Email Tracking and Reports keyboard_arrow_right Email Stats, Reports & Follow-Up Emails


The following tracking information is available for each email you send:

This tutorial covers how to track views, responses to invitations and surveys, how to download reports and how to view aggregate statistics for specific time frames. We also cover several options for sending follow up emails.

How to Track Views, Responses and Download Reports

Go to Email > Sent Emails

From an email's drop-down menu choose one of the following options:

Recipients and Pickup Status

  • This page provides open rate statistics and detailed information on each contact:
    • whether they viewed the email
    • how many times they viewed it
    • and if they responded to an invitation or survey
  • Click the "Picked Up" tab to filter just the recipients who viewed the email
  • Click the "Not Picked Up" tab to filter just the recipients who did not view the email
  • To download a spreadsheet with full statistical details, click the options menu and choose download report
  • Click on the envelope next to a contact's name/email address to view the dates and times they viewed the email
  • Click on a contacts name to view their full record in your address book
  • For recipients who are not in your address book, you can click + Add Contact to add them

Download Report

  • All statistics are provided in a .csv tab delimited downloadable file that you can open in most spreadsheet programs (like MS Excel or Apple's Pages) for further analysis.

thumb_up Important Notes

  • You will see anonymous "direct link" views if you posted a link in social media, a website or in a text message
  • Your actual open rate most likely exceeds our numbers. We measure unique open rates if your recipients email inbox images are set to display, or your recipients click to view an email in a browser.

Related Blog: Getting the Best 'Open Rate' for Your Emails

View Aggregate Statistics for Past 7, 30 and 60 Days

  • On your account overview page, under Email Summary, you can see how many emails you have sent in the last 7, 30 and 60 days
  • Click on the link for one of those time frames and you will the number of emails sent, the total number of recipients emails were sent to during that time frame and your overall 'open rate' percentage

How to Send Follow Up Emails

From a Sent Email's drop-down menu choose one of the following options:

Recipients and Pickup Status

  • On this page, you will see a drop-down menu with options:
    • Copy Email: makes a copy of the sent email, with no addresses
    • Copy Email - Add All Recipients: creates a copy of the email and adds all email addresses this email was originally sent to
    • Copy Email - Add All Who Picked Up: creates a copy of the email and adds only email addresses of the people who are confirmed to have viewed the email
    • Copy Email - Add All Who did NOT Pick Up: creates a copy of the email and adds only email addresses of the people who did not view the email
  • Note: CorpNote only records pick up rates based on whether your recipients email inbox images are set to display, or your recipients click to view an email in a browser.

Invitation Responses

  • On this page, in the Response Summary area and next to "Send an Email," select one of the following from the options menu:
    • all respondents
    • people who responded yes
    • people who responded no
    • people who responded maybe (if you enabled the maybe option for this event)
  • Click the button for the type of email you want to send. This will create an email pre-addressed to your selected recipients.

Invitation List

  • On this page, in the Invitations Summary area and next to "Send an Email," select one of the following from the options menu:
    • all people on your invitation list
    • people who did not view the email invitation
    • people who did not respond
  • Click the button for the type of email you want to send. This will create an email pre-addressed to your selected recipients.

Survey Responses

  • On this page, in the Recipients Summary area and next to "Send an Email," select one of the following from the options menu:
    • all people on this list
    • people who did not view the email
    • people who did not respond
  • Click the button for the type of email you want to send. This will create an email pre-addressed to your selected recipients.

Survey List

  • On this page, in the Response Summary area and next to "Send an Email," select 'all respondents' from the options menu
  • Click the button for the type of email you want to send. This will create an email pre-addressed to your selected recipients.

For all of the above options, you can then edit/create the email content and send/schedule this new email to your selected list of contacts.

thumb_up Important Notes

  • If you select to "Copy Email" or "Send an Email" by choosing a selected group of contacts (such as 'Add All Who Did NOT Pick Up'), the follow-up email can be identified in your Saved and Sent Emails bin with the words "follow up". CorpNote also records the details of the follow-up email for you so you know the day you created the follow-up, when it was sent and to whom.
  • As long as your CorpNote membership remains current, Address Book contacts and email archives are kept indefinitely. If you let your membership lapse for more than 60 days or you cancel your account, all of your account information will be deleted for privacy and storage reasons.

Next Tutorial: Other Ways to Sharedouble_arrow

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