Email Tracking & Analytics

Email Tracking & Analytics

Email Logs

Comprehensive Email Delivery Tracking

Corcava provides detailed email logging for complete visibility into email communications:

Email Log System:

  • Campaign Association: Each email log is associated with specific email campaigns
  • Recipient Tracking: Track individual email addresses and recipient types
  • Delivery Status: Monitor email delivery status with boolean tracking
  • Open Tracking: Track email opens with detailed open status recording
  • Send Timestamps: Record exact send times for all emails

Log Data Structure:

  • Email Campaign ID: Link logs to specific campaigns for organized tracking
  • Recipient Type: Categorize recipients (contact, client, custom, user_mailbox)
  • Email Address: Store recipient email addresses for identification
  • Delivery Flag: Boolean flag indicating successful delivery
  • Open Flag: Boolean flag tracking email opens
  • Send Timestamp: Precise timestamp of email sending

Email Log Types:

  • Contact Emails: Emails sent to CRM contacts with contact association
  • Client Emails: Emails sent to client companies with client linking
  • Custom Emails: Emails sent to custom addresses outside CRM
  • User Mailbox: Emails sent from connected user mailboxes

Email Log Management

Email logs are managed with comprehensive permissions and access control:

Log Permissions:

  • View Any: Permission to view all email logs within team scope
  • View Individual: Permission to view specific email log details
  • Create Logs: Permission to create new email log entries
  • Update Logs: Permission to modify existing email log information
  • Delete Logs: Permission to remove email logs from the system

Log Organization:

  • Team-Based Access: Email logs are organized by team with proper isolation
  • Role-Based Permissions: Different access levels based on user roles
  • Campaign Grouping: Logs grouped by email campaigns for easy management
  • Pagination Support: Paginated log display for handling large volumes

Delivery Tracking

Monitoring Email Delivery Status

Email delivery is tracked comprehensively across all sending channels:

Delivery Status Tracking:

  • Sent Status: Track when emails are successfully sent from the system
  • Delivery Confirmation: Monitor successful delivery to recipient email servers
  • Failure Tracking: Record delivery failures with detailed error information
  • Queue Status: Track emails in the sending queue awaiting delivery

Delivery Metrics:

  • Total Sent: Count of emails successfully sent from campaigns
  • Total Delivered: Count of emails confirmed delivered to recipients
  • Delivery Rate: Percentage of sent emails that were successfully delivered
  • Failure Rate: Percentage of emails that failed to deliver

Outgoing Email Status:

  • Sent: Email successfully sent through connected email accounts
  • Failed: Email sending failed with error logging
  • Queued: Email waiting in queue for sending
  • Draft: Email prepared but not yet sent

Email Delivery Monitoring

Delivery monitoring provides real-time insights into email performance:

Real-Time Tracking:

  • Send Confirmation: Immediate confirmation when emails are sent
  • Delivery Updates: Real-time updates on email delivery status
  • Error Logging: Immediate logging of delivery errors and failures
  • Status Changes: Track status changes throughout the delivery process

Delivery Analytics:

  • Send Time Recording: Precise timestamps for all email sending
  • Delivery Time Tracking: Monitor time between sending and delivery
  • Error Analysis: Detailed analysis of delivery failures and causes
  • Performance Metrics: Overall delivery performance statistics

Campaign Performance

Tracking Campaign Success and Engagement

Campaign performance is monitored through comprehensive analytics:

Campaign Metrics:

  • Total Sent Count: Total number of emails sent in each campaign
  • Delivery Count: Number of emails successfully delivered
  • Open Count: Number of emails opened by recipients
  • Engagement Rates: Calculate open rates and delivery rates

Campaign Analytics:

  • Performance Comparison: Compare performance across different campaigns
  • Template Effectiveness: Analyze performance of different email templates
  • Recipient Segmentation: Track performance by recipient type (contacts, clients, custom)
  • Time-Based Analysis: Analyze campaign performance over time periods

Campaign Tracking Features:

