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.

Email open tracking is available on the Business plan.

In this article:

Enable email open tracking
Disable email open tracking for all emails
Enable/Disable email open tracking for individual emails
Using email open tracking
Enable/Disable email tracking notifications



Enable email open tracking

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To enable Email open tracking, you need to connect your email client to OnePageCRM.


1
Once you are connected to one of the Email sync options, click on your User/Profile icon (top right-hand corner) → Apps and Integrations → under Communication Apps select Email.

Apps and Integration Page | Email

2
In the Configuration tab scroll down to Allow open tracking (Can be disabled in email editor before sending) and toggle the slider to green.

Allow email open tracking toggle


The Allow Open Tracking feature will be automatically enabled. This ensures that all emails sent from OnePageCRM have email tracking on by default.


Disable email open tracking for all emails

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1
Once you are connected to one of the Email sync options, click on your User/Profile icon (top right-hand corner) → Apps and Integrations → under Communication Apps select Email.

Apps and Integration Page | Email

2
In the Configuration tab scroll down to Allow open tracking (Can be disabled in email editor before sending) and toggle the slider to grey.

Disable email open tracking toggle


Enable/Disable email open tracking for individual emails

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When sending an email → you can enable or disable the email open tracking at the bottom of the email editor, by clicking on Tracking and sliding the toggle next to Track email.


Green Email open tracking is enabled
Grey Email open tracking is disabled

Enable or disable open tracking for individual emails


Using email open tracking

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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. Go to the Email Page → in the side menu on the left-hand side, click on Open tracking.

Email Page | Open tracking folder

Contact Page

Open a contact → scroll down to the Contact Activity Timeline → click on the Email tab.

Email open tracking on Contact Page


If the email has not been opened yet or the tracking has been disabled, the icon will appear as an eye that has been crossed over.


Tracking disabled icon


Notes:
  • When email open tracking is disabled on the Email Configuration page, you won't be able to enable tracking for individual emails.
  • Emails sent from your email client will not be tracked.
  • The 10 most recent opens will be displayed; more than that will show as "opened more than 10 times".
  • If you downgrade from Business plan to Professional plan, new emails won't be tracked, but historical data remains visible.


Enable/Disable email tracking notifications

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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, you will get a notification via email.
Not opened in 36 hours If unopened for 36 hours, you will be notified.
Opened many times If opened 6 times, you will be notified.
Re-opened after a long time If opened 6 months later, you will be notified.

Notification options for open tracking

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