4 min read

Feature

Who can use this feature:

monday CRM members only

Available on Pro and Enterprise plans

Mass emailing with monday.com has gotten even better! You can now track your mass emails within monday CRM. This update is designed to give you the tools to understand how successful your campaigns have been by tracking engagement. To learn more about sending mass emails and email campaigns with monday.com, check out the Email campaigns and mass emailing article.

How it works

To learn more about how we track emails and what you're able to track, check out the "Email tracking" section of our Emails & activities: how it works article.

Turn on tracking

To send a mass email, compose and send your email using the mass email feature. To track your open rate for that email, be sure to tick Email Tracking at the bottom of the composer before sending:

The tracking dashboard

Once you've sent a mass email, you can begin to track it at any point while using monday CRM by opening the dashboard. To open the dashboard, click on Mass email tracking in the upper left-hand menu:

On this dashboard, you will see all of the emails sent from your monday CRM account, as long as you have view access for them. In the default view, you will see sent emails:

Open the Scheduled tab to view tracking for scheduled emails:

Note: To learn more about how to change your email privacy settings and edit view permissions, take a look at the Emails & Activities: sharing and privacy article.

Reading the dashboard

Let's take a closer look at the columns on this dashboard. The basic information is in the first three columns:

• Launched. When the user clicked send (not the actual time of send- i.e. if the campaign is queued, it will show the original time it was clicked to send.
  • For scheduled emails, you will see Send time instead. 
• Subject. This is the subject of the email.
• Sent by. The avatar shows who sent the email. If you hover over the avatar, you will see who sent the email and which email address they sent the email from.

The next few columns show more detailed information about the emailing:

•  Status. This shows the status of the mass email. There are four potential statuses.
  • Sent: all emails addressed to valid recipients were sent.
  • Sending: in the process of being sent.
  • In queue: waiting to be sent and in line to be sent next.
  • Failed: something went wrong and your email(s) weren't sent.
  • Scheduled: the email is scheduled to be sent.
• Recipients. This shows the number of recipients who were sent this email. This does not include invalid or missing email addresses and duplicate email addresses.
• Delivered. The delivery rate is listed as a percentage. You can hover over this column to see more about the number of successful deliveries and the total number of emails sent.
• Opened. This is the number of unique opens. One open is equivalent to one open. Only one open per recipient will be counted.

For scheduled emails, you can open the three-dot menu for an email by hovering to the right of the "Recipients" column. There you can choose to:

• Send now. This will override the scheduled time and send the email immediately.
• Cancel send & delete. This will cancel the scheduled email and delete the email draft.

Drill down

To see a complete drill-down of one mass email, click on the line item representing that email. This will open a card view of details about that email. You will see some of the same information that is visible in the dashboard view, but you will also have a chance to review the details of the email that was sent. This includes the text of the email and the board that it was sent from.