In modern CRM workflows, knowing whether a recipient has clicked a link within an email helps measure engagement, interest, and intent. Kylas CRM enables link click tracking through its Email Tracking Add-on, offering clear insights into recipient behavior.

This guide explains how to enable, use, and benefit from email link click tracking in Kylas CRM, along with prerequisites, setup steps, use cases, and important notes.

Table of Contents

1. What is Link Click Tracking?

2. Prerequisites

3. How to Enable Link Click Tracking in Kylas

4. How to Check If a Link Was Clicked

5. Use Cases

6. Important Notes
   

What is Link Click Tracking?

Link click tracking records whether the recipient clicked on a hyperlink within your email. In Kylas, this feature provides:

• The exact time and date of the click

• The number of times the link was clicked (re-clicks)

• A filterable view of leads/contacts who interacted with your email

Prerequisites

Before using this feature, ensure the following:

 To check pricing, visit Kylas CRM Pricing Page.

How to Enable Link Click Tracking in Kylas

Step-by-step Guide:

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. Compose an Email with Hyperlinks:

   • Go to any Lead/Contact

   • Click Send Email

   • Add your message and include one or more hyperlinks (e.g., https://example.com)

6. Send the Email:

   • Click Send

   • Email Tracking automatically records link clicks if the add-on is active.

7. Check Click Reports:

   • Navigate to the filter and select Open and clicked at.

   • You will see:

     • “Email Clicked”

     • “Clicked At: [timestamp]”

     • Optionally: Number of times the link was clicked

8. Apply Filters:

   • Use filters like Email → Clicked, This helps in segmenting engaged and unengaged leads.
     

How to Check If a Link Was Clicked

You can view link click tracking:

Location	What you see
Activity Timeline	"Email Clicked" tag with timestamp and user
Lead / Contact Filters	Use filter and add a filter and clicked at "Today"
Reports / Dashboards	Segment leads based on interactions.

Use Cases of Link Click Tracking

Use Case	Benefits
🔗 Track Product Brochure Downloads	See who clicked the link to a brochure/PDF
📝 Follow-up with Interested Leads	Automate tasks when someone clicks a link
💰 Upsell Campaigns	Prioritize users who clicked your promotional links

Important Notes

• Link tracking only works for emails sent via Kylas, not from external tools.
  

• Repeated clicks are also recorded (e.g., “Clicked 3 times”).

• Along with clicks, Opened At and Reopened timestamps are also available.

• Emails not opened are marked as Unread.

• You can combine filters like: Opened → Yes and Clicked → No to retarget leads.

• Email tracking is a paid add-on, not part of the free CRM plan.