in RecordRecordWorking with EmailsWorking with Emails

About

LinkPoint Tracker enables users to track when an outbound email is opened by one or more recipients. With real-time notifications, users can proactively follow up with key Leads and Contacts. In this section, you will learn how to use LinkPoint Tracker to monitor when emails are opened.

 

cursor-48Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Tracking Email Opens with LinkPoint Tracker

Step_1

Compose an email and click the Track Email button in the LinkPoint section of the Microsoft Outlook Ribbon.


Tip: LinkPoint Tracker will indicate if an email is opened. If tracking an email sent to multiple recipients, LinkPoint Tracker will only indicate that a person has opened the email. It will not distinguish which of the recipients opened the email. If you need to track opens on a per-recipient basis, consider sending separate emails or using LinkPoint Tracker along with the LinkPoint Bcc Sender feature.


Step_2Complete the email and click Send and Record, Smart Send and Record, or Send, to complete the process.


Tip_WebTip: When a tracked email is opened, a pop-up notification will display in real time, alerting the user that the email recipients are currently active.


Tip_WebTip: Emails sent and received within the same IP address will not be tracked. This helps limit the number of internal emails sent that do not need tracking.


Step_3Right click the LinkPoint Assist icon in the system tray and select Open LinkPoint Tracker.

 

 


Step_4View the tracked email information in the LinkPoint Tracker window.

 


Tip_Web

Tip: Use the drop-down list to choose whether to show all emails or limit the list to show only opened or unopened emails.


Step_5Click the column headers to sort the table data by that column of information.

 


Step_6

Select an email and view the Details pane for additional information including the recipients of the email, Subject, Sent, and Last Read date.

 

 


Download_WebDownload: Access the complete LinkPoint Connect: Microsoft Outlook + Salesforce User Guide in .pdf format. Get the User Guide


Support_WebStill need help? Contact our Support Team.