Sending email with Nutshell gives outreach experts like you even more insight into the kind of engagement you are getting from your network.
If you want to see which of this month’s prospects have opened or clicked on an email, you can use our email tracking tool to help you focus your selling efforts on the buyers who are interested and follow up differently with prospects who haven’t engaged yet.
How to set up email tracking
To track engagement on the emails you send from Nutshell, simply ensure that the box next to "Track when messages sent from Nutshell are opened or clicked" on your email settings page in Nutshell.
If you're sending a template email in bulk from the list view, the emails will automatically be tracked.
How to see if an email has been opened
This number is displayed underneath the timestamp of the email on the left side (next to the eye icon).
If no one has opened the email, nothing will be displayed. You can also view your email views all at a glance directly from your Nutshell sent folder.
How to filter by email views and clicks
You can now sort your People, Company, and Leads lists in Nutshell by the kinds of engagement you are getting on emails sent from Nutshell. To view this information in the list view, you can add columns to your Nutshell that give you powerful insight into what is happening on the other side of your screen.
Clicking on the filter icon within your column headers will allow you to filter by:
- # Emails Sent
- # Emails Received
- Templates received
- Templates in progress
- Templates with replies
- Emails opened
- Emails clicked
- Email open rate
- Email click rate
- Last email open time
- Templates opened
- Templates with clicks
For everything you need to know about using filters and how to save your filtered lists to save time, head on over to this page!
Reporting
Nutshell's reporting tools give insight into which templated emails are getting the best responses. You can navigate to your sent folder to see which of your templates are driving conversations forward.
Click the three dots to the right of each template to view a filtered list of all recipients of those messages.
FAQ
Does this work with emails I send from outside of Nutshell if I have mail sync enabled?
No. We only have the ability to track emails that are sent from within Nutshell.
I tried to test this by sending myself an email, but I don't see any indication that I opened my email or clicked a link. Why not?
We have some safeguards that make it a bit challenging to test the feature out for yourself. If you send an email to yourself — even if it's to a personal Gmail address, Nutshell will recognize that the viewer uses Nutshell. This means it won't track it as a view, because we try to only show external views.
The email that I sent bounced back, but when I look at the recipient's timeline in Nutshell I see an indicator that the email was opened. Why?
Nutshell uses a small embedded pixel in your outbound emails for tracking views. This technology does not allow us to identify who actually opened an email. If you open the bounceback email, the tracker in the original email will fire and it will register as an email view inside of Nutshell.
Comments
16 comments
It would be awesome to see open rates for e-mail templates used in Nutshell - would be great for sales reps to see which crafted messages are having the most success while helping them to prioritize who to contact based on this KPI.
Do you give the ability to see who has "clicked" on your link within emails???
These are great suggestions, fellas! Thanks so much for sharing these ideas for improving the email view tracking in Nutshell. We post updates about Nutshell regularly here, and you can opt in to new updates by clicking the "Follow" button on that page!
Would love to have reporting for tracked emails, including any clicks and forwards. Thx!
Thanks for your feedback, Kristin! For those who have participated in this thread, and for others who are interested in offering more feedback about the way Nutshell handles email tracking, you can contact our team directly using the "Help" button in the lower right corner of this page.
Thanks, as always, for sharing your thoughts! Happy Nutshelling!
It would be very helpful to pull a report of who opened an email, who clicked on a specific link and also the ability to insert a hyperlink with the ability to rename the link for simplicity in the email.
Thank you for your contribution to our forum, Jerry! We appreciate the time you took to make your voice heard. You can stay tuned or subscribe to Nutshell updates by clicking here.
It would be great to see who opened the emails, or even have the pipeline move them forward once the email is opened, as an example: a phone call is triggered 1 day after its opened
Great ideas, Noah! Nutshell has lots in store for upgrades made to the emailing experience, so stay tuned and subscribe here to stay looped in for more updates!
Do you give the ability to see who has "clicked" on your link within emails???
Hi Reynaldo! Nutshell emailing doesn't include built-in link click tracking, so many of our customers are using the Nutshell + MailChimp integration to send beautiful emails and track their contact's interactions with the emails. This integration will display a banner on a Nutshell person's timeline when they click on a link in your MailChimp message.
Can the system show what time they opened the emails?
Thanks for your question, Nitin! Nutshell doesn't indicate what time your recipient opened an email. Nutshell does integrate with MailChimp, which you can use to see when an email was opened directly from the Nutshell timeline. Check it out here.
I'm excited to share an update with everyone who took the time to comment on this post! We have released a big handful of updates that now allow for far more granular abilities to track what happens with the emails you send with Nutshell.
Is there a report that shows either a company's total email clicks or person's total email clicks? I have looked and not found it, but perhaps am using the wrong terminology.
Great question, vince westendorp! You can report on a company, person, or lead's total email clicks from the list view.
You may add the column using the grid icon on the upper right corner of the list:
You can also apply a filter to see companies, people, or leads with certain numbers of clicks:
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