Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What 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.
The best tools for writing perfect Email OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability 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.
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 enhance email deliverability rates
- ObjectiveEnhance email deliverability rates
- KRIncrease click-through rate by 20% by optimising email layout and design
- Incorporate compelling visuals in the email design
- Optimize call-to-action buttons for higher visibility
- Improve subject lines to immediately capture readers' attention
- KRImprove open rate by 15% through optimising email content and subject lines
- Test multiple subject lines to identify high-performance ones
- Evaluate and optimize email content to boost engagement
- Research successful email subject lines for inspiration and ideas
- KRAchieve a 10% reduction in bounce rate on all outbound emails
- A/B test different email subject lines and layouts
- Improve email content with engaging, relevant information
- Analyze current emails to identify potential improvement areas
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
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.
Save hours with automated OKR dashboards
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, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Email OKR templates
We have more templates to help you draft your team goals and OKRs.