Get insight in performance of mail templates in our funnel
We do sent automated mails (using the automation tool) to our leads at specific moments in our funnel. For now, it is a black box to us how certain mail templates perform. I would really like to have an overview on how certain how well a certain mail performs (open rate + interaction).
I know this is possible in the campaign feature. But if I am not mistaken, it is not possible for automated mails you send, when deals are in your sales funnel.
Is it possible to create this feature?
Comments
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Hi @Scott Drabbe,
You're right in your understanding. At the moment, email performance tracking is only available for emails sent through the Campaigns feature. Emails sent via Workflow Automations, do not currently offer this type of analytics.
Emails sent through workflow automations are treated more like 1:1 or transactional emails, even if they use templates. These emails are delivered differently from marketing emails primarily for privacy, spam compliance, and infrastructure reasons.
While there isn't a native way to track opens or clicks for automated emails sent from the sales inbox, there are a couple of potential workarounds:
- Using Automated Campaigns: If you have access to both Campaigns and Automations, you can trigger Campaign emails based on item actions, which gives you full insight into performance metrics.
- Link tracking: You can also include trackable links in your automated emails to monitor engagement externally.
Thank you so much for sharing this feedback! I hope this helps in the meantime!
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The triggers in the automated mails are related to specific columns in the funnel. Is your explanation 'using automated campaigns' explanation working in this case?
And what exactly are item actions?0
