Email tracking: getting Opened COUNT

Vincent_27583
Vincent_27583 Posts: 28
edited July 27 in Sales CRM #1

Pipedrive allows users to track the emails they send. This lets you know when & how many times a recipient has opened the email you've sent them.

 

I've noticed that people who open my outreach email 3+ times are extremely likely to pick up the phone if I call them. However, they're  unlikely to reply to my email, so if I don't reach out by phone, there won't be a sale.

 

I would like Pipedrive to let me view the following table:

 

1 row for each email I've sent

columns:

1 - email subject line

2 - recipient email

3 - recipient phone

4 - sent on (date)

5 - email opened (yes/no)

6 - email opened COUNT. The table would be ordered by this column. from largest to smallest

7 - reply received (yes/no)

 

If the Insights tab can't do it, I'd be quite happy with an Excel export.

 

Thank you and keep up the good work! @Cathia Sebastião @Roadmap Tech 

Comments

  • Wouter Vertriest
    Wouter Vertriest Posts: 4
    edited April 2021 #2

    That would be great. 

    More parameters for email effectiveness tracking.

  • Paulina Wolf
    Paulina Wolf Posts: 1
    edited April 2021 #3

    Such a report would help a lot. Anything planned in this regard? 

  • Wouter Vertriest
    Wouter Vertriest Posts: 4
    edited April 2021 #4

    Thought about it.

    The way to track f.e. 100 mails at this moment, I would do the following:

    1. Only send out those 100 mails on a specific day. With open tracking and link tracking ON
    2. Go to insights tab, make a e-mail report and filter on that specific day
    3. Now you see your open rates on that specific e-mail

    Now you see your OR/CTR but not the response rate. So adding that (and parameters suggested by Vincent) would be awesome.

     

  • Vincent_27583
    Vincent_27583 Posts: 28
    edited April 2021 #5

    Thought about it.

    The way to track f.e. 100 mails at this moment, I would do the following:

    1. Only send out those 100 mails on a specific day. With open tracking and link tracking ON
    2. Go to insights tab, make a e-mail report and filter on that specific day
    3. Now you see your open rates on that specific e-mail

    Now you see your OR/CTR but not the response rate. So adding that (and parameters suggested by Vincent) would be awesome.

     

    Thanks Wouter for your suggestion. This is indeed a clever workaround! However :( , I send emails all day every day, and an email sent on Monday may be opened on Thursday, so relying on the Insights tab to monitor same-day open rates means you're missing out on a big part of the picture.

    Any chance we can get an Excel export for that anytime soon? Thanks!

    @Roadmap Tech

    @João Salgueiro 

  • Vincent_27583
    Vincent_27583 Posts: 28
    edited April 2021 #6

    Thanks Wouter for your suggestion. This is indeed a clever workaround! However :( , I send emails all day every day, and an email sent on Monday may be opened on Thursday, so relying on the Insights tab to monitor same-day open rates means you're missing out on a big part of the picture.

    Any chance we can get an Excel export for that anytime soon? Thanks!

    @Roadmap Tech

    @João Salgueiro 

  • Sam Boyd
    Sam Boyd Posts: 12
    10 Comments Name Dropper First Anniversary

    @Vincent_27583 did you ever come up with a solution for this?