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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.”
Tracking email opens and clicks without the HTML Email Status report type requires alternative data sources since Salesforce’s native tracking capabilities are limited when specific report types are unavailable.
Here’s how to build comprehensive email engagement tracking that exceeds what the HTML Email Status report type offers by combining multiple data sources for complete visibility into email performance.
Build comprehensive email engagement tracking using external platform integration with Coefficient
CoefficientSalesforceSalesforceprovides superior email tracking by connecting email marketing platforms directly withcontact data. You can import open and click tracking data from platforms like Mailchimp, Gmail, or Outlook, then combine it with Salesforce contact and lead information for comprehensive engagement reporting that provides more detailed insights than the HTML Email Status report type ever could in.
How to make it work
Step 1. Connect external email platforms for engagement data.
Use Coefficient to connect email marketing platforms like Mailchimp, Constant Contact, Gmail, or Outlook directly. Import open rates, click-through rates, bounce rates, and engagement timing data that provides detailed email performance metrics.
Step 2. Enhance Campaign Member data with external metrics.
Import Campaign Member data from Salesforce and combine it with external email engagement metrics. This creates detailed reports showing open rates, click-through rates, and conversion metrics segmented by contact type, industry, or campaign.
Step 3. Supplement Task activity tracking with engagement data.
Use Coefficient’s advanced filtering on Task objects to identify email activities, then supplement with external tracking data. Filter Tasks where Type equals “Email” and join with engagement metrics for complete email performance visibility.
Step 4. Create unified email performance dashboards.
Combine Salesforce contact engagement history with email platform analytics to create dashboards showing email performance across all touchpoints. Track which contacts are most engaged and which email types drive the best results.
Step 5. Set up automated email analytics monitoring.
Schedule refreshes that automatically update email engagement data from external sources. Configure alerts for engagement thresholds, low open rates, or high-performing campaigns to stay on top of email effectiveness.
Get real-time email engagement insights across all platforms
Start buildingThis multi-platform approach provides more comprehensive email tracking than the HTML Email Status report type while offering real-time automation and cross-platform insights.your unified email engagement dashboard today.
