Alternative ways to track email open rates without HTML Email Status report type

using Coefficient excel Add-in (500k+ users)

Track email open rates when HTML Email Status reports aren't available. Access comprehensive email analytics directly through API for better insights.

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When HTML Email Status report types aren’t available, Salesforce alternatives like Activity Timeline views or Campaign Member reports provide limited email tracking data without the depth needed for meaningful analytics.

These native alternatives lack comprehensive engagement metrics and can’t provide the email performance insights your sales and marketing teams need.

Get comprehensive email tracking using Coefficient

Coefficientoffers the most complete alternative for email open rate tracking by accessing the underlying HTML Email Status object directly. This provides comprehensive engagement data even when report types aren’t available in your Salesforce org.

You get advanced email analytics capabilities that surpass any native Salesforce reporting method.

How to make it work

Step 1. Import complete HTML Email Status data.

SalesforceConnect to yourorg and import from the HTML Email Status object. Access Times Opened, First Open Date, Last Open Date, and Email Template ID fields that may not be visible in standard reports.

Step 2. Create automated email analytics dashboard.

spreadsheetSet up real-time email performance tracking with scheduled refresh (hourly, daily, or weekly). Track open rates, click-through rates, and engagement trends automatically in your.

Step 3. Build campaign ROI analysis.

Combine email tracking data with Campaign and Opportunity objects to calculate email-driven revenue attribution. Track the complete journey from email open to closed deal – something impossible with native Salesforce email reporting.

Step 4. Develop advanced engagement scoring.

Create custom formulas to score email recipients based on engagement patterns like immediate opens, multiple opens, and forwarding behavior. Build recipient profiles that inform future email strategies.

Step 5. Set up team performance tracking.

Track email open rates by sales rep, campaign type, or email template. Configure automated Slack or email alerts when performance thresholds are met or when high-value prospects engage with emails.

Transform your email analytics today

Start buildingStop settling for limited native Salesforce alternatives. Get comprehensive email tracking with advanced ROI analysis and automated performance monitoring that’s completely unavailable through standard Salesforce methods.better email analytics now.

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