How do I track emails?

To send a tracked email (all users):

  • Go to your Outlook account.
  • Compose a new email.
  • Enter the email recipient, subject line, and email body.
  • Open the sales tools in your inbox.
    • This will show up at the bottom right corner of your email composition window, as an orange HubSpot sprocket icon.
  • In the right pane, select Track email opens checkbox.
  • Keep the HubSpot Sales pane open with the checkbox selected, then click Send.

Viewing the tracked email’s status:

  • Before the contacts opens the email, the email subject line and recipient will show in your activity feed in HubSpot as Sent.
  • When the recipient opens the email, you will receive a pop-up notification on your desktop and the email will show as Open in your activity feed.
  • Click the dropdown menu below the contact’s name to see when the recipient opened your email.