Email Tracking Statistics

  • See which emails your customers are opening, clicking on etc.

  • Manage what email tracking data is pulled back into Salesforce.

  • Show summarized stats using the email activity component.

There are three types of email that can be sent via Campaign Monitor:

1. Campaign
2. Journey
3. Smart Email

Campaign Monitor stores the interactions made by a receipent. Via the integration this information can be pulled into Salesforce and stored at different levels. An interaction is grouped into types - sent, opened, clicked, unsubscribed, bounced, etc...

For campaigns or journeys tracking information can be stored in our Email Tracking History object.  This object appears as a related list on contacts or leads (illustrated below). Additionally these records are available to Salesforce reporting and dashboards.
Optionally you add one of our Lightning components to the page.  The component shows similar information to the email tracking history object but instead of using stored records in Salesforce it surfaces the data from Campaign Monitor. This can be useful if Salesforce storage is an issue. By surfacing data no records need to be stored in Salesforce.

Smart Emails use a different sent of Campaign Monitor APIs and therefore do not work the same as campaings or journeys. Instead you have the possibility of creating a Salesforce task. If you create a task you can also use a separate Lightning Component to surface email interactions. Surfacing data just means we don't store email tracking history in Salesforce.

Viewing email tracking statistics

As mentioned above email tracking comes from three different sources. For campaigns and journeys this information can be viewed alongside a Salesforce lead or contact record. Each interaction is stored in a Salesforce custom object called email tracking history which appears as a related list on a contact or lead record.

If there are multiple interactions of a certain type within the same minute, we will only store a single record. i.e. if a user (or an email client) opens the email multiple times within the same minute, then you will only see one record for the opened email for that minute.

However syncing these tracking records can result in a lot of data and may cause issues if your Salesforce environment runs out of space.

When the primary sync runs (typically every hour) Campaign Monitor for Salesforce will pull these records into Salesforce. Creating any record in Salesforce counts against your data storage limits. If you have a lot of tracking data or have already used up your storage limit this can be a problem. One solution is to use the Campaign Monitor for Salesforce email activity component in lightning. which surfaces the data instead of storing it.

You can also see data tracking information via two Lightning Components.  One component is for Campaigns and Journeys.  The other is specifically for smart / transactional emails.

Storage limits with email statistics

Email tracking statistic records take up space with Salesforce and will count against your overall Salesforce storage limit.  The storage of email tracking statistics can be managed via our settings tab, Click here to learn more. If storage is an issue consider using our Lightning Components, these surface data and therefore do not need records to be created.

Storing email tracking data in Salesforce is a premium feature.  If you switch to the free plan, email tracking data will be removed from your Salesforce org and the ability to control it will be disabled.

Unmatched email address

The application will attempt to find and link the email tracking record to a Salesforce contact or lead. If there is no match, then the records will still be created in Salesforce (and can be used in reports etc), but they will not be connected to a contact or lead.

Lightning Component

As mentioned above you can make use of two Lightning Components.  

Campaigns & Journeys
The Email Activity & Journeys componet will show you tracking data by surfacing it in real time in Campaign Monitor. In addition it will provide a summary as indicated at the very bottom. Surfacing data is a good option if you prefer not to store data using up your Salesforce storage allowance.
Transacational Email Activitiy
The transactional email activity componet will aslo show you tracking data by surfacing it in real time in Campaign Monitor. The component works by finding a message ID created when a task is created via transational email mappings.

Important notes on components
  • They currently only works with Salesforce lightning.

  • The components can only be added to the contact or lead page layouts.

  • We surface both classic campaign and journey tracking data in one component and journey information in another.

  • Data is pulled via subscriber list memberships, if this data is not being added to Salesforce you will not see tracking data for campaigns and journeys.

  • You can filters on the components for example a particualr list or email that has been sent out.

Adding the lightning component:

  1. Within Salesforce lightning, navigate to a Salesforce contact or Lead record.

  2. Click on the Setup cog on the top right.

  3. Select Edit page.

  4. On the left side, pane scroll use the search components to find both the Campaigns & Jouneys and the Transactional Email Acitivty components.

  5. Once found drag and drop email activity on the page.

  6. Click Save.

We recommend that a Salesforce system administrator with experience working with lightning page layouts adds the component.

Salesforce reporting and dashboards

Included in our application are several custom Salesforce report types that allow further analysis of the tracking statistics. i.e. show me all the people who clicked on a particular link that also have a lead status that equals web.
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