Ross Cathie Asked:

“Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.”

The Answer:

Yes, it’s absolutely possible to see which email addresses opened your campaign in Agent CRM! This feature helps you identify engaged leads and prioritize follow-ups effectively. Here’s how you can access this information and use it to enhance your follow-up strategy.


Step-by-Step Guide to Viewing Email Opens in Agent CRM

1. Navigate to the Campaign Report

  • Go to Marketing >> Campaigns in your Agent CRM dashboard.
  • Locate the campaign you’d like to review and click on it to open the campaign details.

2. View Email Performance

  • Under the campaign’s performance dashboard, you’ll see metrics like Open Rate, Click Rate, and Bounce Rate.
  • Click on the Open Rate metric to see a detailed list of email addresses that opened your email.

3. Export the List (Optional)

  • If you’d like to work with this data outside of Agent CRM, you can export the list of opened emails.
  • Use the exported data to organize targeted follow-up strategies, such as personalized email or SMS outreach.

Leveraging Open Data for Follow-Ups

Once you’ve identified who opened your emails, it’s time to follow up strategically:

  1. Segment Your List
    • Create a tag or list for the leads who opened the campaign.
  2. Send a Targeted Follow-Up
    • Use email or text to reach out with a personalized message, such as:
      • Example Email:
        “Hi {{contact.first_name}}, I noticed you checked out our recent email about [campaign topic]. Do you have any questions? I’d love to help!”
  3. Prioritize Calls for Engaged Leads
    • For highly engaged contacts, prioritize phone calls to deepen the connection and address any questions directly.

Learn More

Explore these resources for additional insights and tips:

Also be sure to check out our Youtube Channel:


Bonus Resource: Watch and Learn