Email Tracking Organization

Nick Frankl
Nick Frankl Posts: 10
edited July 22 in Sales CRM #1

I have seen many posts ask this and lots of employees "tagging for feedback" but I'm wondering what the status is.  

It's doesn't save much time when tracking emails and link clicks if we have to manually scroll through thousands of lines in the sent folder, hover over the eye to see how many times it's been opened, or actually open the email to see if links have been clicked, and how many times.

While the notifications is a good start, it's still not helpful when there are 750 notfications and you have to click "see more" 200 times to see them all, and click to open the whole thread.  

A couple of months ago there was a separate section in the notifications for just email tracking, which then directed to a marginally more helpful tracking insights page, but that seems to no longer be supported.

PLEASE, as soon as possible, allow at least to filter send emails by opened.

Ideally, we would be able to have columns in the contacts section of number of times emails have been opened, number of times links have been clicked, last email opened, last link click as well.   

Comments

  • Joshua Hindman
    Joshua Hindman Posts: 50
    Second Anniversary Photogenic Solution Provider
    edited May 2021 #2

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #3

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

    Hi Joshua, 

    Thanks for the reply.  We send out prospecting emails 100 at a time with the group email function, so realistically a user can get out 2-300 emails per day and 1000-1200 emails per week at high output.

    Ideally we could easily sort who has not opened the email, select them all, and give them a custom second touchpoint email.  

    Then we could sort who has opened the email, and how many times.  It would be nice to see easily also of those users, who opened the links within, and how many times.

    This would quickly tell us at a glance which prospects are more interested due to the fact they are repeatedly looking at the email and/or links, or forwarding the email to their team who is opening the email/links.

    So it's twofold - prospect prioritizing based on interest level, and easy grouping for customized yet efficient follow up.

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #4

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

    Hi Joshua, 

    Thanks for the reply.  We send out prospecting emails 100 at a time with the group email function, so realistically a user can get out 2-300 emails per day and 1000-1200 emails per week at high output.

    Ideally we could easily sort who has not opened the email, select them all, and give them a custom second touchpoint email.  

    Then we could sort who has opened the email, and how many times.  It would be nice to see easily also of those users, who opened the links within, and how many times.

    This would quickly tell us at a glance which prospects are more interested due to the fact they are repeatedly looking at the email and/or links, or forwarding the email to their team who is opening the email/links.

    So it's twofold - prospect prioritizing based on interest level, and easy grouping for customized yet efficient follow up.

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #5

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

    Hi Joshua, 

    Thanks for the reply.  We send out prospecting emails 100 at a time with the group email function, so realistically a user can get out 2-300 emails per day and 1000-1200 emails per week at high output.

    Ideally we could easily sort who has not opened the email, select them all, and give them a custom second touchpoint email.  

    Then we could sort who has opened the email, and how many times.  It would be nice to see easily also of those users, who opened the links within, and how many times.

    This would quickly tell us at a glance which prospects are more interested due to the fact they are repeatedly looking at the email and/or links, or forwarding the email to their team who is opening the email/links.

    So it's twofold - prospect prioritizing based on interest level, and easy grouping for customized yet efficient follow up.

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #6

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

    Hi Joshua, 

    Thanks for the reply.  We send out prospecting emails 100 at a time with the group email function, so realistically a user can get out 2-300 emails per day and 1000-1200 emails per week at high output.

    Ideally we could easily sort who has not opened the email, select them all, and give them a custom second touchpoint email.  

    Then we could sort who has opened the email, and how many times.  It would be nice to see easily also of those users, who opened the links within, and how many times.

    This would quickly tell us at a glance which prospects are more interested due to the fact they are repeatedly looking at the email and/or links, or forwarding the email to their team who is opening the email/links.

    So it's twofold - prospect prioritizing based on interest level, and easy grouping for customized yet efficient follow up.

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #7

    Hi Joshua, 

    Thanks for the reply.  We send out prospecting emails 100 at a time with the group email function, so realistically a user can get out 2-300 emails per day and 1000-1200 emails per week at high output.

    Ideally we could easily sort who has not opened the email, select them all, and give them a custom second touchpoint email.  

    Then we could sort who has opened the email, and how many times.  It would be nice to see easily also of those users, who opened the links within, and how many times.

    This would quickly tell us at a glance which prospects are more interested due to the fact they are repeatedly looking at the email and/or links, or forwarding the email to their team who is opening the email/links.

    So it's twofold - prospect prioritizing based on interest level, and easy grouping for customized yet efficient follow up.

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #8

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

    Hi Joshua - I was having trouble replying directly - is the below helpful?

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #9

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

    Hey Josh - having trouble replying to your comment but posted below.  Any ideas?  Once we cycle through more outreach, email and link tracking essentially become useless, buried under thousands of tracked emails in the sent folder as the only way to currently access the information.  

    The most helpful would be columns in the contact view.  It seems to reason that if it's easy to pull "last email", it should be just as easy to pull how many times that email was opened and the last time it was opened, no?  and pull in how many times links were clicked and last clicked date?

  • Nick Frankl
    Nick Frankl Posts: 10
    edited May 2021 #10

    Hey Josh - having trouble replying to your comment but posted below.  Any ideas?  Once we cycle through more outreach, email and link tracking essentially become useless, buried under thousands of tracked emails in the sent folder as the only way to currently access the information.  

    The most helpful would be columns in the contact view.  It seems to reason that if it's easy to pull "last email", it should be just as easy to pull how many times that email was opened and the last time it was opened, no?  and pull in how many times links were clicked and last clicked date?

  • Nick Frankl
    Nick Frankl Posts: 10
    edited September 2021 #11

    Hey Nick!

    That's definitely frustrating when you're trying to track that much data. Just out of curiosity, what do you usually do with that data or would you do with it if it were presented more clearly?

    Also, are these emails being manually sent by Pipedrive users ?

     

    Just wanted to circle back here