Email Insights in Zoho Recruit makes this information available to you easily. As part of email insights, you will be able to
Enterprise Edition; Permission Required: Administrator Profile
To enable email insights
Note
The details of a particular customer's engagement with your email are available contextually. The status of individual emails can be seen under the Emails section of every Candidates and Contact.
To view details of a customer's activity on your email
Note
Zoho Recruit uses web beacon trafficking, the industry standard followed by email service providers for tracking emails. A small graphic (one-by-one pixel) is embedded at the bottom of the HTML emails sent from Zoho Recruit. When a recipient opens the email and chooses to Display images in it, this tiny image is downloaded from our server. This download enables Zoho Recruit to track the opens and clicks on your email.
This is a simple and widely used method to track emails. However, this comes with its set of limitations. Following are some points for you to note:
Zoho Recruit now lets you sort records based on associated sales priorities such as tasks, calls, events, and emails besides the regular search parameters.
With Email Insights enabled for your account, Email Status is among the priorities based on which you can conduct the search. For example, using advanced filters, you can search for “contacts that have opened emails in the past 3 days”. Or “contacts to which emails have been sent but not opened this week”.
Take a look at a few scenarios in which Email Status is used as one of the search criteria in the advanced filters.
Using this in combination with other criteria will yield even more valuable insights. For example, consider the following example.
Filter candidates
If this search yields results, you may want to make a second follow up on such Candidates. To further drill down the search, you can enter a particular priority as well. Say Priority is high for a candidate who has been given a rating of 5.0, but email has not been replied. This way, you can attend to these Candidates first.
You can apply instant actions on the records filtered using the advanced filters such as Mass Update, Mass Email, Macros and so on.
This way, advanced filters open the doors for the discovery of sorts when it comes to your Recruit data! With Email Status among the search criteria, the search only gets better.
Once you have enabled Email Insights in your Zoho Recruit account, you will have access to a default set of Email Reports. The Email Reports consists of the following reports:
The Email Analytics report in Zoho Recruit offers you statistics to tell you about the performance of emails sent via Zoho Recruit. Email Analytics is the summary of email status based on date, template, module, and user.
To check email analytics
The Email Stats are presented in the following columns under both the Summary Report and Detailed Report.
Note
Template performance enables you to judge the performance of each template, and also different versions of the same template.
While you can see the open/unopened rates of a template, you can also delve into further detail and see how far minor or major changes in the template have affected performance. After each change, a new “version” of the template is created and each version has its own statistics.
For example, say Zylker Inc. has created a template named User Retention. Editing the subject of this template from “Zylker considers you important” to “You are important to us” might make a difference in the open rates. You can confirm that by checking the performance of both versions.
To track email template performance
Alternatively, you can switch between the Tabular view and the Chart view in the Stats window, to see both template stats and version history.
The Chart View shows you the email open stats in three different formats:
Hovering with the cursor over each bar would open a tooltip displaying more details.
You can adjust the date to check template statistics for a particular period of time. Also, you can search for a particular template in the Search tab of the stats window.
The Tabular view shows the performance of different versions of the same template, complete with information about the date on which the changes were made, and who made the changes as well as the comments entered by the user when the changes were made.
This way, you can determine what changes to a template will help, and what won't.
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