Exporting Email Merge Tracking Data to Excel or CSV

By standss · Comments ( 0 ) Tuesday, February 14th, 2017

Many users have started tracking opens and clicks on the emails they send out using Email Merge Pro for Outlook. While EmailMerge can use this information directly for remerging (sending only to people who opened or clicked etc) and the EmailCaddie website has summary and detail reports, you may also want to export the tracking information in CSV format.

Here’s what you need to do.

Go to the EmailCaddie website and login.

Click on the Mail Merge tab to display a list of all the merges that you have sent out.

Click on the name of the merge that you are interested in to be taken to the Merge Details page.

Select the data you wish to see using the drop-down (Everyone, people who opened the email, people who clicked on a particular link etc).

Click the Export to CSV link to download a file to your desktop.

You can now open the CSV file in Excel or import it into other systems if you need to.

If you’re an existing EmailMerge for Outlook user, find out more about tracking your email merges here.

If you haven’t used Email Merge Pro for Outlook, click below to see why thousands of Outlook users trust the Outlook addin to send out sales and marketing emails to their customers everyday.


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Categories : EmailCaddie, EmailMerge for Outlook Comments ( 0 )

[Video] How to track opens and clicks on Outlook Email Merges

By standss · Comments ( 0 ) Thursday, October 13th, 2016

Thousands of Outlook users use EmailMerge for Outlook to send personalised emails to their customers. Now you can also know exactly who has opened or clicked on an email…and do follow-up merges to them.

EmailMerge is an Outlook addon that installs inside Outlook and lets you send news, marketing and sales emails to your customers using an easy step-by-step Wizard.

EXISTING USERS of EmailMerge: click here to trial the tracking at no cost.

The video above shows you exactly how easy it is to send and track your emails… but here’s a quick summary.

Tracking Emails

Use the Email Merge Wizard as normal. The last step of the Wizard has a tracking section as shown below.

Tracking Merged Emails

Tick the check box, give this merge a name and click Finish to create and send out your emails.

Viewing Tracking Data

You will be notified immediately if someone or a recipient opens or clicks on a link on your email.

notification

This notification is displayed at the bottom right hand corner of your screen but you can optionally get email notifications that tell you who has opened the email, where and using what device.

You can also view summaries and details of the tracking information on EmailCaddie.com, a website that we have created specially for tracking.

caddie 2

Doing Follow-Up Merges

EmailMerge doesn’t just tell you who has opened or clicked on an email. You can also use the information inside EmailMerge to do follow-up merges. For example:

You can send out additional information only to the people who clicked on a particular link or..

You can send out reminders to the people who have not opened your email.

The video above shows you just how easy this is to do.

If you’re any EXISTING USER of EmailMerge, you can trial the tracking at no cost.

If you’re new to EmailMerge, download a 30-day trial today and see why thousands of Outlook users around the world use it daily to communicate with their customers and members.

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