Automatic Email Tracking

Marco Govoni
Marco Govoni Member Posts: 152 VERIFIED MEMBER
Fifth Anniversary 100 Comments 5 Up Votes 5 Likes
edited July 2022 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 Posts: 2,001 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2022 #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 Member Posts: 152 VERIFIED MEMBER
    Fifth Anniversary 100 Comments 5 Up Votes 5 Likes
    edited October 2020 #3
    Inês Batata said:

    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 Posts: 2,001 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #4
    Inês Batata said:

    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.

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