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Email Tracking

Track email opens, clicks, and delivery status

Open Tracking

See when recipients open your emails.

Open tracking works by embedding a tiny, invisible tracking pixel (a 1x1 transparent image) in the body of your sent emails. When a recipient opens the email and their email client loads images, the pixel is requested from the server, registering an open event. Each open is recorded with a timestamp and approximate location based on IP address.

Where to See Opens

  • Sent email detail — Open a sent email to see the open count, timestamps, and a timeline of open events in the tracking panel.
  • Email list indicator — Tracked emails in your sent folder show an eye icon with the open count next to the subject line.
  • Contact timeline — Open events appear on the linked contact's activity timeline, giving you context about engagement.
  • Notifications — You can opt to receive a notification when a tracked email is first opened. Configure this in Settings > Notifications.
Tracking pixel limitations
Open tracking depends on the recipient's email client loading images. Some email clients block images by default, privacy-focused clients may use proxy servers, and plain-text email clients do not load images at all. This means open tracking provides a useful signal but may not capture every open event.

Click Tracking

Monitor which links recipients click in your emails.

Click tracking works by replacing the original URLs in your email with tracking links that redirect through the CRM server before forwarding the recipient to the intended destination. Each click is recorded with the link URL, timestamp, and the number of times it was clicked.

Click Data

  • Link URL — The original destination URL that was clicked.
  • Click count — The total number of times the link was clicked, including repeat clicks by the same recipient.
  • Unique clicks — The number of distinct recipients who clicked the link.
  • Click timestamps — A chronological list of when each click occurred.

Tracking Indicators on Sent Emails

Visual indicators that show tracking status at a glance.

  • Not yet opened — A gray indicator shows that the email has been delivered but not opened.
  • Opened — A green indicator with the open count shows the email has been viewed by the recipient.
  • Clicked — A blue indicator appears when the recipient has clicked one or more links in the email.
  • Bounced — A red indicator warns that the email could not be delivered (see Deliverability below).

Campaign Tracking vs. Individual Email Tracking

Understand the difference between single-email and campaign-level metrics.

Individual email tracking monitors a single sent email and reports opens and clicks for that specific message. Campaign tracking aggregates metrics across all emails sent as part of a bulk email or campaign, providing high-level analytics.

Campaign Metrics

  • Total sent — The number of emails successfully sent in the campaign.
  • Open rate — The percentage of recipients who opened the email at least once.
  • Click rate — The percentage of recipients who clicked at least one link.
  • Bounce rate — The percentage of emails that could not be delivered.
  • Unsubscribe rate — The percentage of recipients who unsubscribed after receiving the email.
  • Top links — The most-clicked links in the campaign, ranked by click count.

Email Deliverability

Understand bounces and delivery failures.

Not every email reaches its intended recipient. When an email cannot be delivered, it is classified as a bounce. Understanding bounce types helps you maintain a clean contact list and protect your sender reputation.

Bounce Types

  • Hard bounce— A permanent delivery failure. The recipient email address does not exist, the domain is invalid, or the server has permanently rejected the message. Hard-bounced addresses are automatically added to your suppression list to prevent future sends. You should remove or update these contacts.
  • Soft bounce— A temporary delivery failure. The recipient's mailbox is full, the server is temporarily unavailable, or the message was too large. The CRM will retry sending soft-bounced emails automatically. If the email continues to soft-bounce after multiple retries, it is treated as a hard bounce.

Engagement Scoring on Contacts

Track how engaged each contact is based on email interactions.

The CRM calculates an engagement score for each contact based on their email interaction history. The score considers the number of opens, clicks, replies, and how recently the contact engaged with your emails. Higher scores indicate more active and responsive contacts.

Engagement Score Factors

  • Email opens — Each open contributes to the engagement score, with diminishing returns for repeated opens of the same email.
  • Link clicks — Clicks carry more weight than opens, as they indicate active interest in your content.
  • Replies — Direct replies to your emails are the strongest engagement signal and carry the highest weight.
  • Recency — Recent interactions contribute more to the score than older ones. Engagement naturally decays over time if a contact stops interacting.

You can view a contact's engagement score on their detail page and use it to prioritize your outreach efforts. The score is also available as a filter and sort option on the people list, letting you identify your most engaged contacts quickly.