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Leadinfo E-mail Tracking

Gain insights in how effective your sales e-mails are with Leadinfo E-mail Tracking. Learn more on how to set up the feature!

Do you have insights in how effective your cold email activities are? Do you know what leads click through to your website from your sales emails? Well now you do! The Leadinfo E-mail tracker gives insights in the effectiveness of your cold email activities.

The Leadinfo E-mail tracker allows you to 
  • Track interactions of your cold email efforts within Gmail and Outlook
  • Easily spot leads that visit your website through your sales emails 
  • Exactly see what pages a person visited
  • Create segments and automation based on visits from your sales e-mails. 

In this article we’ll show you how to set up e-mail tracking and where you can find the information within Leadinfo.

 

Please note: In order to use e-mail tracking you need to ensure that you are GDPR-compliant. Read more about GDPR compliance whilst using the e-mail tracking in this article

 

Set up the e-mail tracking extensions


Leadinfo provides e-mail tracking extensions for Gmail and Outlook. Follow the steps below to set up your E-mail extensions. 


Install E-mail Tracking for Google Chrome

 

Step 1: Head to E-mail Tracking in the portal to download the most recent Google Chrome extension

 


Step 2: Add the extension to Chrome. Google will automatically direct you to your Gmail.

 

Step 3: In your email, you will now find Leadinfo Logo on the right sidebar. Click on the Logo and enable the extension to start tracking your emails! 

Step 4: Determine what you want to do:

  • Track new e-mails by default: Select this option if you automatically want to track all e-mail send. If you turn this off you can determine to track the e-mail when you create a new e-mail. 
  • Track the links in your e-mails: Select this option if you want to track if someone clicks on the links in your e-mail. If you turn this on you will see the exact pages the lead visits after they clicked through in your e-mail. 

Step 5: You will now see two checkmarks next to each e-mail.

  • If one check mark is coloured the email is tracked but not yet opened
  • If two checkmarks are coloured, the email is tracked and has been opened.


Hover over the checkmark to view detailed information on when the e-mail was opened for the first time, when it was opened for the last time and how often someone clicked on the URL. 

 

Install E-mail Tracking for Outlook 

 

Step 1: Head to E-mail Tracking in the portal to download the most recent Outlook extension

 

Step 2: Add the Outlook extension. You will be automatically redirected to the Office Store.

 

Step 3: To open your email extension you have to click on the dots at the right fo the toolbar. Click on the Email tracker. Please note that this can differ per outlook version. If the extension is not there, it can be found under "message". 


Step 4: In your email, you will now find the Leadinfo logo on the right sidebar. Click on the logo and activate the extension to track your emails.  The side panel can be "pinned" so that it always opens automatically when you open an email or create a new email.

 

Step 5: Determine what you want to do:

  • Track new e-mails by default: Select this option if you automatically want to track all e-mail send. If you turn this off you can determine to track the e-mail when you create a new e-mail. 
  • Track the links in your e-mails: Select this option if you want to track if someone clicks on the links in your e-mail. If you turn this on you will see the exact pages the lead visits after they clicked through in your e-mail. 

Step 6: Tracking emails is done through the side panel. When you want to see the data, navigate to your sent messages in Outlook. Once the email is opened, you can click on the side panel.



E-mail information within Leadinfo


Now that you have set up the extension, you can start identifying the leads that visit your website through your sales mails. Within Leadinfo you can filter based on the e-mail tracker activity! 


Where to find e-mail information?

If a lead visits the website through one of your cold e-mails, and you've set up the e-mail tracker extension an E-mail Icon is added to the company in the inbox. As seen in the image below. 

 

Once you click on a company profile you will see the email address above the activity as seen below.

 


Opens and clicks of a tracked email can also be found in the company profile. 


 

View all E-mail Tracker visitors in the inbox


Easily create an overview of visitors visiting your website through your cold emails.

Step 1: In the Leadinfo inbox, click on "Advanced Filters" and click on "+Add filter".

 

Step 2 : From the list of filters, select the filter "Medium". Here you'll need to select "Email Tracker".

 

Step 3 : Apply the filter to see all the leads visiting your website through your sales emails.