Being able to track how many times an investor has viewed an email outreach sent from your portal is significant to ensuring your email communications are sent successfully, and the information shared with investors has been reviewed so that your investors stay up to date on your upcoming and ongoing capital raises.
The steps below will walk you through the steps to tracking the view rate of your email outreaches.
Step by Step Instructions:
Step 1. After sending the email from the Communications section of your portal, navigate to the Contact page of an investor who was sent the email.
Step 2. From the Activity or Email section of the Contact, locate the email that you are looking to track.
Step 3. Within the email section, locate the "opened x times" analytics.
That's all you need to track email views/opens for your investor email communications!