When you send out an email campaign and enable email tracking, you can get updates about the recipient's activities on the emails. These updates are available under the Activity section of a contact’s Summary View.
Follow these steps to track touchpoints for email campaigns:
- Log in to the CRM.
- Click the main Menu.
- Go to Essentials > Contacts.
- Open a Contact record.
- Click Filters in the Activity section.
- Tick the Email Campaigns checkbox under Customer Touchpoints
You will see updates, such as when the contact opened your email, clicked a link in your email, etc., in the Activity section.
Follow these steps to enable email tracking for email campaigns:
- Log in to the CRM.
- Click the main Menu.
- Go to Essentials > Actions.
- Select Configuration.
- Select Engagement Alerts.
- Scroll down to the Email Campaigns section.