HubSpot Email

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18 Min Read

Free HubSpot Email Tracking Expands The Customer Experience

As a B2B company, have you ever wondered what the average open rate of your emails should be? Well, the HubSpot team analyzed open rate data from 25,000,000+ emails across 28 industries, and determined it's 37%.  

Does your open rate come close to this? If not, we have a tactic you need to implement...email tracking. 

Learn how the HubSpot email tracking tool in SalesHub can save you time, provide insight, improve customer experience, and increase your opened emails and answered calls. 

HubSpot Email Tracking

HubSpot Email Tracking

 

How often do you send emails and wonder if the person saw it, opened it, or just move it to the trash?

Sorry to break the news, but this approach is outdated and frankly kind of silly with all the amazing sales and marketing software in today's market! 

In a nutshell, HubSpot email tracking is the ability to track sent emails and then use that data to make informed decisions about future communication and engagement with contacts. Typical data that's captured is:

  • Open rates
  • Times
  • Locations
  • Click-through-rates 

Knowing this type of information is super beneficial!

It gives you the ability to know when your email was open so you can send a perfectly timed follow-up email. Sending the right type of emails to leads at the right time is one of the best ways to increase conversions and the amount of sales calls you book, helping you to close more deals faster. 

Next, we'll discuss more benefits of HubSpot email tracking. 

Benefits of HubSpot Email Tracking

  • Saves time
  • Provides Context
  • Provides unique insight

1. HubSpot Email Tracking Saves Time

refresh-pop-up-notifications_hubspot email tracking

HubSpot email tracking helps you to save time by sending a desktop notification the second a prospect opens your email or clicks a link. If this doesn't happen, don't waste precious time on that contact. Move on to others that are engaged with your communications on some level. 

HOT TIP: Personalize your outreach after a lead engages with your emails, and automate outreach to prospects who don’t.

We'd suggest that you spend time customizing the engagement with contacts that are:

  1. Opening emails
  2. Clicking CTAs 
  3. Downloading documents
  4. Booking meetings
  5. (And this one's obvious) Replying directly back to you!  


2. HubSpot Email Tracking Provides Context

activity feed_hubspot email tracking

HubSpot email tracking also allows you to have essential insight into your contacts. 

Getting notified if your contact opens an email is great, but being notified when they click a specific link or CTA in your email, shows they're interested and that you are top-of-mind.

Following up with a contact at this time is not only convenient, but it's smart. This can highly increase the relevance of your outreach, encouraging a conversation and sales call being booked.  

You can use this insight to then strengthen your communications by catering to the specific knowledge on their contact record in the CRM or Activity Feed under Contacts.

Examples of this are:

  • If you see that a contact has opened your email multiple times in one day, you can follow up while you're top-of-mind. 
  • If you included links or attachments in an email prior to a meeting, you can see if your contact has viewed them. 
  • If you sent a follow up email, you can determine if the recipient is reviewing what you sent
  • If a contact books a meeting, you can send them an email asking them to provide more detail about what they would like to discuss so you can personalize the call further.


3. HubSpot Email Tracking Provides Unique Insight

Hubspot email tracking_contact record

Last but not least, HubSpot email tracking provides you with valuable information about your contact and their engagement with your company.

This then allows you to have these super relevant conversations (like we mentioned above), and then use that to help you connect with leads on a deeper level, understanding their pain points further and ultimately helping you to close more deals. 

This tool gives you the ability to see a plethora of characteristics like:

  • Professional history
  • Details about their company
  • Their social profiles
  • Your email history with them
  • And any other information they have shared with you

How To Use Email Tracking In HubSpot

Before you start to use HubSpot email tracking, we suggest you establish some company guidelines. This way everyone is on the same page about how to reach out to a lead after you receive notification they have opened your email or taken another action. 

In addition, consider adding a disclosure to your company's privacy policy, so that people signing up for newsletters, blogs and any other email subscriptions are aware of how their actions are being tracked.

Now, you are ready to start tracking!

Step 1 - Install 

install hubspot email tracking

You can install HubSpot email tracking HERE.

Step 2 - Write an Email

write an email_hubspot email tracking

 

Use the information that's been collected about your lead to customize an engaging, meaningful email. This can be done within HubSpot or from Gmail, G Suite, and Outlook or Office 365. Again, you can see this information by opening the contact record inside the HubSpot CRM or visiting the Activity Feed under Contacts.  

Step 3 - Check the "Track" Box

track-gmail-email_hubspot email tracking

Emails that have the ability to be tracked will have a checkbox that appears in your email browser toolbar, once you download the tool. This then allows you to pick and choose what emails to track.

You also have the ability to log an email and add a new contact to your HubSpot CRM. Emails that are logged to HubSpot using the extension will automatically be associated to the recipient's contact record, its associated company record, and the five most recent open deal records associated to the contact.

log-email-gmail_hubspot email tracking

 

Below are the various extensions available to do this:

With the HubSpot Sales Chrome extension or the HubSpot Sales for Windows tray app, real-time notifications are triggered when a lead:

  • Revisits your site
  • Opens or clicks a tracked document
  • Views a shared document
  • Books a meeting
These notifications will appear in real-time, and can be reviewed and managed from your activity feed in HubSpot.

HOT TIP: Free users only receive 200 notifications per month. If this monthly limit is reached, you can still send tracked emails and receive instant notifications, but your activity feed will not show these notifications until your notification count resets on the first calendar day of each month.

If you are sending an email to a contact from their contact record within the HubSpot CRM or from the  associated company, deal, or ticket record with SalesHub, then HubSpot automatically embeds an invisible one-pixel image into the email message once it's sent. When your recipient views the email and the images load, you receive a notification that the email has been opened.

HOT TIPS:

  • You'll need to connect your inbox to HubSpot to be able to do this.
  • In addition, Marketing emails are automatically tracked with pixels as well, so you will be able to see stats like the ones below on the performance tab of your email. 
    • Sents
    • Delivered
    • Opened
    • Clicked
    • Bounced
    • Unsubscribed
    • Spam reports
    • Not sent

Conclusion


This concludes all our HubSpot email tracking tips. Do you want to learn more about HubSpot Email? If you found this helpful, you may also enjoy:

If you want to speak to a HubSpot Specialist about your specific email marketing needs, feel free to book a complimentary 30min chat, by clicking the button below.

Book A Chat

 

 

 

Topics:   HubSpot Email

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