Track How Many Times a Link Is Clicked Outlook
Use the Track and Log features of the HubSpot Sales Outlook desktop add-in to monitor and keep a record of your contacts' engagement with your emails . With the track feature enabled, you can receive real-time notifications when a contact opens your email . You can also choose to log the email to the contact's record in HubSpot to keep a record of all past communication for your team to reference . You can review email open and click information in the activity feed; logged emails are saved to individual contact records and their associated records. Please note: if you've enabled General Data Protection Regulation (GDPR) functionality in your account, your legal team is the best resource to determine how your company uses email logging and tracking. You can also customize your extension settings to disable this functionality for a specific message or for specific contacts or email domains. Any existing contacts who have not granted a lawful basis for data processing will be tracked anonymously. Before getting started, note the difference between a tracked email and a logged email: Keep in mind that you can send an email that is both tracked and logged. That way, you'll have a record of the email communication and open information in HubSpot. This article covers tracking and logging emails with the HubSpot Sales Outlook desktop add-in. I f you are using the Office 365 add-in, learn how to track and log emails with the Office 365 add-in in this guide: Track and log emails with the Office 365 add-in. Please note: the Outlook desktop add-in will appear in any email address that you have set up in your Outlook account. Therefore, emails sent from any of these email addresses will track if tracking is enabled. Emails sent from an additional email address will only log to HubSpot when logging is enabled if the email address is connected to HubSpot or added as an alias in your profile & preferences. To send a tracked email using the Outlook desktop add-in from your Outlook desktop account on a PC: Before your contact opens the email, the email subject line and recipient will show in youractivity feedin HubSpot as Sent. When the recipient opens the email, you'll receive a real-time pop-up notification on your desktop and the email notification marked as Open in your activity feed. Click the dropdown menu below the contact's name to see when the recipient opened your email. You will also see a history of the contact's activities listed in the dropdown menu. Please note: real-time notifications will appear when you send tracked emails using the Office 365 add-in and if you have the HubSpot Sales Chrome extension or HubSpot Sales for Windows tray app (Windows only) installed. If not, you'll only see activity in your HubSpot activity feed. You can also see how your contacts are engaging with your tracked emails from the Chrome extension or from the Windows tray app. To access your activity feed from the Chrome extension, click the HubSpot sprocket icon sprocket in the upper-right corner of your Chrome browser. If you've installed HubSpot Sales for Windows, click theHubSpot sprocket icon sprocket in your Windows tray. Learn more aboutemail trackingandsales notificationsandhow to disable tracking. To log an email and add new contacts to HubSpot from a logged email, the email address you send from in your email client must be one of the following: You can specify email addresses and domains that you never want to log emails for in your HubSpot account settings. Or you can add these email addresses and domains in your add-in settings. Please note : email attachments larger than 50 MB will not log to HubSpot. Your email will still be delivered successfully to the contact and will log to the CRM, but without an attachment. To send a logged email using the Outlook desktop add-in from your Outlook desktop account on a PC: You can customize which associated records your emails are automatically logged to in yourOutlook desktop add-in settings. If you are using marketing contacts, a new contact created by a logged email will be set as non-marketing. Email that are logged to HubSpot using the Outlook desktop add-in will automatically be associated to the records that you specified before sending the email. To see the logged email in HubSpot: To see the logged email in HubSpot: Please note: in order to send email replies from HubSpot and log incoming replies to HubSpot, you must have a connected inbox.
Tracking emails
View the tracked email's status
Logging emails
View the logged email in HubSpot
Connected Email
Track How Many Times a Link Is Clicked Outlook
Source: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-outlook-desktop-add-in
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