email tracking system php,Email tracking

Email tracking

15 minutes

Many organizations have short or aggressive sales cycles. Getting

information to and receiving information from customers is critical to ensuring that

these cycles are being met. Knowing when an email has been opened

can be helpful for sales staff. Being able to act based on whether the email has been

opened or not is equally as beneficial. For example, if a signature is needed by Friday at noon, and the

email that provides the link to that document has not been opened by

Thursday afternoon, a reminder could be triggered, reminding you to reach

out to the recipient.

The email engagement feature in Sales Insights allows organizations to:

See when recipients opened your message, selected a link, opened an

attachment, or sent a reply.

Receive an alert right away, the first time a recipient opens your

message.

Schedule the most effective delivery time and receive advice for the

best time based on the recipient's time zone.

Choose the most effective message template, with recommendations that are

based on your organization's previous email interaction history.

Set an alert to remind you when it is time to follow up on an email message.

Review the full interaction history of a single message or review KPIs.

Create and send followed email message

After email engagement is enabled for an organization, any new email

activity that is created in Dynamics 365 will have the email engage

controls available. The controls will be displayed in the Email Engagement

section of an email activity.

The Email Engagement section contains the following options:

Enable/disable following controls - By default, all new messages will be followed. You can disable this on a message-by-message basis by selecting the Do Not Follow option.

Delivery scheduling controls - This option lets you view and set the delivery time for the message. Additionally, the application will offer advice on recommended delivery times such as if sending an email would potentially be outside of normal working hours for a recipient's time zone. You can delay the sending until a time that works best for the customer by selecting Delay Send.

The system will suggest a time, but you can change this time to any time that you choose.

Follow-up reminder controls - Allows you to set a follow-up reminder that can be triggered if certain conditions have not been met.

Each reminder contains a condition. The available conditions are:

If I do not receive a reply by - Will display a reminder in the relationship assistant if a reply to the email is not received by the time specified.

If the email is not opened by - Will display a reminder in the relationship assistant if the email is not opened by the time specified.

Remind me anyway at - Will display a reminder in the relationship assistant at the time specified.

Tracking attachments

In addition to tracking emails, individual attachments that are included in

emails can also be followed and tracked. Before attachments can be

tracked, the email will need to be saved. After the email has been saved, the attachments

subgrid will display and files can be attached.

Files can be attached to an email by selecting the New Attachment button

on the attachment subgrid or by selecting the Attach file button on

the command bar. When attachments are followed, they are stored in a

OneDrive for Business folder, so you will need to ensure that OneDrive

for Business has been enabled.

View email engagement history

The current status, interaction statistics, and KPIs for followed email

messages are available throughout Dynamics 365, where they are gathered

and displayed for each record where they are relevant. The following

sections highlight the various places where you can see this information

in Dynamics 365.

Followed messages show their current interaction status, such as

Scheduled to send, Not yet opened, or Last opened yesterday, right on

their title in the activities list. Use the buttons in the upper-right

corner of an email tile to expand its content and interaction history

in the list or to open the full message page.

Message details

Open the details page for a delivered message by selecting its subject

in an activities or emails list. This selection brings you to a read-only view of

your complete message, with the email engagement section on the right

side of the page that shows the message interaction history and key

performance indicators (KPIs).

See Email Engagement for more information.