Cirrus Insights Email Tracking – Jenny’s Weekly Tip #44

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With busy working days the last thing we want to do is chase emails and worry about if they have been delivered to the recipient or not. So wouldn’t it be great if there was a way that you can see if your emails had been received?

With Cirrus Insights new feature – Email Tracking, this is possible. Email tracking allows you to know who opens your emails, when and where in the world. Being able to track your one-to-one emails means that you can see how your customers and prospects are responding to your messages. Not only can you track emails by location, but you can also see what device they have been opened on.

So, let’s see how you can enable Email Tracking in Gmail.

Turn on Email Tracking

1. Navigate to Settings in the Cirrus Insight Sidebar and select Email Tracking

2. Make sure ‘Track Emails by Default’ and ‘Enable Real Time Notifications’

Once Email Tracking has been enabled you are pretty much good to go.

Track Emails with the Click of a button

1.Tick the Email Tracking Icon when composing/responding to an email.

2. Check your Recent Opens, Unopened and Person information on all sent email.

3. You can hover over an email to receive a snapshot of the Subject, Time opened, Number of Times Opened etc.

Real-Time Notifications for Email Opens

1. When an email has been opened by the recipient you can receive pop ups on your desktop informing you of that.

Follow up quickly with a call and log it

1. Why not follow up an email with a quick call and then document that call in Salesforce.

(For more information on adding Activities to Salesforce see Salesforce Task Integration)

These are just a few of the functions that you can expect from the new Email Tracking feature from Cirrus Insight.

If you want more information on some of the other Email Tracking functions, namely  Automatically Log Tracking Information into Salesforce and Analyse User and Template Success Statistics then keep an eye out for future tips.

For more information on Cirrus Insights other features feel free to check out my Weekly Blog on the Desynit Website. Or if you would like to speak to someone then pop Desynit’sShaun Holmes a call.

I will see you next week for more cloud related tips.

Jenny

Desynit Limited

Cloud Service Administrator
uk.linkedin.com/in/jennybamber/
https://twitter.com/Jenny_Bamber

By Jenny Bamber
27 June 2014
Jenny's Admin TipsJenny's Weekly TipsThe Good Systems Blog

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