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A
Anonymous
January 3, 2013
Question

View Multiple Email Clicks in Sales Insight

  • January 3, 2013
  • 4 replies
  • 1466 views
Is it possible to view in Sales Insight the number of times that a lead has opened an email? When sending an email through Salesforce, reps can view how many times, and the last time, a lead has opened all of the emails that he/she has received, and we cannot do that currently with SI.


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4 replies

A
Anonymous
January 3, 2013
I am not aware of a counter that you can put in place, but you can create an interesting moment every time they open an email. That would get quite cumbersome, so you can create an interesting moment if they open a certain email 2, 3, 4... times. And you can put the number in the description of the interesting moment so your rep knows the count. Not ideal, I'm aware, but it's one workaround.
A
Anonymous
January 4, 2013
You might also create Score type fields for opens and clicks of the latest email.  When a new email was sent, it would reset those fields.  You can view the Sales Insight Score tab to see the click and open dates.
A
Anonymous
January 4, 2013
If you mouse over the "Checkbox+" in Sales Insight, you can see the number of times a lead clicked an email. See this screenshot: cl.ly/image/2S2h04232f0i
A
Anonymous
January 7, 2013
Thanks, Jason, that's definitely helpful to see the number of clicks, but do you know if there is a way to see the same thing for the number of times the email was opened? 
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