HubSpot Email Tracking: A Comprehensive Guide


A huge 77% of marketers have seen an increase in email engagement over the last 12 months. In today’s fast-paced digital landscape, understanding email tracking can be a game-changer for businesses of all sizes.

Tracking the success of your email campaigns is vital to ensure you direct your marketing efforts effectively. One powerful tool that can help you achieve this is HubSpot email tracking.

HubSpot, a leading CRM platform, provides valuable email insights through its comprehensive tracking feature.

In this guide, we will explore the world of HubSpot email tracking and how you can harness its power to enhance your marketing efforts.


What is email tracking?

Email tracking is the digital equivalent of having a behind-the-scenes look at your email interactions. It tracks various metrics, such as open rates, click-through rates, and engagement.
This helps businesses gauge the effectiveness of their email campaigns and tailor their strategies accordingly for maximum impact.

Three primary metrics that all businesses should consider when reviewing their email campaigns are:

Delivery Rate: The delivery rate represents the percentage of contacts who successfully receive your emails in their inbox.

Open Rate: The open rate measures an email’s effectiveness by indicating how often recipients read it. Higher open rates indicate that more people are reading the emails.

Click-through Rate: The click-through rate measures how well your offer resonates with customers by tracking clicks.


Free email tracking

One of the first questions that may come to mind is whether HubSpot email tracking is free. The good news is that HubSpot does offer free email tracking as part of its CRM platform.

This means that even small businesses on tight budgets can enjoy the benefits of tracking email campaigns. HubSpot also offers premium plans with additional features and capabilities for more advanced tracking needs.

Docflite seamlessly integrates with HubSpot to streamline document management and sales processes. This lets you sync documents between Docflite and HubSpot and access them directly from HubSpot.


How does HubSpot track email opens?

You might be wondering how does HubSpot email tracking work?

HubSpot embeds a tiny, invisible image called a tracking pixel into every email you send to track email opens.

When the recipient opens an email, their email provider requests that image from Hubspot’s server. This process triggers an open notification within HubSpot.

Hubspot’s email tracking tools also capture data on open rates, times, locations, clicks on links, and attachments. The HubSpot dashboard displays these metrics, giving you valuable insights into the effectiveness of your email campaigns.


Does HubSpot track incoming emails?

HubSpot’s email tracking mainly focuses on outgoing emails but can also track some incoming email aspects. The system will monitor incoming emails for replies related to emails sent from the CRM. Tracking emails can help you record all your conversations with leads and customers.

At Docflite, we understand the importance of having effective systems in place to track client communication. This includes the documents and contracts you exchange. Our smart contract management system reduces errors, improving productivity and efficiency for your business.

What’s the difference between logging and tracking emails?

Email tracking and logging are two separate yet connected functions. They are both used to oversee and gauge contacts’ engagement with your email communications.

Email tracking means you receive notifications when someone opens or clicks on an email you sent. It helps you know if your email is getting attention and when.

Whereas email logging is more like keeping a diary of all the emails you send and receive. Including details about when you sent them, who you sent them to, and what happened afterwards.


How to log emails in HubSpot

HubSpot automatically logs your sent emails, making it easy to keep track of your communication history. This includes both tracked and untracked emails, allowing you to have a complete overview of your email interactions. Having this information easily accessible enables you to maintain consistency and reference previous conversations with your clients.


Benefits of email tracking

Now that you understand what email tracking is and how it works, let’s explore its benefits.

Enhanced Email Engagement: Tracking email metrics like open and click rates provides valuable insights into audience engagement. This information can help you optimise your email content and design to increase engagement and drive better results.

Personalised Follow-ups: With email tracking, you get real-time notifications when someone engages with or opens your email. This allows you to nurture leads and customers, leading to higher conversions and stronger relationships.

Data-Driven Decision Making: Detailed analytics allow you to make informed decisions about your email marketing strategies. Analysing trends and patterns in your email engagement data helps you refine your campaigns, leading to greater success.

Streamlined Communication: HubSpot’s automatic email logging feature stores all your email communication in one central location, streamlining your communication process. This feature allows for easy access to previous conversations and seamless communication with contacts and team members.


How to set up Hubspot email tracking

Setting up email tracking on HubSpot is a very simple process completed in a few simple steps.

Enable Email Tracking: To enable email tracking in HubSpot, navigate to the “Sales” tab in your account settings. From there, you can enable the email tracking feature and customise your tracking settings to meet your specific needs.

Add Tracking Code to Emails: HubSpot automatically adds a tracking code to all emails when you activate email tracking. Just send an email from your HubSpot account, and the system will add a tracking code.

Review and Analyse Metrics: After sending your emails, you can track their metrics and analytics in your HubSpot dashboard. This will give you valuable insights into how your emails are performing and help you identify areas for improvement.


How to improve email engagement

Now that you understand email tracking well, let’s see how you can use this tool to boost email engagement.

Here are some strategies to consider:

Segment Your Email Lists

One of the most effective ways to improve email engagement is by segmenting your email lists. Divide your contacts into groups based on their interests, preferences, or demographics. Customise your email content to their needs to increase engagement.


Personalise Your Emails

Personalisation is key to capturing your audience’s attention and driving engagement. Use the data collected through HubSpot email tracking to create personalised email content that speaks directly to your recipients. This can include addressing them by name, referencing their previous interactions with your brand, or offering tailored recommendations.


Optimise Your Subject Lines and Previews

Your email’s subject line and preview text are the first impressions for recipients. Craft compelling subject lines that pique curiosity and make recipients want to open your email. Optimise your email preview text to entice recipients to click through and discover your email’s value.


Test and Iterate

The key to continuous improvement is testing and iterating your email campaigns. Use A/B testing to experiment with different subject lines, email designs, and calls to action. Analyse the results using metrics to identify what works best for your audience and refine your approach accordingly.


Best practices for email marketing

To make the most of email tracking, it’s important to follow some best practices. Here are some tips to keep in mind:

Start with Clear Goals: Before launching your email campaigns, define clear goals and objectives. Are you aiming to drive conversions, nurture leads, or build brand awareness? Having well-defined goals will help you track the right metrics and evaluate the success of your campaigns more effectively.

Regularly Clean Your Email List: Keeping your email list clean and current is essential for successful email marketing. Regularly remove inactive or bounced email addresses to improve your chances of reaching the right audience through email.

Keep Your Emails Relevant and Valuable: Your recipients’ time is valuable, so ensure your emails provide value and relevance. Craft compelling content that addresses your audience’s pain points, offers solutions, and provides actionable insights. By consistently delivering value, you can build trust and loyalty with your subscribers.

Monitor and Analyse Your Metrics: Review email metrics regularly to find trends and areas for improvement. Use A/B testing to experiment with different variables and measure the impact on your engagement rates. Continue to refine your email campaigns based on the insights you gather.


HubSpot email marketing course

By using these strategies, you can significantly improve your email engagement and achieve better results for your marketing campaigns. If you’d like to learn more about this area, HubSpot offers a free Email Marketing course.


In conclusion

Email tracking is a powerful tool that provides invaluable insights into customer engagement.
Understanding recipient behaviour and refining outreach efforts are its key benefits. It enhances your ability to tailor content and boosts campaign effectiveness. Consequently, these advantages result in higher sales and more robust customer relationships.

If you’d like to make a start on your email marketing with Hubspot and better manage your documentation, chat to an advisor at DocFlite today: Contact us here. 

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