How Email Open Tracking works
Email open tracking allows you to see when your prospects open your emails and how many times, so you can strike while the iron is hot!
OnePageCRM uses a tracking pixel on outgoing emails to determine if the email has been opened by the recipient.
The email open tracking feature only collects information relating to whether a contact has opened the email. No other data will be collected from the recipients’ browsers or devices.
If you’re selling your products and services to customers based in the EU, you must ensure that you are fully compliant with the GDPR regulation regarding email tracking. This may involve getting their permission before sending emails or tracking email opens.
We recommend educating your team on when it’s acceptable to track email opens and when it is not.
Plans: available on the Business plan
Enable email open tracking
To enable the Email open tracking, you need to connect your email client to OnePageCRM via one of our Email Sync options. See here.
Note:
- The Allow Open Tracking feature will be automatically enabled. This ensures that all emails sent from OnePageCRM have the email tracking on by default.
Disable email open tracking for all emails
Enable/Disable email open tracking for individual emails
When sending an email → you can enable or disable the email open tracking at the bottom of the email editor, by sliding the toggle next to Track.
| Green | Email open tracking is enabled |
| Grey | Email open tracking is disabled |
Using email open tracking
When email tracking is enabled in your account, any email you send from your OnePageCRM account will be tracked. Email tracking will monitor and report on:
- Whether the email has been opened
- How many times has the email been opened
- The date and time the email was opened
When you send an email to your contact, you can see if they have opened the email from two places:
Email Page
The Email page contains the Open tracking folder that will organize your emails in order of the latest emails opened allowing you to focus on the most engaged leads that are interested in your emails.
Go to the Email Page → in the side menu on the left-hand side click on Open tracking.
Contact Page
Open a contact → scroll down to the Contact Activity Timeline → click on the Email tab.
Note: If the email has not been opened yet or the email open tracking has been disabled for this email, the email open tracking icon will be displayed as an eye that has been crossed over.
Notes:
- When email open tracking is disabled on the Email Configuration page, you won't be able to enable email tracking for individual emails.
- Emails sent from your email client will not be tracked.
- The 10 most recent times an email was opened will be displayed. If an email is opened more than this, the email tracking report will notify you that the email has been opened more than 10 times.
- If you downgrade from the Business plan to the Professional plan, you will lose access to the email open tracking for new emails. However, any open email tracking reported before the downgrade will still be visible to you.
Enable/Disable Email notifications
When sending an email → you can enable email notifications for the open tracking feature at the bottom of the email editor, by clicking on Track to open the dropdown → select all options you wish to apply.
You can choose from the following:
| Opened | Once an email has been opened and the email open tracking is enabled for this email, you will get a notification via email. |
| Not opened in 36 hours | If this email has not been opened in 36 hours, you will get a notification via email. |
| Opened many times | If this email has been opened 6 times, you will get a notification via email. |
| Re-opened after a long time | If this email has been opened 6 months after you sent this email, you will get a notification via email. |
