Mailing History

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

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

  • Show summarised stats using the email activity Component.

Email tracking history records show you how your contacts or leads have interacted with your Emma campaigns. You have two options on how email tracking history is available in your Salesforce org. The default is for tracking history to flow into Salesforce from Emma create actual records. These records are linked automatically to contacts and leads, and you can also build Salesforce reports upon them. The downside is they do take up Salesforce storage, for most of our customers this will not be an issue.

The other option is to disable email tracking history from the settings tab and add our lightning component. The Lightning Component surface data from Emma in real-time and therefore does not create any Salesforce records, so storage becomes less of an issue.  It does, however, mean that you cannot create Salesforce reports.

Either option is easy to work with, and you can always change your mind at a later date.

Only Salesforce Lightning users can view the component.

Viewing email history

Email tracking information can be viewed on a Salesforce lead or contact record, and an Emma audience record under mailing history. The email tracking related list (stored records) is added to both the contact and lead pages automatically upon install. You can easily remove the related list and in the component, steps below:

Adding the email history 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 email activity.

  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 Lighting page layouts adds the component.

The component only works with objects that have a least one email field.

This screen shows any associated tracking email statistics pulled in from Emma see: Mailing history

Open and Click Rates

Open and click rates can provide an indication on subscriber engagement. When combined with other local Salesforce records they can be a powerful tool for metrics like lead scoring i.e. show all members who have an open rate of X% that also have subscribed to existing products.

Open and Click rates can be found on the Member detail screen for a subscriber. The rate fields are available to Salesforce reports via the Emma audience object (fields: em4sf__Click_Rate__c and em4sf__Open_Rate__c).

The rate fields are calculated from the records stored within Salesforce. The rates may be different to Emma depending on what is Stored in Salesforce.

Next Steps

Below are two articles that are recommended reading and the best next steps.


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