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Email Tracking User Guide for vTiger 6x

About CRM Tiger

Email Tracker

1. Home

2. Menubar

3. Tracking Modules

4. Email Tracking Functionality

5. Send Email

6. Open Receiver Account

7. Sent – Chart View

8. Open – Chart View

9. Summary View

ABOUT CRMTiger

We are Technology Consulting company with expertise on Enterprise Softwares offering Development, Integration, Business Process Management and Implementation with Training.

CRMTiger team is expert to provide different types of the service related to vTiger® CRM. following is the services we offered to the trusted customers.

CRM Tiger offers

● Customization for vTiger®
● Migration for vTiger®
● Support
● Implementation/Deployment of vTiger®
● Integration of vTiger® with Telephony,Accounting,E-Marketing etc.. applications

We passionately enjoy helping Startups and MSMEs to Market leaders and Large Corporates in making themTech Enabled

EMAIL TRACKER

I ) Introduction :

Email Tracking is designed for CRM tiger. This module is extensively developed for Tracking Email sent via vTiger. If user want to know that, sent email has been open and read from receiver then use tracking extension. We are showing email tracking for two division.
1) Charts
2) Summary
VTiger Email Tracking Extension enables emails sent via workflow or manually to be tracked, and records when the email was opened and how many times. It allows to trigger follow up notifications (emails to customers or notifications to VTiger agents) based on date/time the email was opened.

II ) Requirements :

vTigerCRM version.

III ) Assumptions:

It is designed to allow users to view, edit & create Leads/Contacts, Organizations, Tickets, Opportunities, Activities & more from within the Email interface.It uses a custom module to create a record every time the email is open, which allows user to create reports and see emails open per day/month, emails open per subject/campaign & more.

IV ) Features :

● Compatible with Gmail & Outlook
● Interactive User Interface ( Chart, Grouping)
● Tracks Email sent Manually
● Tracks Open Date/Time + Total Opens
● Supports workflow Automations (notifications on open)

1. On Successfully Login, you will be presented with screen as below.

1

2

3. User can tracking Email for following modules: Leads, Contacts, Organizations, Vendors.

3

4. When user send email from leads modules using send email then user can know that mail is sent or not using tracking functionality.

4

5. Open the Compose Email Popup and Send mail to appropriate email account.

5

6. Go to Receiver Email account and verify Email details which i sent

6

7. Go to Email Tracker module, User can know that Email is sent from Receiver on Chart view.

7

8. Go to Email Tracker module, User can know that Email is open from Receiver on Chart view.

8

9. User can also View the Email tracking functionality on Summary View

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Updated on March 4, 2019

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