Articles for service business owners

 

Tracking email opens for quotes and invoices

22nd March 2015

Want to know if your customers have read the quote or invoice you sent?

YourTradeBase now tracks when your customer opens the paperwork you’ve emailed to them. So you know your customer has received your invoice or read your quote.

Email opens are available now for all the paperwork you send from now on. You’ll see what’s been opened in the activity feed for your paperwork:

view email open activity

You can also filter your quotes to see which haven’t been opened:Screen Shot 2016-03-07 at 07.21.36

 

YourTradeBase tracks email opens and reads for customers who have images turned on in their emails. For (the minority of) customers that don’t have images turned on, we don’t report opens and reads, but emails are still sent.

All emails opened and read from 22nd March 2015 are now tracked. Sign in to YourTradeBase to start seeing when customers open your paperwork.


About the author

Adam Austin is the CEO & Co-founder of YourTradeBase.com - The easy way for service businesses to save hours on admin and paperwork.


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