HTML Email Status Report can be used to track the activity of emails sent from the Salesforce Platform. Activity Tracking includes First Opened, Last Opened, Number of Times Opened fields. Resolution Go to the Reports object. Click on the New Report button. On the search box, enter HTML Email Status, then the Continue button.
Full Answer
How to track email opens and clicks in Salesforce?
Using MassMailer, you can also track email opens, clicks, unsubscribes, spam report, bounces, blocks, etc. These new Salesforce tools will make it easier to engage with your customers and follow up leads.
What happens when a customer replies to a Salesforce email?
When a customer replies to an email that has the Thread ID the Salesforce will identify the case via the Thread ID, the Case Owner will be sent a notification, and the Email will be added to the Email Related List. To add the Related List to the Case Layout:
How do I report email activity with contacts not in Salesforce?
Ebsta also provides full activity reporting that includes communications with Contacts not in Salesforce. To create an Email Activity Report, Ebsta's Native email sync needs to be running for all users. If you haven't already set this up, please refer to the following article:
How do I create a report on all activities in Salesforce?
In Salesforce, click Reports > New Report 2. Select Activities > Tasks and Events and then click Continue. 3. Click the Filters tab in the left hand menu. 4. Change the Show Me filter to All Activities and click Done. 5. Click the Date filter and select a date range to report on and click Apply. 6.
How do I pull an email activity report in Salesforce?
Required Editions and User PermissionsFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...
Where is HTML email status report Salesforce?
Go to the Reports object. Click on the New Report button. On the search box, enter HTML Email Status, then the Continue button. Add the fields that you would like to add to the report (for example, First Opened, Last Opened, Number of Times Opened fields).
How do I track an automated email in Salesforce?
The only way to see these emails today is via Email Logs. Go Setup>Administration Setup>Monitoring>Email Log Files.
How do I track outbound emails in Salesforce?
Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...
How do I track an HTML email?
To track emails from the Contact's page in Classic hover over the HTML Email Status link at the top of the page. To track emails from the Contact's page in Lightning look for a "last opened" or "unopened" message under the Past Activities section on the right side of the page.
How do I track an Outlook email in Salesforce?
To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you'll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
How do I check email usage in Salesforce?
To view the mass emails you have scheduled, go to your personal settings and select Email | Mass Emails or Email | My Mass Emails. If you have permission to view all mass emails in your organization, from Setup click Mass Email or Monitoring | Mass Email.
What are email logs in Salesforce?
With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. Logs contain information on each email, including the sender and recipient, date and time, delivery status, and any associated error codes. Email logs are in CSV format.
How do I check email logs?
Use Email Log Search (ELS) to find and review email messages sent and received by users in your domain within the last 30 days. Review all messages, or search for specific messages by email address or message ID. You can download ELS search results to a Google Sheet or CSV file.
How do I create an email report?
Click Select Email(s). Click the checkboxes next to the desired email(s) that you want in the report in the drop-down menu that appears. Optionally, add filters. Click Build Report.
How do you put a tracker in an email?
Sending a tracked email is simple....How to Track an EmailEstablish company guidelines on email tracking practices. Technology like email tracking can be used to improve the customer experience, but it must be used responsibly. ... Install an email tracking app. ... Compose an email. ... Check the "Track" box.
What is Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
How to track emails sent through Salesforce?
Under “Setup,” go to “Activity Settings.”. Click on “Enable Email Tracking.”. Submit the information: from then on, you’ll be able to view the email tracking for all emails sent through Salesforce. In the Lightning Experience, email tracking information will be seen under the activity timeline.
How to send mass email in Salesforce?
Sending Mass Emails in Salesforce Lightning Experience 1 Create a contact or lead list or a campaign list. 2 Select the contacts you want to send an email to. 3 Click on “Send List Email” in the upper right corner. 4 Create an email, optionally with an email template. 5 Review the email and send it.
How many emails can you send in Salesforce?
Salesforce still limits emails to 5,000 emails per day and there are file size limitations on attachments. To get past these limitations, you can use MassMailer. Not only does MassMailer alleviate Salesforce email limits, but it also works with Salesforce templates and provides built-in email tracking features.
Does Salesforce track emails?
Salesforce has launched a new feature that is intended to provide better tracking for user interactions, such as email opens. Through better data, you can improve your entire marketing and sales campaigns. Here’s how you can start to track emails in Salesforce….
Can you see if an email has been opened in Salesforce?
Now, Salesforce makes it possible to see whether an email has been opened in the Activity Timeline. Next, to any emails that were sent to customers, you’ll see whether the email is unopened or if it was read. You’ll even be able to see when the email was first opened and last opened.
Can you turn off email tracking in Salesforce?
You can also turn off email tracking for specific individuals if necessary. Some customers may not feel comfortable being tracked through Salesforce and may request that the features be turned off. This is done through the Data Protection and Privacy section, with the “Don’t Process” and “Don’t Track” preferences.
What does Salesforce do when the recipient opens an email?
Outlook) makes a call back to a Salesforce server to deliver the graphic so that it will render inside the email to the recipient. That request for the graphic back to the Salesforce server for the image is how Salesforce knows if the email was opened and how many times.
How to make a bounce report?
However you can make your own “Bounce” report from scratch. First Start by creating a normal Accounts and Contact report. Then once you’re in the report wizard you can search for “bounce” (as in the screenshot below) to find the fields you need. Then you can drag the fields to your report – not too bad!
Can you see results for another user?
If you want to see the results for another User, and you are an Administrator, you can (1) have the User grant you access to their account and run the report as that User, or , (2) you can schedule the report and have it sent to you but be sure to change the “Running User” field to the other User.
