When you send an email to a client from inside of Follow Up Boss, including emails sent from an action plan or batch email, we will track if that email has been opened by the recipient.*
On the timeline of the contact that was emailed, you will see a small green indicator that will let you know how many times the email has been opened. This will update based on how many times the user specifically opened the email.
Note: We can only track opens and clicks for emails sent from directly inside of Follow Up Boss. Some email services may block content within the email that prevents us from tracking opens.
Open Tracking for Batch Emails
To view the number of opens of a batch email, go to Reporting > Batch Emails > Opens.
Note: This is the number of times the email was opened, not the number of people who opened the email.
When you send out an email with a link in the body of your message, Follow Up Boss will track how many times that link was clicked.
On the timeline of the contact that was emailed, you will see another small green indicator that will let you know how many times the link in your email was clicked.
Click Tracking for Batch Emails
To view the number of times a link was clicked within a batch email, go to Reporting > Batch Emails > Clicks.
Note: This is the number of times the link was clicked, not the number of people who clicked the link.
Filtering People by Email Activity
Using the Last Email Activity column on the People screen, you can easily filter and/or sort by when people have last opened or clicked on an email you sent them.
- Go to People > All People
- Click Columns > Emails > select Last Email Activity
- In the Last Email Activity column opens and clicks will appear in parenthesis
- Filters for Last Email Activity can be added by clicking on the row header Last Email Activity > applying filter
When sending emails via Follow Up Boss, you will want to avoid copying/pasting text from Direct Mail as it may have its own tracking links. To avoid this from happening when copying/pasting text, we recommend pasting the text into a Google Doc and then copying the text from Google Docs to Follow Up Boss as Google Docs will remove the previous tracking links.
Additionally, there are services that provide enhanced security measures that scan all links for spam. When this software "clicks" a link, it counts as a click in Follow Up Boss.