How to Track Emails in Kylas

How to Track Emails in Kylas

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.

Table of Contents

  1. Introduction

  2. Prerequisites

  3. Steps

  4. How to check opened mails? Step-by-Step Instructions 

  5. Popular Use Cases

  6. Notes & Add-On Information

Introduction:

Email tracking in Kylas CRM is a powerful feature that lets you know when and how many times your emails have been opened or read by your leads/customers. With this feature, you can monitor email engagement and follow up accordingly.

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.  



Notes
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.


How to check opened mails?

Step 1: Go to Communication → Emails

  • Navigate to Communication → Emails from the left panel.


Step 2: Choose "Sent" Emails Tab

  • Select "Sent" to view all outgoing emails.


Step 3: Use Filter → "Status" → Select “Opened”

  • Click the funnel icon (Filter).

  • Add a filter:

    • Field: Status

    • Condition: Equals

    • Value: Opened

  • Click Apply.


Step 4: View Opened Time and Reopen Count

  • Click on the email thread.

  • You will see:

    • Email opened

    • “Opened At” timestamp

    • Reopened count and timestamps


Step 5: Filter Read/Unread Emails

  • Use "Read" filter:

    • Yes → Read emails

    • No → Unread emails



Use Case
Explanation
🧑‍💼 Sales Follow-up
Check who opened the proposal email to follow up only with interested leads.
      Engagement Analysis
Track how many times a user opened the email to measure interest.
📬 Campaign Performance
Use filters to evaluate email open rate for different campaigns.
      Identify Cold Leads
Emails not opened in 7+ days can be filtered for re-engagement campaigns.
      Sales Cadence Optimization
Use open timestamp data to schedule follow-ups at optimal times.
📊 Sales Manager Reporting
Managers can track performance of sales reps based on email interactions.
      Customer Support Ticket Follow-up
Check if clients read support resolution emails.

Notes & Add-on Information 

  • This is a paid feature in Kylas and available only via Email Tracking Add-on.

  • To activate this feature, please check the Kylas Pricing Page.

  • Email tracking only works when:

    • The email is sent from Kylas.

    • The recipient opens the email in a client that loads images (some clients block them).


Info

Privacy Tip: Kylas respects email privacy. Open tracking works via a small tracking pixel.





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