This feature requires the Act! 365 Contact Link to be configured in Outlook. For information on how to configure this, please refer to this article.
To track opens; when composing a new email:
- Click the Act! 365 Contact Link
- Toggle 'Track Opens' on
- Send the email
To track clicks; when composing a new email:
- Click the Act! 365 Contact Link
- Enter the URL that you'd like to track in the 'Track Clicks' section
- Enter the hyperlink text that you'd like to display within the email
- Click Insert Link
- Send the email
Once the email has been interacted with, tracking information should show in the 'Activities' section within the 'email' activity on the contacts record.