Email Tracking

Tired of sending emails into the void? Pipeliner CRM’s Email Tracking feature gives you a clear, dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.-driven view into how your messages are performing. Stop wondering and start knowing exactly when to follow up, what contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. works, and how to close more deals.

Know exactly when your emails are opened, links are clicked, and messages bounce—all without leaving your CRM.

Key Benefits You’ll Love

• • Know Who’s Engaged (and When): Get instant real-time notifications the moment a prospect opens your email. This powerful insight helps you identify hot leads and follow up at the perfect time.
  • Optimize Your MessagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience.: Understand which templates and content truly resonate. Detailed reports show open, click, and reply rates for both individual and mass emails, helping you refine your communication strategy.
  • Improve Efficiency with Mass Email Tracking: Send professional, personalized mass emails and get an aggregated view of their performance. Quickly see who opened your email or clicked a link, then send targeted follow-ups directly from the report.

• Personalize at Scale: Use custom templates to send professional, personalized emails to multiple recipients. Every email is tracked, so you can monitor engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. on an individual level.
• Never Miss a Beat: A simple, at-a-glance tracking icon for every email shows its current status: opened (green), not yet opened (grey), or bounced. You always know the next step.

Why Pipeliner CRM’s Email Tracking is Your Competitive Advantage

Seamless Integration & Prerequisite

Our Email Tracking works directly with your Office 365 and Gmail accounts. Send single or mass emails from within Pipeliner CRM and track them automatically.

Prerequisite: You must have the relevant Pipeliner CRM userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. setting enabled for your Microsoft Office 365 or Gmail accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. to use the tracking features.

Data-Driven Decisions

Go beyond basic open rates. Our detailed reports provide a comprehensive timeline of interactions, including which links were clicked and the specific dates and times. This allows you to make smarter, more informed decisions about your sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process..

Performance AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). for Templates

Track the performance of your email templates over time. Compare open and click rates across different templates to see which ones are the most effective. This allows you to build a reliable library of high-performing assets.

Note on TemplateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. Tracking: To maintain the link for tracking template statistics, you cannot modify the content of an email that uses a template “on the fly.” If you change the content, the link to the original template is broken, and its performance will not be tracked.

Automate & Filter Your Follow-ups

Save significant time by filtering your mass email results. You can quickly select and send a follow-up mass email to everyone who clicked a link, replied, or didn’t open your message directly from the report.

How Email Tracking Works in Pipeliner CRM

Compose, Send, and Track

Use the “Create Email” option in Pipeliner CRM with your connected Office 365 or Gmail account to send emails. The tracking applies to single standard emails, mass emails, and standard emails sent to multiple recipients.

Track in Real-Time

A simple icon next to your sent email instantly shows its status: opened (green), unopened (grey), or bounced.

• Individual Email Tracking: Hovering over the icon for a single email shows a history of all interactions: when it was sent, the date/time of the first open, and each link click (and which link). If sent to multiple recipients, it shows when each recipient opened it.
• Notifications: You can enable Notifications for Emails in your user settings to receive a notification in the Notification Hub when an outgoing email is opened or bounced.

Dive into the Details: The Mass Email Tracking Report

For emails sent using the Mass Email feature, all tracking statistics are aggregated and visualized in a comprehensive report, accessible from the main Feeds tab or the Contact’s Feed.

The Mass Email Tracking Report helps you take specific action based on engagement:

• Filter by Status: The report provides separate lists of recipients based on their interaction:
  • Opened: Identify hot leads ready for immediate follow-up.
  • Clicked: Pinpoint recipients who engaged with your content and are prepared for the next stage of the funnel.
  • Replied: Focus on these high-priority sales engagements.
  • Not Opened: Target these recipients for a second attempt with a different subject line.
  • Bounced: Use this data to clean up inaccurate contact information.
  • Unsubscribed: Please respect these preferences and remove them from future emails.
  • Not Sent: Review data issues that prevented email delivery.

You can select a filtered group of recipients from any of these categories and send a targeted follow-up Mass Email directly from the report itself.

Start turning every email into a powerful sales tool. Ready to see Pipeliner CRM’s Email Tracking in action?