Enable Email Tracking for your entire organization to gain access to Email Analytics for all the emails that you send out through FreeAgent CRM. You will be able 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.
User Permissions: Only the Administrators can use this feature.
In this tutorial we will cover the following topics:
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, just start typing 'Email Tracking'.
Enable Email Tracking
To start tracking your emails, click on the Enable Email Tracking checkbox.
IMPORTANT: Email Tracking is disabled by default for all FreeAgent accounts. You will need to enable it if you want to track emails.
In the Email Tracking Domain field, add your domain and Save your changes.
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.
Custom Email Tracking Domain
You will need a custom email tracking domain to enable this feature. There are two different options you can choose from, depending on what it is that you want to accomplish:
Create a CNAME
For this option, email attachments will require a new window to open in order for them to be downloaded.
You will need to configure a CNAME in your email domain that redirects to our email domain: freeagent.network. Then use the CNAME as the Email Tracking Domain in FreeAgent CRM.
Create a CDN (Content Delivery Network)
This will allow you to enable SSL for your Email Tracking Domain. With this, your email attachments are downloaded straight away.
Configure a CDN and add an SSL certificate to it. This CDN needs to use the same domain as your email to prevent your emails to be marked as spam by email providers. Use the CDN as your Email Tracking Domain and make sure to click the checkbox to enable SSL in FreeAgent CRM.
Any CDN will do since you won't be making use of their content cache feature. We just need it to act as a proxy for the Email Tracking Domain. These are just some of the options available in the market: Google Cloud CDN, Amazon CloudFront, StackPath, Rackspace, Cloudflare, KeyCDN, CacheFly, Sucuri.