topic Capabilities of emailing and insights from emails send via HubSpot in Sales Email

Capabilities of emailing and insights from emails send via HubSpot

ISmolin — Thu, 28 Nov 2024 12:42:55 GMT

Good day, everyone!

I see that HubSpot has capabilities to see how many times an email was opened, by whom (Contact, email), and at what time if we send it using HubSpot, but not an email Client we use—Gmail/ Outlook, right? I can see it in a feed in Prospecting.

Should the email be sent directly from HubSpot to use those features, or can we do it just via an email client synced with HubSpot? Can we see the links that were clicked, how many times, and when? What about documents? Can we get any insights from anything and everything that was clicked and opened by a prospect and the customer in HubSpot regarding the time and number of times?

I would appreciate your guidance and links to the Knowledge base related to this topic.

Thanks.

Re: Capabilities of emailing and insights from emails send via HubSpot

karstenkoehler — Thu, 28 Nov 2024 12:46:20 GMT

Hi @ISmolin,

With one of the sales extensions, sending emails from Gmail or Office 365, you should see the same level of functionality as when sending an email from within HubSpot: https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales

Have a look at the documentation and let me know if you have any follow-up questions! You might also find this helpful: https://knowledge.hubspot.com/connected-email/understand-hubspot-sales-email-open-and-click-tracking

Best regards!

Re: Capabilities of emailing and insights from emails send via HubSpot

Jigar_Thakker — Thu, 28 Nov 2024 13:21:48 GMT

Hi @ISmolin ,

Great questions! Here’s how it works:

- You can send emails either directly from HubSpot or through your synced email client like Gmail or Outlook, as long as you have the HubSpot extension set up. Both options will allow you to track things like opens, clicks, and document views. However, sending directly from HubSpot might give you more accurate tracking data.

- For links and documents, HubSpot will track when links are clicked and how many times, and it will also show you when a document is viewed and how it was interacted with. You can see all of this in your HubSpot activity feed, including when an email was opened, how many times it was clicked, and all the document interactions.
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Kindly find the links to the knowledge base regarding this below:

To Understand email tracking and logging: https://knowledge.hubspot.com/connected-email/understand-hubspot-sales-email-open-and-click-tracking
To Understand marketing email account settings- https://knowledge.hubspot.com/marketing-email/manage-your-marketing-email-account-settings
To Understand marketing email insights - https://knowledge.hubspot.com/marketing-email/analyze-marketing-email-insights

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If this helps, feel free to mark it as the solution ✔️ and give it an upvote! 😊 Let me know if you have further questions!