How to Track Emails in Kylas - Read/Unread/Delivered

How to Track Emails in Kylas - Read/Unread/Delivered

When we target our Audience through Emails, it becomes important to know the status of our emails. This article covers the steps to track emails in Kylas CRM- We can track if the Email Read/Unread/Delivered.

Prerequisites:

  1. Permissions:  Any user with Permission on Email on Required Entity.
  2. Product Plans: Elevate

Steps:

1. Click on CRM Settings
2. Navigate to Communication section- under that click on email settings to check if the email id is configured and connected., also check the email tracking feature is enabled.  



Note:- This is a paid feature only available on Elevate Plan- you can check pricing on this - https://kylas.io/pricing
3. Open a lead/deal/contact on which you have sent an email.
4. Navigate to email icon once you open the lead.


5. Click on the above highlighted to track the details.
6. Open the sent email and hover on the icon to check the details if the email is Read/Unread/Delivered.


7. Once it is sent, you can also track the number of clicks and open events on email popup.




    • Related Articles

    • How to send emails to leads/contacts from Kylas CRM?

      This article covers the steps to be followed and the pre-requisites for sending emails using Gmail from Kylas CRM. Prerequisites Permissions: Any user with special access (email) to Leads/Contacts/Deals. Product Plans: Embark/Elavate Activities to be ...

    • How to connect custom email servers with Kylas CRM to send and receive emails?

      This article covers the steps to be followed and the pre-requisites for connecting custom email servers with Kylas CRM, to send and receive emails using Kylas CRM. Prerequisites Permissions: Any user. Product Plans: Embark/Elavate Activities to be ...

    • How to Delete an Email or Email conversation from Kylas?

      This article covers the steps to delete the email conversation from Kylas. Prerequisites Permissions: Any user with Delete/Delete All on Emails and Read and special access of Emails on Required Entity Product Plans: All Steps: Step 1: Login to Kylas ...

    • How to view email conversations associated with leads/contacts/deals in Kylas CRM?

      This article covers the steps to be followed and the pre-requisites for viewing emails associated with leads/contact/deals in Kylas CRM. Prerequisites Permissions: Any user with special access (email) to Leads/Contacts/Deals. Product Plans: ...

    • How to disconnect gmail account from Kylas CRM?

      This article covers the steps to be followed to disconnect your Gmail account from Kylas CRM. Prerequisites Permissions: Any user Product Plans: Embark/Elavate Activities to be Completed: Connect Gmail Account Steps Step 1 Login to Kylas and Navigate ...