How Einstein Email Insights Transforms Email Marketing with AI

How Einstein Email Insights Transforms Email Marketing with AI

In the rapidly evolving world of digital marketing, artificial intelligence (AI) is a game changer, especially in email marketing. Salesforce’s Einstein Email Insights is at the forefront of this revolution, offering marketers a powerful tool to enhance their email strategies with AI-driven insights. 

According to recent studies, emails personalized through AI can see up to a 29% higher open rate and 41% higher click rates than non-personalized emails. Furthermore, as per Salesforce’s reports, marketers using AI-enhanced capabilities like Einstein Email Insights have seen up to a 50% decrease in time spent on email campaign analysis. 

This blog post explores what Einstein Email Insights is, how it can transform your email marketing strategies, how to activate it, and how it compares with other AI tools in the market.

What is Einstein Email Insights and How Does It Change Email Marketing Strategies?

Einstein Email Insights is a sophisticated feature within Salesforce that utilizes artificial intelligence to analyze email content and recipient engagement deeply. This tool uses advanced algorithms to assess factors like subject line effectiveness, content relevance, and recipient engagement patterns. 

It specifically pinpoints which sections of an email are grabbing attention and which are being overlooked. Additionally, based on historical data and interaction patterns, Einstein Email Insights can predict the likelihood of a recipient taking action, such as making a purchase or signing up for a webinar.

This transformative tool allows marketers to:

  • Personalize Communications: Tailor email content for individual recipients based on their previous interactions and behavior, significantly increasing the relevance and impact of each message.
  • Optimize Send Times: Utilize predictive analysis to determine the optimal time to send emails to each recipient, which can vary widely across different segments of an email list.
  • Segment Effectively: Automatically segment email lists based on engagement likelihood, ensuring messages are targeted to the most responsive audiences.
  • Refine Content Strategy: Continuously learn from each campaign to refine messaging, design, and calls to action that resonate best with the target audience.

By integrating these insights, marketers can craft email campaigns that are more engaging and more effective at driving conversions.


How Do I Activate Einstein Email Insights in Salesforce?

Activating Einstein Email Insights requires a methodical approach within the Salesforce platform, ensuring the tool is properly set up to deliver maximum value. Here’s how you can activate and set up Einstein Email Insights:

  1. Check System Requirements and Permissions: First, confirm that your Salesforce edition supports Einstein Email Insights and that you have the required administrative permissions to make changes.
  2. Access Einstein Setup Assistant: Go to Setup in Salesforce, enter “Einstein” in the Quick Find box, and select “Einstein Sales” to access the Einstein Setup Assistant.
  3. Enable Einstein Email Insights: Within the setup assistant, find the ‘Email Insights’ option and click ‘Enable.’ Follow the on-screen instructions to configure the feature according to your needs.
  4. Configure Email Templates: Design and configure your email templates to include elements that Einstein can analyze, such as dynamic content blocks and varied call-to-action buttons.
  5. Train Your Model: If applicable, train your Einstein model with historical email data to improve its predictive accuracy. This might involve tagging existing email content and outcomes to teach the model about success in your specific context.
  6. Launch and Monitor: Once everything is set up, launch your campaigns and monitor the insights generated by Einstein. Use these insights to make real-time adjustments to your campaigns.

By following these steps, marketers can harness the power of AI to optimize their email marketing efforts directly within Salesforce.

Also Read – Einstein Search: Revolutionizing Salesforce Search Experience

What Metrics Does Einstein Email Insights Track?

Einstein Email Insights provides a granular view of email campaign performance by tracking a comprehensive set of metrics:

  • Engagement Metrics: This includes open rates and click-through rates, but it goes beyond that to analyze which parts of the email content interacted with the most.
  • Conversion Tracking: Measures not just the click, but follows the journey to see if the click led to a desired action like a download, a sign-up, or a sale.
  • Recipient Behavior Analysis: Studies how different audience segments interact with your emails, including time spent on email, interaction with different links, and whether the email was opened multiple times.
  • Email Sentiment Analysis: Uses natural language processing to gauge the tone of recipient responses, providing insights into how your audience perceives your brand or the email’s message.
  • Predictive Analytics: Projects future engagement based on past behaviors, helping to forecast the effectiveness of certain email strategies before they are fully deployed.

