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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
While Salesforce offers Activities, Tasks, and Campaign Member reports as alternatives to HTML Email Status, these often lack the specific email engagement metrics you need for comprehensive email performance tracking.
Here’s how to build superior email tracking using multiple data sources that provide more comprehensive insights than any single Salesforce report type can offer.
Create comprehensive email tracking using multi-source data integration with Coefficient
CoefficientSalesforceSalesforceenhances standardreport alternatives by combining Task and Campaign Member data with external email platform metrics. This creates comprehensive email status reports that include delivery, open, click, and conversion data not available in standardreporting, providing a complete view of email performance across all channels.
How to make it work
Step 1. Enhance Task and Activity reports with external data.
Import Task data using Coefficient’s advanced filtering to isolate email activities, then combine with external email platform data for opens, clicks, and engagement metrics. Filter Task records where Type equals “Email” and add date range filtering for targeted reporting.
Step 2. Integrate Campaign Member data with email marketing platforms.
Use Coefficient to combine Campaign Member data with email marketing platform metrics from tools like Mailchimp or Constant Contact. This creates comprehensive email status reports showing delivery rates, engagement, and conversion data by contact segment.
Step 3. Access EmailMessage objects for Email-to-Case scenarios.
For organizations using Email-to-Case, import EmailMessage objects directly through Coefficient to track inbound and outbound email status without relying on limited report types. Access fields like Status, Direction, and MessageDate for complete email tracking.
Step 4. Utilize custom objects for enhanced tracking.
If your org uses custom objects for email tracking, Coefficient can access these with full field selection and filtering capabilities. Pull data from custom email tracking objects that may contain more detailed metrics than standard reports provide.
Step 5. Set up automated email performance monitoring.
Schedule refreshes that automatically update email status data from multiple sources. Configure alerts for engagement thresholds, delivery issues, or performance changes to stay on top of email campaign effectiveness.
Build email tracking that exceeds native Salesforce capabilities
Start buildingThis multi-source approach provides more comprehensive email tracking than any single Salesforce report type while offering automation and real-time updates across all your email channels.your unified email performance dashboard today.
