Overview

EmailMerge365 Portal provides powerful tracking capabilities that allow you to monitor:

  • Email Opens: See who opened your emails and when
  • Link Clicks: Track which links were clicked and by whom
  • Engagement Metrics: Analyze overall engagement rates and patterns
  • Recipient Details: View detailed tracking information for each recipient

Purchase a Tracking Plan

Before you can use tracking features, you need to purchase a tracking plan from Email Merge 365.

 Where to Buy:  Visit EmailMerge365 Pricing to view and purchase tracking plans.

Available Plans:
  • Track up to 200 emails/merge
  • Open and click tracking
  • Basic analytics
  • Export capabilities
  • Email Notifications

Activate Your Tracking Plan

After purchasing, you need to activate your tracking plan.

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

 Note: You must activate your plan before you can use tracking features in your merges.

Send a Tracked Email Merge

Enable tracking when sending your email merge to start collecting data.

How to Enable Tracking:

In Microsoft Outlook:

  1. Open the Email Merge 365 add-in
  2. Set up your merge as usual (recipients, template, etc.)
  3.  Check the “Track this merge” checkbox
  4. Click “Send Merge

 

 That’s it! Your merge is now being tracked. Data will appear in the portal within minutes.

View Tracking Analytics

Access detailed analytics and insights about your tracked merges.

All tracking and analytics data is available directly in your EmailMerge365 Console,  log in anytime to view everything in one place.

Where to Find Analytics:
 Recent Merges Page

Navigate to Merges → Recent Merges

  • View all your tracked merges
  • See summary statistics
  • Quick access to details
 Merge Details Page

Click on any merge to view detailed analytics

  • Open and click rates
  • Individual recipient data
Available Metrics:
  1.  Open Rate
  2.  Click Rate

Export Tracking Data

Download recipient data and engagement metrics for further analysis.

How to Export:
  1. Go to the Merge Details page
  2. Select a filter (All, Opened, Clicked, etc.)
  3. Click the “Export CSV” button
  4. The file will download automatically
Export Includes:
  • Email addresses of recipients
  • Display names
  • Opened status (Yes/No)
  • Clicked status (Yes/No)

Tracking Features

 Email Open Tracking
  • Real-time open detection
  • Open time stamps
  • Open rate percentages
 Link Click Tracking
  • Track individual link clicks
  • See which links are most popular
  • Filter by specific links
 Advanced Filtering
  • Filter by opened/not opened
  • Filter by clicked/not clicked
  • Filter by specific links
  • Custom recipient groups

Best Practices

 Do’s
  • Always check tracking plan limits before sending large merges
  • Review analytics regularly to improve engagement
  • Export data for record-keeping and analysis
  • Use filters to identify non-engaged recipients
  • Send follow-ups to recipients who didn’t open
 Don’ts
  • Don’t add suspicious or phishing-like links as servers will block or filter your emails
  • Don’t ignore low engagement rates – investigate and improve
  • Don’t send to unengaged recipients repeatedly
  • Don’t exceed your plan’s tracking limits

Need More Help?

If you have questions or need assistance, we’re here to help!

View FAQs
Contact Support