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It is important to note that no email tracking method is foolproof. Each method has its limitations due to most email providers and email clients incorporating stricter controls on user privacy. When inserting a tracker, you will be notified every time that email is viewed, whether you or another user views it. You will receive ten notifications if a person opens your email ten times. If you send an email to multiple people, each time the email is viewed, you will receive a notification via email. So, it is essential to consider if you wish to track each open of time a user opens an email. We cannot detect who is opening the email; we can only detect that the pixel contained within the email has been viewed, so a notification would also be received if you opened your “sent” folder and viewed the message yourself.
Once a notification has been received, you can unsubscribe from future requests.
For a detailed overview of pixel-tracking, please see this Wikipedia post: https://en.wikipedia.org/wiki/Spy_pixel
To insert an email tracker, fill in the “Subject” line and click on “Insert Tracker”, and notifications will be sent to you whenever that email is viewed. There is no way to switch off these notifications once enabled.
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Type the name of a template to search for in the “Search EmailTemplate” box and select the “Search” button. The connector will search your CRM system for the text entered and return any matching templates. You can then choose the template you wish to insert. You will be returned to the compose new email screen, where you can review the message before sending it.
Log Email on Send (Salesforce only)
If you are using Salesforce when composing a new email or replying to an email, launching the connector provides a “Log Email on Send” option. This utilises Salesforce’s “Email to Salesforce” feature, inserting a unique email value into the .bcc field. When the email is sent, it will then be sent to Salesforce to be associated with your records. In this case, we do not associate the email in Salesforce itself, Salesforce handles the association, depending on your email settings.
NOTE: This option will not be displayed if you do not have “Email to Salesforce” enabled. For information on this, please see Enable Email to Salesforce settings