How To Enable Email and Click Tracking in Outreach

Purpose:

The purpose of this article is to provide direction to Outreach Users in enabling Outreach email and link tracking options.

Intended Audience:

• Outreach Users

Notes:

• This article illustrates the process of accessing tracking options from the quick actions email feature. For more information regarding tracking options using the Outreach Everywhere for Chrome Extension or Outreach Sales Engagement Add-in for Outlook, refer to the applicable content in the Additional Resources section of this article.
• Open tracking is enabled by default.
• Disabling open tracking disables tracking for the active email only.
• Enabling or disabling the tracking option is not retroactive.
• Enabling and disabling tracking options occurs at the email level.
• Outreach tracks that a link is clicked, not which link is clicked.
• Click tracking is not enabled by default. When creating a new sequence step, click tracking must be enabled at each step. Alternatively, click tracking can be enabled at the template level.

Outreach Tracking Options Overview:

Outreach provides Users the ability to track and report when a Prospect has engaged with an email by enabling two options within the Outreach email:

• Open-Tracking
• Click-Tracking

Open-Tracking:

Open-Tracking provides the User the ability to track if a Prospect has opened an email by adding an invisible pixel to the email. Each time the email is opened, the pixel is downloaded and Outreach registers the action in-app.

Note: Outreach tracks email opens if the email is opened by the same person multiple times or if the recipient forwards the email and a new recipient opens the email. 

Users are able to determine if a Prospect has opened an email by accessing the Outreach Outbox and viewing the Open-Tracking icon (eyeball).

The color of the open-tracking icon illustrates the Prospect engagement. If the icon is blue, the Prospect has opened the email once.

Blue icons with numbers in the upper right corner illustrate that the email was opened more than once.

Grey icons indicate that the email has not yet been opened. 

Click-Tracking:

Click-Tracking provides the User the ability to track if a Prospect has clicked a link within an email.

Note: Outreach tracks only that a link is clicked, not which link is clicked by a Prospect.

If an email contains three links, and each link is clicked once, then Outreach reports the click-tracking number as three.

Users are able to determine if a Prospect has clicked a link by accessing the Outreach Outbox and viewing the Click-Tracking icon (link).

The color of the click-tracking icon illustrates the Prospect engagement. If the icon is blue, the Prospect has clicked the link.

Blue icons with numbers in the upper right corner illustrate that a link was clicked more than once.

Grey icons indicate that the email has not yet been opened. 

How To Enable Email and Link Tracking in Outreach:

1. Access the Outreach Platform.
2. Click the email icon (envelope) in the Quick Action navigation bar.
3. Click the tracking icon (radar) in the email toolbar.
4. Click to enable the applicable option as described in the table below:

   Variable	Description
   Add as Prospect	Adds the recipient as a Prospect to Outreach provided the email is not already associated with an existing Prospect.
   Track Clicks	Provides the User the ability to track if a link is clicked.
   Track Opens	Provides the User the ability to track if an email is opened. Note: Track Opens is enabled by default.

   Outreach tracks email opens or link clicks as configured.

Access the Outreach Outbox and review the tracking icon to determine the open status.

Additional Resources:

Outreach Email Overview

Outreach Everywhere Chrome Extension Settings

Outreach Sales Engagement Add-in for Outlook FAQs