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Customers can optionally choose to auto-sync any visitor to their corporate website that come from a Send & Track™ message. The lead, along with their company profile such as industry, revenue, location, description, and more, is automatically pushed into the CRM saving valuable time and improving efficiency in the lead management process. If the visitor is already in your CRM system or they were auto-synced an activity history will be recorded for them. The activity history shows a Send & Track™ e-mail was sent to them and all future activity including pages visited, business profiles, lead scoring and more will be auto-synced with the user.
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Email Sending Processes
A primary design goal of Send & Track™ was to minimize the impact to how a user sends an e-mail today using Microsoft Outlook. A small button is added to the Outlook Send Message process, the button contains two components. On the right side there is a button to insert a hyperlink. Hyperlinks can be inserted on any number of words in the e-mails. Alternatively, users may type out the absolute URL (http://www...). On the left side there is a button to send the message. Users click this button instead of the traditional Send button, which is the only change in the process, nothing else is different. Prior to the e-mail getting sent the Send & Track™ engine will automatically scan the body of the e-mail, convert all links for your trackable domain names to allow detection of the recipient, and parse the message out to anyone in the To:, Cc:, and Bcc: fields. As a result, any visitors from the message, whether in the To:, Cc:, or Bcc: field who visits your corporate website will be tracked.
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