These metrics are not just numbers; they provide a narrative about what works and what doesn’t in your email campaigns, offering actionable insights that can drive substantial improvements in your marketing effectiveness.

Comparison of Einstein Email Insights with Other Email Marketing AI Tools

While Einstein Email Insights is a formidable tool in the Salesforce arsenal, comparing it with other prominent AI email marketing tools like HubSpot’s Email Health and Google Analytics for emails can help delineate its unique advantages and suitability for different marketing needs.

HubSpot’s Email Health

HubSpot’s Email Health tool focuses primarily on your email campaigns’ deliverability and overall health. It provides metrics such as delivery rates, bounce rates, spam complaint rates, and unsubscribe rates. These insights are crucial for maintaining a clean and engaged email list, indirectly influencing overall campaign success.

Unique Features:

  • Deliverability Focus: Offers detailed reports on factors that affect email deliverability, including sender reputation and email list health.
  • Health Score: This feature gives each email campaign a health score based on performance metrics, which can help quickly identify issues in email strategy.


  • Helps ensure that your emails reach the inbox, thereby increasing the effectiveness of your email marketing.
  • Allows for quick corrective actions through immediate feedback on campaign health.

Also Read – Top Salesforce AI Tools – The Ultimate List

Google Analytics for Emails

Google Analytics for emails integrates with your email campaigns to track how they drive traffic to your website and what actions recipients take once they arrive. It provides insights into website behavior metrics such as session duration, pages per session, and conversion rates from email traffic.

Unique Features:

  • Website Integration: Seamlessly integrates with website analytics, allowing marketers to understand the full impact of emails on their web traffic and conversions.
  • Campaign Tracking: Uses UTM parameters to track the performance of email campaigns in driving website engagement.


  • Provides a broader view of how email campaigns contribute to overall marketing objectives, including website engagement and conversions.
  • It enables marketers to refine their emails based on their audience’s website actions, tailoring content to drive desired outcomes.

Einstein Email Insights

Einstein Email Insights stands out by providing in-depth AI-driven analysis of email content and recipient behavior. It tracks basic engagement metrics and uses machine learning to predict and influence recipient actions more effectively.

Unique Features:

  • Predictive Engagement Insights: Uses AI to predict how likely it is that a recipient will engage with an email, based on past behavior and content analysis.
  • Content Optimization: Provides recommendations for optimizing email content, subject lines, and send times to maximize recipient engagement.


  • Enables highly personalized email content at scale, leading to increased engagement rates.
  • Offers deep insights into individual recipient preferences and behaviors, allowing for more targeted and effective email marketing strategies.


Einstein Email Insights represents a significant advancement in integrating AI into email marketing. By providing detailed insights into how recipients interact with emails, Salesforce has given marketers a powerful tool to optimize their campaigns and achieve better results. Whether you’re a seasoned email marketer or new to the field, Einstein Email Insights can help you leverage the power of AI to enhance your email strategies.

To learn more, sign up with today.

Frequently Asked Questions (FAQs)

1. Is Einstein Email Insights suitable for all sizes of businesses?

Yes, businesses of all sizes can benefit from the insights provided by Einstein Email Insights as long as they have a Salesforce subscription that includes this feature.

2. Can Einstein Email Insights predict email campaign success?

While it can provide predictions based on past campaign data and recipient behaviors, success still depends on many factors, including content quality and market conditions.

3. How does Einstein Email Insights handle data privacy?

Salesforce complies with all standard data protection regulations, ensuring that Einstein Email Insights handles data securely.

4. Are there any additional costs associated with using Einstein Email Insights?

Depending on your current Salesforce plan, access to Einstein Email Insights may require a specific Salesforce subscription or an additional fee.