  • Aggregate Counts: Automatic calculation of campaign totals
  • Performance Ratios: Calculate delivery rates, open rates, and engagement metrics
  • Campaign Search: Search and filter campaigns by performance metrics
  • Historical Tracking: Maintain historical records of campaign performance

Campaign Performance Analysis

Performance analysis provides insights for campaign optimization:

Performance Insights:

  • Best Performing Campaigns: Identify campaigns with highest engagement
  • Template Performance: Analyze which templates generate best results
  • Recipient Response: Track how different recipient types respond to campaigns
  • Timing Analysis: Determine optimal sending times based on performance data

Optimization Opportunities:

  • Delivery Optimization: Identify and resolve delivery issues
  • Content Optimization: Use performance data to improve email content
  • Audience Targeting: Optimize recipient targeting based on engagement data
  • Send Time Optimization: Optimize sending times for maximum engagement

Email Activity

Integration with Contact Activity Tracking

Email activities are seamlessly integrated with contact management:

Contact Activity Integration:

  • Email Activity Type: Emails are recorded as specific activity types in contact records
  • Activity Timeline: Email communications appear in chronological contact timelines
  • Contact Association: All emails are linked to specific contact records
  • Team Attribution: Email activities are attributed to appropriate team members

Email Activity Recording:

  • Incoming Email Tracking: Automatic recording of incoming emails from contacts
  • Outgoing Email Logging: Track all outgoing emails sent to contacts
  • Subject Recording: Store email subjects for activity reference
  • Message Content: Store email content for complete communication history

Activity Features:

  • Duplicate Prevention: Prevent duplicate email activity recording
  • Contact Matching: Automatic matching of emails to existing contacts
  • Activity Deletion: Clean removal of email activities when needed
  • Team Isolation: Email activities are isolated by team for security

Email Communication History

Complete email communication history is maintained for each contact:

Communication Tracking:

  • Complete Timeline: Chronological timeline of all email communications
  • Bidirectional Tracking: Track both incoming and outgoing emails
  • Context Preservation: Maintain full context of email conversations
  • Historical Access: Access to complete email communication history

Email Activity Benefits:

  • Unified View: Single view of all contact communications
  • Team Collaboration: Team-wide visibility into email communications
  • Contact Context: Full context for customer relationship management
  • Communication Insights: Insights into communication patterns and frequency

Reporting

Email Performance Reports and Analytics

Comprehensive reporting provides insights into email marketing effectiveness:

Dashboard Analytics:

  • Daily Email Counts: Track daily email sending volumes
  • Email Performance Widgets: Dashboard widgets showing email metrics
  • Marketing Metrics: Email metrics integrated with overall marketing analytics
  • Team Performance: Team-level email performance tracking

Email Reporting Features:

  • Campaign Reports: Detailed reports on individual campaign performance
  • Delivery Reports: Comprehensive delivery status and failure analysis
  • Engagement Reports: Analysis of email opens and recipient engagement
  • Historical Reports: Historical analysis of email performance over time

Marketing Dashboard Integration:

  • Email Volume Tracking: Track email sending volumes over time periods
  • Performance Trends: Identify trends in email performance and engagement
  • Comparative Analysis: Compare email performance across different time periods
  • Team Analytics: Analyze email performance by team and individual users

Analytics Dashboard Features

Email analytics are integrated into the main dashboard for easy access:

Dashboard Widgets:

  • Daily Email Log Count: Widget showing daily email sending volumes
  • Email Performance Metrics: Real-time email performance indicators
  • Campaign Status: Overview of active and completed campaigns
  • Delivery Statistics: Summary of email delivery success rates

Reporting Capabilities:

  • Date Range Analysis: Analyze email performance over custom date ranges
  • Team Comparison: Compare email performance across different teams
  • Campaign Analysis: Detailed analysis of individual campaign performance
  • Trend Identification: Identify trends and patterns in email performance

Performance Insights:

  • Engagement Analysis: Analyze recipient engagement with email campaigns
  • Delivery Optimization: Identify opportunities to improve email delivery
  • Content Performance: Analyze which email content performs best
  • ROI Tracking: Track return on investment for email marketing efforts