Effortless Salesforce Email Tracking

The importance of email marketing continues to grow amid other new technologies. It is a strategy widely used by sales reps to reach customers where they are across different channels. Email tracking helps marketers and sales reps to know whether their marketing messages reached the intended targets. 

They use tracking to analyze total clicks achieved, leads that require follow-up, and areas that require improvement. You need to customize Salesforce settings to enable Enhanced Email and Email Tracking. Once it is activated, you effectively track emails sent from Outlook, Gmail, and Salesforce. 

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What details does tracking include?

The purpose of email tracking in Salesforce is to monetize your inbox data. When you integrate the salesforce email tracking feature with the Email Sidebar by Revenue Grid, it becomes easier to create more opportunities from emails. Tracking helps you to see what happened to the email marketing messages you send to audiences. It generates a report that shows features such as:

  • Deliverability rate
  • Bounces rate, including block bounces
  • Unsubscribe rate
  • Total clicks
  • Unique opens
  • Click activity (the exact links that were clicked)
  • Total forwards


Get a 360-degree view of your email activities

The tracking feature in Salesforce keeps all customer conversations well organized. The tool organizes your dashboard insights based on the following:

  • Individual customer account activities
  • Opportunities
  • Leads to follow-up
  • Responses that require attention

Your team views the first email that was logged and the subsequent actions by customers/audiences. The tool further stores older conversations in the back and keeps fresh conversations in the front so that each conversation remains insightful. With tracking, your sales team ensures no sales opportunity is lost. 


How does salesforce email tracking work?

Email tracking provides you with detailed information about the success of your email marketing messages. However, you need to pay attention to customer privacy and email best practices. Develop email tracking guidelines and share them with your sales team. They include a privacy policy, how to track and when to track. 

Configure your Salesforce settings to enable sending trackable emails. It works well with email services like Outlook and Gmail. Once you send trackable emails, keep an eye on your dashboard for alerts and insights. The Salesforce email tracking feature is automated to work without human help. It keeps populating your dashboard with analytics. Keep checking your data and decide the next action.  

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Eliminate manual email tracking for increased productivity

Manual email tracking is tedious, labor-intensive, and time-consuming. Your sales team has to go through a long list of email contacts to check responses. They cannot get some details, such as which links were clicked or the location customers opened emails from. Due to the length of time spent in manual tracking, a lot of productive hours are lost. Automated tracking saves time, reduces errors, and increases productivity. 


How email tracking benefits organizations

Email tracking provides you with the right valuable data that allows you to make productive decisions. Several tools make tracking more effective and detailed. Your team not only knows when an email was opened but also the location it was opened from. They know how many links were clicked and the next action a recipient took. Tracking benefits organizations in several ways. 

Fine-tuning email marketing campaigns: Salesforce email tracking generates precise data that your organization can use to fine-tune its email marketing campaigns. They create content that maximizes leads and customers.

Determining deliverability: Deliverability is an important factor in email marketing. It determines the success of email campaigns and revenue growth. The team can see which recipients never opened emails in the previous campaigns. If they never opened, they are likely not to open the next one.

Sending emails at the right time: Different customers open emails at different times. Tracking helps sales teams know when customers open emails so that they send them at that time. The right time to send emails is when the read rate is highest.



Email tracking helps marketers get insights into what email messages were opened, location, and the links that were clicked. It provides the team with an opportunity to improve their email marketing content and strategy. Tracking provides a better view of the success of email marketing campaigns. 

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