Email tracking

Tracking is carried out using a type of tracking pixel. An “image” is loaded when the recipient opens the email. This loading can be recorded and assigned to a contact record via an ID.
If the settings of the recipient’s email program do not display images from the Internet, the reading of the email cannot be tracked, i.e. counted.

Open the email composer for new emails and switch to mass mail mode using the “Mass mail” button in the top right-hand corner.

Then activate the “Track dispatch” option. For tracking, an image must be inserted in the email, which is only possible with emails in “Html” format. Therefore, the format of the email is changed to “Html” and cannot be changed. Templates created with the “text only” format will continue to work, but will be packaged as “Html”.

Everything else is done as with a “normal” mass mail – write the text of the email as usual, enter the recipients as a filter or work list, link properties or attach files.

The “Track dispatch” option is also available for sending normal emails. Please note that if you are writing to several recipients, they must be linked on the “Separate recipients” tab.

After sending, you can track the evaluation of the current mass mail in the Marketing Box widget on the dashboard. For each dispatch, a name is created from the “email subject” and the “dispatch date”, which can be selected in the marketing box.

When sending emails with tracking, an activity is created in each contact addressed.

• Type: Email
• Kind: Output
• Action feature: Mass mail & tracking

When the email is read, another activity entry is created in the respective contact.

• Type: System
• Kind: email open
• Action feature: Tracking