Email tracking: getting Opened COUNT

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Vincent_27583
Vincent_27583 Member Posts: 25
First Comment
edited July 2022 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 Member Posts: 4
    edited April 2021 #2
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    That would be great. 

    More parameters for email effectiveness tracking.

  • Paulina Wolf
    Paulina Wolf Member Posts: 1
    edited April 2021 #3
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    Such a report would help a lot. Anything planned in this regard? 

  • Wouter Vertriest
    Wouter Vertriest Member Posts: 4
    edited April 2021 #4
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    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 Member Posts: 25
    First Comment
    edited April 2021 #5
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    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 Member Posts: 25
    First Comment
    edited April 2021 #6
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    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 Member Posts: 11
    Name Dropper First Comment First Anniversary
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    @Vincent_27583 did you ever come up with a solution for this?

  • Jimmy
    Jimmy Member Posts: 2
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    If there would be a solution to this - I would also be very happy!

    I generally find it strange that basically the most important metric is so hard to track, as open/click count is the main focus of my sales teams, especially after seeing so many people asking for the exact same feature.

    Please give this some consideration Pipedrive!

  • hovallev
    hovallev Member Posts: 1
    Name Dropper First Comment
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    Hi team,

    Any progress on this? It would be super helpful. Our current approach prioritizes individuals who've shown more interest in terms number of emails and link openings, but manually checking each email is getting tedious. Please update us if there's any news.

    Thanks!

    @Roadmap Tech @João Salgueiro