New Email Window

When composing a new email in Gmail, our connector can be launched by selecting its icon at the bottom of the new email window.

Launching the connector will display a popup window with two options:

Insert Email Tracker
Insert Template (from your CRM)

NOTE: Template support may not be available in all CRM systems.

Insert Email Tracker

Email trackers attempt to notify you when an email has been opened. We use pixel-tracking, which works by inserting a hidden pixel containing a URL. When the email is opened, the URL is accessed, and we then notify you via email that the email has been viewed. It is a version of “read receipts,” which used to be incorporated in email clients.

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 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.

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.

Insert Template

If your CRM system supports email templates, you can search for and insert them into your new message window.

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.