Email Tracking

The tracking is done with a kind of tracking pixel. When the recipient opens the email, an “image” is loaded. This load can be recorded and assigned to an address 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 the mail merge mode via the button “Mail merge” in the upper right corner.

Then the option “Track shipping” appears. For tracking, an image must be inserted in the email, this 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 format “text only” still work, but will be packed as “html”.
Everything else is done as with a “normal” serial mail – write the text of the mail as usual, enter the recipients as a filter or work list, link properties or attach files.

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

When sending a serial mail with tracking, an activity is created in each address written to.

• Type: Email
• Type: Output Action
• Feature: Serial Mail & Tracking

When reading the email, another activity entry is created in the respective address.

• Type: System
• Type: Email Open
• Action Feature: Tracking