Have you ever sent an email from CRM, and wondered whether the recipient ever opened the email, and whether or not they clicked on links within that email? Well, wonder no more! With our CRM email tracking add-on, PowerEmail, you can now track whether or not emails were opened, and which URLs were clicked on within that email, all, of course, within CRM!

• Subscription Price: $1/user/month
• System Requirements: CRM 2011 Online or CRM 2011 On-premise with Internet Facing (ADFS)

Import File

Import Guide

User Guide

Change Log

Using PowerEmail – One Pager

What does PowerEmail track exactly?
This Dynamics CRM email tracking add-on will track every time someone clicks on a link in an email sent from CRM, tell you the first time someone opened the email, the last time they opened it, which URLs they click on, and when they clicked on those URL’s.

How can I tell if someone opens my e-mail?
Using PowerEmail will insert an image into the e-mail and the CRM will get updated when the e-mail is opened and the image is downloaded. The default image is the PowerObjects logo, but you can upload a logo and have it inserted at the bottom of the e-mail.

Do I have to show an image to track if an e-mail is open?
No. You have to attach an image, but it can be a small transparent image. It’s common to use a company logo at the bottom of the e-mail.

Does the tracking image have to be at the bottom of the page?
No. You can insert an image anywhere in the e-mail by inserting a token where you want the image inserted. The default token is |potoken|.

Can I track click-throughs with your CRM email tracking add-on?
Yes. PowerEmail will replace all URL’s with a new URL that will track and redirect to the true URL. You can view all the click through data in CRM.

How does a recipient unsubscribe from my emails?
PowerEmail will add an unsubscribe link to every e-mail that is being tracked. A recipient can click on the unsubscribe link, which will then set the “Bulk Email” radio button in CRM to “Do Not Allow”.

Does PowerEmail track all emails sent from CRM?
PowerEmail will track the opens and click of any email sent out of CRM, as long as the “Regarding” is set to a contact or a lead.

I’ve installed PowerEmail, and now I have the PowerObjects logo at the bottom of all of my outgoing emails. Why?
The image at the bottom of the email is how PowerEmail tracks whether or not the email was opened. If you have not set up a custom image to be used there, it will default to the PowerObjects logo. To set up a custom image, please follow the steps in the PowerEmail Import Guide.

Questions? Contact the Powerpack Pro

How do I get started?

Try any of our PowerPack Add-ons FREE for 30 days with no risk and no pressure to commit! There are no setup fees, no long-term contracts (simply month to month), and no credit card information required!

Setting up your free 30 day trial is as easy as:

Import

Grab the import.zip file from the respective PowerPack page and save it on your desktop, or in your downloads folder. Then navigate to your CRM and go to Settings > Customizations > Solutions and click on Import. Find the .zip file that you saved, and walk through the import process. Each add-on will take 2-5 minutes to import. After the import has finished, close that import screen.

Register

After the import has finished, you will see the add-on listed in your list of solutions. Double click on the name of the add-on to open the registration screen. Fill in your information in that screen and click on Submit to register for your free 30 day trial!

Note: If you are registering an add-on that asks you for a username and password, please make sure you are registering from your externally-facing URL.

Configure

Some of the PowerPack add-ons have some additional information that you can configure in a setup tab, or other tabs in the configuration screen. Please refer to the import & setup guides for the particular add-on that you imported, which can be found on the individual PowerPack pages.

Thank you for giving the PowerPack add-on a try!

If you’re loving the PowerPack add-on, subscribe for the low cost of $1 or $2/CRM user/month! If the add-on isn’t suiting your needs, simply remove the solution.

Questions? Contact the Powerpack Pro