Enable Enhanced Email. Under Setup, go to Activity Settings. Click on Enable Email Tracking. Submit the required information. You’ll then be able to view the email tracking for all emails sent through Salesforce.
Full Answer
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 to track emails in Salesforce?
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. To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking.
How to add thread ID in email to case in Salesforce?
1) Email to case must be activeted in your org (Customise -> Case -> Email-to-case) Activate the email to case check box and select the When sending email from a case, insert Thread ID in the following sections: option as shown below and also check the On Demand service checkbox. Then thread id is appended in subject...
How do I reply to a customer in an email thread?
When replying to a customer always change the address from the Owner to the Email to Case support address. If this is not changed then the response from the customer will be sent to the owner of the case and will not be added to the Email Thread. 3. Add the Email Related list to the Case Layout.
How do I track email replies 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 track email tracking in Salesforce?
In Salesforce Classic, you can see email tracking information in the HTML Email Status related list and the HTML Email Status report....From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Email Tracking.Click Submit.
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 check email deliverability in Salesforce?
From Setup, enter Test Deliverability in the Quick Find box, then select Test Deliverability. Enter your business email address. Click Send. Salesforce sends a test message from all IP addresses to your business email address.
How do you track emails?
0:071:55How To Track Emails in Gmail (Free & Unlimited) - YouTubeYouTubeStart of suggested clipEnd of suggested clipSimply hover your mouse over the mail tag icon which is displayed in your emails threads and sentMoreSimply hover your mouse over the mail tag icon which is displayed in your emails threads and sent mail folder.
How do I enable email tracking?
Enable Email Tracking in GmailClick the Email Tracking button in the compose panel.The Email Tracking button will turn green to indicate that tracking is enabled. ... Click Send.You will receive a real-time notification* when the email has been opened by the recipient.More items...
How do I create an email activity report in Salesforce?
Report on Email MessagesFrom 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...
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 enable email logs in Salesforce?
Request an Email LogFrom Setup, enter Email Log Files in the Quick Find box, then select Email Log Files.Click Request an Email Log.Optionally, you can filter an email log to only include entries where a specific domain name or email address appears in a field, such as Recipient or Message ID Header .More items...
What is Salesforce email relay?
In simple terms “Email Relay” means that any email that needs to go out from your Salesforce Org will be sent through your company's email (SMTP) Server and not through Salesforce SMTP Servers. There are different scenarios under which emails can be sent out from a Salesforce Org.
What is test deliverability in Salesforce?
Required Editions However, using the Test Deliverability feature, you can easily send an email to yourself from each of the potential Salesforce IP addresses. If you receive all emails, then you aren't blocking any of the Salesforce IP addresses.
What do you mean by email deliverability?
Email deliverability is the ability to deliver emails to subscribers' inboxes. It is what some marketers use to gauge the likelihood of their email campaigns reaching their subscribers' inboxes related to actual delivery–like ISPs, throttling, bounces, spam issues, and bulking.
How much of an email can RMM handle?
In most situations, RMM can handle more than 90 percent of incoming messages by either sending an automatic reply to the sender or forwarding the incoming message to the appropriate email address for further review. Let’s take a look at the general process.
Do all marketing cloud accounts require a sender profile?
And because all Marketing Cloud accounts require a default sender profile to manage your sends, you’re likely already familiar with how to set one up. In the next unit, we take a look at how sender profiles, delivery profiles, and send classifications make handling all of your sends much easier.
What is Email Tracking?
Email tracking is the process of capturing data on email opens, click-throughs, locations, times, undeliverable messages, etc. Use this tracking data to monitor campaign performance, and guide future business decisions.
How Does Email Tracking Work in SFMC?
Within SFMC, email tracking uses a 1×1 pixel transparent (i.e. invisible) GIF image to track opens, clicks, and the exact time and date of email opens. This pixel is automatically inserted into every email unless you use an HTML-Paste template.
SFMC Email Tracking for Opens and Clicks
SFMC records all open and click events, including exact times, related to an original subscriber in an email send. Within this tracking data, there is an extra parameter to track unique opens and clicks.
How to Compare Tracking Results for Emails Within a Campaign
SFMC email tracking makes it easy to compare the high-level results – sent, delivered and opened – of multiple emails within a single campaign. You can also track how many subscribers unsubscribed, and the number of click-throughs.
Email Conversion Tracking in SFMC
Email conversion happens when a recipient opens your email and takes a follow-up action within a defined conversion period. For example, if a recipient clicks on the “Buy Now” link within your email and makes a purchase on your store, a conversion is recorded for that email.
How to Track Impressions, Triggered Sends, and Links in SFMC
Track the performance of emails containing content built by AMPscript or dynamic content in Email Studio. Give each region in the email a unique identifier, which the system will use to track, segment, and report against data for each region. You can configure impression tracking by region using AMPscript.
A Final Word
Email tracking in SFMC helps you save time and contact only those subscribers who want to open and engage with your emails. It also provides valuable insights into your subscribers and your interactions with them. Use this information to improve your email marketing strategy and strengthen your subscriber relationships.
