If you would like to have access to Email Analytics for all the emails that you send out through FreeAgent CRM then you have come to the right place. Enabling Email Tracking in your Account will give you access to Email Analytics to know when your emails are opened and if the links within were clicked. This is a great piece of information to have, as you could plan your follow-up call right after that email was opened, or replace the call to action of your link if it is not being clicked.
Edition Qualifier: This feature is available starting on the Professional plan and above.
User Permissions: Only the Administrators can use this feature.
In this tutorial we will cover the following topics:
- Navigate to Email Tracking
- Enable Email Tracking
- Special Considerations
- Email Tracking Domain - Technical Considerations
Navigate to Email Tracking
Open the menu and go to 'Admin Settings' to display the available options, then click 'Email Tracking'. You can also use the search function to get there faster, just start typing 'Email Tracking'.
Enable Email Tracking
To start tracking your emails, just click on the checkbox on the right side of 'Enable Email Tracking' and then click the 'Save' button.
From this moment on, all the emails sent through FreeAgent CRM will be tracked and all the information collected will be available in the Email Analytics section, under Activities.
Email Tracking is disabled as a default for all FreeAgent accounts. You will need to enable it if you want to track emails.
Email Tracking Domain - Technical Considerations
This is not a frequent problem, but due to the strict security standards of some email servers, emails with email tracking functionalities could be marked as spam.
In order to avoid this from happening, you would need to have your own domain. If you do, it is recommended that you configure a CNAME in your email domain that redirects to our email domain: freeagent.network. Once you have it, you will need to add it as the "Email Tracking Domain".
If you don't have access to create the CNAME in your domain and point it to freeagent.network, then we strongly recommend that you keep freeagent.network as the "Email Tracking Domain".