Campaigns, documents, and advanced features

Track a scheduled email

The quick answer

Prepare tracking before scheduling through a supported flow, then verify the scheduled item's sender, time zone, and provider result. A message composed in an unsupported client may not include a tracker.

Prepare a scheduled tracked send

  1. Connect the sending mailbox

    Scheduled provider-backed work requires an active Gmail or Outlook connection for the exact sender.

  2. Compose and set tracking

    Set Open tracking and Link tracking before scheduling, using the supported scheduling flow. Review any alias and recipient permission.

  3. Check the scheduled item

    Review its time zone, due time, sender, status, and any required approval in Workflows.

  4. Verify after delivery

    Check provider-confirmed send status and the registered message before interpreting open/click events.

IN YOUR WORKSPACE

What it looks like

Workflows keeps scheduled work and follow-up conditions visible.

  1. Workflow tools

    Choose priority inbox, reminders, or engagement tools.

  2. Make a task

    Set a useful follow-up condition for a conversation.

Workflows keeps scheduled work and follow-up conditions visible.

Workflows keeps scheduled work and follow-up conditions visible.

  1. Workflow tools

    Choose priority inbox, reminders, or engagement tools.

  2. Make a task

    Set a useful follow-up condition for a conversation.

Open WorkflowsRead the complete product guide