When you send an email from CRM you can now go to the recipient’s record in CRM and see if they opened it, and/or clicked on links embedded in the email. This is great, right? But did you also know that if you send a mass email to a set of Leads or Contacts that you can get summary information on how that email performed overall – meaning how many people opened it, and how many people clicked links? It’s called Template STATs!
Here’s how to see this information:
- Tool Icon (upper right corner) -> Setup ->Customizations -> Templates
- Your templates are now listed.
- Click on the number in the right hand column to open the analytics screen
