Tracking Key Email Campaign Metrics in EspoCRM

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  • ipwsite
    Junior Member
    • Jun 2026
    • 8

    #1

    Tracking Key Email Campaign Metrics in EspoCRM

    Hi everyone,

    I need to track the following metrics for my email campaigns in EspoCRM:

    • Which buyers have been contacted
    • Who replied
    • Who is interested
    • Email status (sent, opened, clicked, replied)
    • Follow-up schedules
    • Conversion progress
    • Who has unsubscribed – a clear list of recipients who have opted out of future emails

    Are all of these natively supported, or do I need additional extensions like the Advanced Pack or integrations (e.g., Mailchimp) to achieve full tracking?

    Any advice or best practices would be greatly appreciated.

    Thanks!
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9870

    #2
    Hi,

    Email campaign automation is available in the base version. I'd say that all items you listed are supported, except for 'Follow-up schedules', which I'm not sure I understood.

    You can find more info on Campaigns and Mass Emails on our website. Quick tours are worth checking.




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