🖼️ Email Open Tracking
- When you send a trackable email through Pipeline CRM, a tiny, invisible image (called a tracking pixel) is embedded in the email body. When the recipient’s email client loads this image, it signals to Pipeline CRM that the email has been opened.
- To find out if someone has opened a trackable email, check the Activity Feed in the records profile. This activity will be categorized as a Trackable Email Action.
- Image Blocking: The open may not be recorded if the recipient’s email client blocks images by default.
- Multiple Opens: Actions like forwarding the email or refreshing the inbox can cause the tracking pixel to load multiple times, potentially recording multiple opens.
- Internal Opens: If you open the sent email from your own email client, it may register as an open, but it won’t specify who opened it.
🔗 Link and Attachment Click Tracking
Links and attachments in your emails are routed through Pipeline CRM’s servers. When a recipient clicks on a link or opens an attachment, they’re directed through Pipeline’s server, which logs the click before redirecting them to the intended destination.✉️ Tracked vs. Untracked Emails
- Campaign Emails: All campaign emails are tracked automatically.
- Individual Emails: When composing a single-recipient email, you can toggle tracking on or off by clicking the “Tracked” option.
- Multiple Recipients: Tracking is not supported for individual emails sent to multiple recipients (i.e., using To, CC, or BCC fields)
🚫 Limitations
- Pipeline Sending Required: Email must be sent through Pipeline CRM to utilize tracking features. Sending emails via your regular email client, even with a Pipeline extension, won’t embed the tracking pixel; thus, tracking won’t function.