Email Tracking

We want to be able to get stats on e-mails we send through them (open rates, bounces, etc)? I see there is some tracking through templates but if we sent something via gmail and bcc insightly, is that tracking available? What if we write it in insightly but it's not a template?

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Comments

13 comments
  • Hello Ethan, thank you for writing in! 

    I totally understand the need for the type of tracking that you're needing, we don't currently have anything that in depth available outside of what you're seeing with our templates. 

    Please let us know if we can help with anything else!

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  • I see the stat " Average open rate". How do I see who opens and who does not open the emails? 

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  • @Sandy - Thank you for your question! 

    While our templates can show a multiple of open/click information, we're not able to show who did or did not open the email specifically. 

    Thank you for letting us know this feature would be useful to you!

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  • I am new to Insightly.... I sent out an email to 700 contacts. How do i get any information on that email? Did it send all 700? How many were open, deleted? How do I get what stats?

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  • @Joe - You can take a look at this article: http://support.insight.ly/hc/en-us/articles/204450964-Email-templates-overview and it will give you more information on the stats we have available. 

    Thank you!

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  • The summary stats at the template level are certainly helpful, but we really need to know who is opening the emails at the contact level.  We look forward to this getting on the development list.

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  • I see this conversation started a year ago. Since then, e-mail tracking through Insightly is still very basic. I was hoping the deeper integration with MailChimp would do the trick. E-mails sent out from Insightly are much nicher than the ones generated in MailChimp. Hence, it would be great if tracking e-mails in Insightly is improved.

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  • I would love to stay in Insightly for my email campaigns but definitely need to track emails more thoroughly than currently able and to log clicks on links.

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  • Hi Duncan,

    Thanks for sharing your comments. We have other users voting for this same feature here.

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  • A solution I'll be testing is using a gmail extension that will give the open and click rates per email sent. 

    While this fragments the information outside of inslightly (ie. while looking at a contact/ opportunity - the engagement level will have to be looked at in gmail). I don't see another way. 

    Starting with hubspot's free extension

    Ping me if you have any ideas :)

    Sam

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  • Hi There, It's been 2 years since this original concern/post was shared. Nimble (your direct competitor) offers email tracking on all emails for all of their plans. When can we expect this solution to be added? Our company is an enterprise level user, and this will make a huge difference. Thank you!

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  • Looking for a response when it will be added. If not soon, we're switching now.

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  • Hey Mike,

    We do not currently have this on our roadmap but have other users voting on this here

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