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            Use and Filter Email Open Tracking

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            Use and Filter Email Open Tracking

            Keeping an eye on if and when customers open your outgoing emails is the best way to know if the emails are successful. You can turn on tracking for all Salesforce emails, or allow recipients to specify that they don’t want emails from you to be tracked. You can also filter out engagements based on the reader’s email IP address.

            Required Editions

            Available in Lightning Experience, Salesforce Classic, and all Salesforce apps in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            • Considerations for Email Open Tracking
              Keep these considerations in mind when working with email tracking.
            • Enable Email Tracking for All Customers Opening Email from Your Company
              Let sales reps see if and when customers open email sent through Salesforce. In Lightning Experience, reps see tracking info right in the activity timeline, and—if they aren’t using Einstein Activity Capture—in the HTML Email Status report. Salesforce Classic users see the indicators in a report or in a related list. This feature applies to all emails sent through Salesforce; it can’t be turned off for individual emails or customers.
            • Enable Email Tracking for Individuals Opening Email from Your Company
              Help your sales reps honor customer requests to not track if and when they open email that reps send through Salesforce. Configure Salesforce to respect individual email tracking preferences for contacts, leads, and person accounts in the data privacy record based on the Individual object.
            • Enable Filtering for Email Tracking by IP Address
              To ensure that email tracking engagement data isn’t included when an email is opened by an internal user, add your company’s IP address range. If an email is set to be tracked and is opened by someone with an IP address in the range, that open isn’t included as an engagement.
            • Set Up Filtering for Email Tracking by IP Address
              To ensure that email tracking engagement data isn’t included when an email is opened by an internal user, add your company’s IP address range. If an email is set to be tracked and is opened by someone with an IP address in the range, that open isn’t included as an engagement.
             
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