Automatic Email Tracking

Marco Govoni
Marco Govoni Posts: 188
100 Comments Second Anniversary 5 Likes Name Dropper
edited July 24 in Sales CRM #1

Hi, is it possibile to turn on automatically the "track email opening" and "track link opening" ?

Now I have a workflow that send emails but I can't track them :-( 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Marco Govoni , yes it is.

    In your automaton's action, click the "Show more options" link and tick both boxes for email opening and tracking. Make sure to be mindful of GDPR when doing this.

  • Marco Govoni
    Marco Govoni Posts: 188
    100 Comments Second Anniversary 5 Likes Name Dropper
    edited October 2020 #3

    Hi @Marco Govoni , yes it is.

    In your automaton's action, click the "Show more options" link and tick both boxes for email opening and tracking. Make sure to be mindful of GDPR when doing this.

    Thanks Ines! Is there also the possibility to active email tracking for ALL email I send with Pipedrive, so I have not to select it for each email?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited October 2020 #4

    Hi @Marco Govoni , yes it is.

    In your automaton's action, click the "Show more options" link and tick both boxes for email opening and tracking. Make sure to be mindful of GDPR when doing this.

    @Marco Govoni By default it will use the same tracking setting you chose the last time you sent and email.