObjectiveBoost promotion conversions from Hubspot marketing emails
KRDecrease email bounce rate to less than 2% by refining recipient list
Analyze and segment email recipient list based on engagement- Implement a double opt-in subscription process
- Remove inactive and invalid email addresses periodically
- KRDeploy A/B testing on emails to improve engagement by 5%
- Identify key metrics to measure improved engagement
- Create two distinct email variations for testing
- Analyze A/B test data, determine successful strategy
- KRAchieve a 15% increase in conversion rates from marketing emails by quarter end
- Personalize email content to engage recipients better
- Improve email subject lines for increased open rates
- Implement A/B tests to optimize click-through rates
OKRs to improve responsiveness to residents' emails
- ObjectiveImprove responsiveness to residents' emails
- KRCreate an organized system to track received and replied emails effectively
- Regularly update and maintain your email tracking system
- Implement a priority tagging system for urgent mails
- Setup categorization labels within your email client
- KRDecrease average email response time to under 24 hours for 90% of emails
- Schedule dedicated hours for responding to emails
- Set up notifications to alert on received emails
- Implement an email management system
- KRReceive positive feedback on communication from 80% of the residents
- Draft and distribute clear and concise communication to residents
- Provide response to feedback and adjust communication methods accordingly
- Regularly solicit feedback on communication methods
OKRs to automate approval emails integration into Salesforce
- ObjectiveAutomate approval emails integration into Salesforce
- KRDevelop a prototype for automated approval emails by week 4
- Test prototype and refine details
- Identify key features for the automated approval emails
- Design a structural prototype layout
- KRSuccessfully integrate automated approval emails system into Salesforce by week 8
- Conduct a technical feasibility test with Salesforce
- Implement the chosen automated system by week 8
- Initiate research on appropriate automated approval emails system
- KRAchieve 100% approval of automated emails from department managers by week 6
- Develop a proposal showcasing the benefits of automated emails
- Schedule meetings with each department manager for feedback
- Implement suggested changes and finalize automated emails
OKRs to increase client engagement through targeted sales promotion emails
- ObjectiveIncrease client engagement through targeted sales promotion emails
- KRGenerate 15% more sales from email marketing promotions
- Segment email lists for targeted promotions
- Test various call-to-action placements within email
- Enhance email subject lines to increase open rates
- KRReduce the unsubscribe rate of email recipients below 5%
- Improve email content to cater to subscriber interests
- Incorporate personalized touches to each email
- Adjust email frequency to avoid inundation
- KRAchieve a 20% increase in email campaign CTR (Click Through Rates)
- Include compelling call-to-action cues in every email
- Revise email subject lines to spark customer curiosity
- Optimize email content to specifically target audiences
OKRs to enhance email marketing effectiveness to boost customer conversions
- ObjectiveEnhance email marketing effectiveness to boost customer conversions
- KRIncrease email open rate by 20%
- Manage send times to optimize recipient availability
- Redesign email layout to improve visibility and engagement
- Personalize email subjects to pique recipient's interest
- KRImprove click-through rate by 15%
- Enhance ad copy with persuasive, clear messaging
- Optimize email subject lines for better open rates
- Test and refine call-to-action buttons for visibility
- KRBoost conversion rate by 10% from email marketing campaigns
- Segment email list for targeted, personalized content
- Redesign email template to highlight call-to-actions
- A/B test different subject lines to increase open rates
OKRs to boost email engagement across all prospect lists
- ObjectiveBoost email engagement across all prospect lists
- KRIncrease overall email open rates by 20%
- Segment email list for more targeted messaging
- Initiate A/B testing to optimize email content
- Implement engaging, attention-grabbing subjects in emails
- KRLower email unsubscribe rate by 10%
- Segment email list for more personalized communication
- Implement an option for email frequency preferences
- Improve email content to make it more engaging and relevant
- KRGrow click-through rates by 15% in emails
- Create engaging email subject lines to boost open rates
- Use striking call-to-action buttons in every email
- Implement A/B testing to improve email design
OKRs to maximize ecommerce revenue through effective email campaigns
- ObjectiveMaximize ecommerce revenue through effective email campaigns
- KRIncrease the click-through rate in emails by 15% by improving content relevancy
- Incorporate personalized content based on subscriber preferences
- Conduct A/B testing to optimize email content
- Improve subject lines to captivate attention
- KRIncrease email list subscriptions by 20% to expand customer base
- Develop a compelling lead magnet to attract potential subscribers
- Optimize the website for email sign-ups
- Implement a referral program to incentivize sign-ups
- KRImprove email opening rate to 25% through A/B testing and optimizing subject lines
- Implement changes based on highest performing subject lines
- Conduct A/B testing with various subject line strategies
- Analyze email open rate data in detail
OKRs to maximizing ecommerce growth through improved email marketing strategy
- ObjectiveMaximizing ecommerce growth through improved email marketing strategy
- KRBoost ecommerce sales generated from email referrals by 15%
- Implement personalized product recommendations in email newsletters
- Improve email subject lines to increase open rates
- Optimize email referral program with incentives
- KRIncrease open rate of email campaigns by 20%
- Test and optimize send times
- Improve subject lines to attract attention and curiosity
- Segment email lists for targeted content
- KRAchieve a click-through rate of 10% for promotional emails
- Draft engaging content that targets the customers' interests
- Implement a compelling call-to-action button
- Optimize email design for maximum readability
OKRs to boost review count on G2 and Capterra platforms
- ObjectiveBoost review count on G2 and Capterra platforms
- KRIncentivize 200 users to write a review via rewards program
- Give exclusive benefits or discounts to users for each review
- Promote the review/rewards program via email and app notifications
- Establish a rewards program for user reviews
- KRIncrease request email frequency to active users by 50%
- Implement 50% increase in email distribution
- Develop strategy for enhanced engagement emails
- Analyze email open rates for active users
- KRAchieve 25% conversion rate from request emails to completed reviews
- Increase email follow-ups for pending requests
- Implement a rewarding system for completed reviews
- Improve email content to be more persuasive and personal
OKRs to boost revenue contribution from email marketing
- ObjectiveBoost revenue contribution from email marketing
- KRIncrease email subscriber base by 25%
- Implement a high-converting pop-up subscription form on the website
- Promote the email newsletter on all social media platforms
- Offer exclusive content for subscribers only
- KRAchieve an open rate of 30% for all marketing emails
- Craft engaging, personalized subject lines for each email
- Regularly test and optimize email content
- Segment email lists for targeted marketing
- KRIncrease conversion rate from email traffic to 5%
- Implement personalized email marketing strategies
- Optimize email design for mobile users
- A/B test different subject lines and call-to-actions
How to write your own Email OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Email OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
How to track your Email OKRs
Quarterly OKRs should have weekly updates to get all the benefits from the framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Email OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost sign-ups conversion to reach a 50% paying customer rate
- OKRs to optimize resource allocation and budget management
- OKRs to enhance effectiveness of future campaigns using predictive analytics
- OKRs to enhance comprehensive proficiency in product knowledge
- OKRs to achieve a passing grade in English class
- OKRs to acquire pre-requisites for ISO 27001 certification