Single Send Email

[tab name=”CRM 2013/2015/2016″] If you want to send a trackable email to one person you can create an Email Send Record straight from the Lead or Contact record. Open the record of the person you wan to send to, press the More Commands button (“…“) at the top of the record, then the Send Email button and a new […]

Clone an Email Send Record

[tab name=”CRM 2013/2015/2016″] After you create an Email Send record, you may want to use the same information to send another email. You can duplicate the Email Send record so that everything except for the recipients is placed into a new Email Send Record. You can also do this on a Sent Email Send. This is the best way to send […]

The Sent Email Send Record: Statistics for your Email

After you have successfully sent out an email with our Email Send record, it will be moved from the My Drafts or All Drafts view into the Sent view. This is called a Sent Email Send and this is where you will find most of your email’s statistics. NOTE: You will notice that the Sent […]

Social Sharing Statistics

After sending your email, you’ll want to see who shared your email on social platforms and how many shares happened over all for Facebook, Twitter, LinkedIn, and Google+. Please refer to this article for instructions on how to insert social sharing links into your email. When the recipient clicks on the a social link inserted […]

Email Send Statistics: Split Test Results

Like a standard Email Send, Email Sends undergoing a Split Test generate Email Event and Sent Email records to record the Email Send’s performance and also populate the Email Statistic graphs within the Email Send record. However, these Email Sends will additionally generate Split Test-specific statistics that help differentiate which Sent Emails were sent out […]