Need Email Tracking Help? This Way.

This section contains all our email tracking guides for getting started, troubleshooting issues, and answering frequently asked questions about merge tracking. If you need further assistance on the mail merge process or our services, please contact us at support@standss.com.

General Questions

Email Merge 365 Portal is a web-based management platform that allows you to track and analyze your email merge campaigns sent through Microsoft Outlook using the Email Merge 365 add-in.

With the portal, you can:

  • View all your sent merges
  • Track email opens and link clicks
  • Analyze engagement metrics
  • Export recipient data
  • Manage your tracking plans

You can access the portal without a tracking plan to view your subscription information. However, to use email tracking features (opens, clicks, analytics), you need to purchase and activate a tracking plan from emailmerge365.com.

You can access the portal by:

  1. Visiting the portal URL provided by your administrator or my.emailmerge365.com
  2. Logging in with your Microsoft 365 credentials
  3. Your account must be authorized by your organization's admin

Tracking Plans & Pricing

Tracking plans are available for purchase at emailmerge365.com. Visit the website to view available plans, pricing, and features.

Visit emailmerge365.com for current pricing and detailed plan comparisons.

To activate your tracking plan:

You can activate the your tracking plans by following the instuctions provided at: EmailMerge365 Activation

Once activated, you can immediately start using tracking features in your merges.

If you approach or exceed your plan limits:

  • You'll receive notifications in the portal
  • New tracked merges may be temporarily disabled
  • Existing tracking data remains accessible
  • You can upgrade your plan at any time

We recommend monitoring your usage and upgrading before reaching your limit.

Tracking Features

To enable tracking:

  1. Open Microsoft Outlook
  2. Launch the Email Merge 365 add-in
  3. Set up your merge (recipients, template, etc.)
  4. Check the "Track this merge" checkbox
  5. Send your merge

Your merge will now be tracked, and data will appear in the portal within minutes.

The portal provides comprehensive tracking data:

  • Email Opens: Who opened, when, and how many times
  • Link Clicks: Which links were clicked and by whom
  • Open Rate: Percentage of recipients who opened
  • Click Rate: Percentage who clicked any link
  • Date/Time Sent: When was the merge was sent

Our tracking system provides highly accurate data with some important notes:

  • Opens: Very accurate, but some email clients may block tracking pixels
  • Clicks: Extremely accurate as they're based on actual link interactions
  • Real-time: Data typically appears within 1-2 minutes of the event

Some corporate email systems or privacy-focused email clients may prevent open tracking.

Yes! The portal tracks each link in your email separately. You can:

  • View total clicks per link
  • See which recipients clicked which links
  • Filter recipients by specific link clicks
  • Compare performance across different links
  • Export data for recipients who clicked specific links

Tracking data retention depends on your plan:

  • Basic: 90 days
  • Professional: 1 year
  • Enterprise: Unlimited retention

We recommend exporting important data regularly for long-term record-keeping.

Using the Portal

  • To view your merges:

    1. Click on Merges in the navigation menu
    2. Select Recent Merges
    3. You'll see a list of all your sent merges with key metrics
    4. Click on any merge to view detailed analytics

On the Merge Details page, use the filter dropdown to view specific recipient groups:

  • All recipients: Everyone in the merge
  • Opened Email: Only those who opened
  • Not Opened Email: Those who haven't opened
  • Clicked: Recipients who clicked any link
  • Not Clicked: Those who didn't click
  • Specific links: Filter by individual link clicks

Yes! To export data:

  1. Go to the Merge Details page
  2. Select the filter you want to apply
  3. Click the "Export CSV" button
  4. The file will download with recipient details and their engagement status

Exported files include email addresses, display names, opened status, and clicked status.

Troubleshooting

  • If your merge isn't showing up, check:

    • Did you check "Track this merge" when sending?
    • Is your tracking plan active?
    • Have you exceeded your plan limits?
    • Has it been at least 5 minutes since sending?
    • Are you logged in with the correct account?

    If the issue persists, contact support with your merge details.

If opens aren't being tracked:

  • Some recipients may use email clients that block tracking pixels
  • Corporate email systems may strip tracking images
  • Recipients with "Load Images" disabled won't register as opens
  • Privacy-focused email clients block tracking by default

However, click tracking will still work as it's based on actual link clicks.

Try these steps:

  1. Refresh your browser (Ctrl+F5 or Cmd+Shift+R)
  2. Clear your browser cache
  3. Try a different browser
  4. Check your internet connection
  5. Disable browser extensions temporarily

If problems persist, check our Troubleshooting Guide or contact support.