{"id":18947,"date":"2019-08-09T11:44:16","date_gmt":"2019-08-09T11:44:16","guid":{"rendered":"https:\/\/www.process.st\/templates\/hubspot-email-tracking-template\/"},"modified":"2024-02-28T23:39:25","modified_gmt":"2024-02-28T23:39:25","slug":"hubspot-email-tracking-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/hubspot-email-tracking-template\/","title":{"rendered":"HubSpot Email Tracking Template"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hpiZRpv1O8PahKmUn1hFIA.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hpiZRpv1O8PahKmUn1hFIA.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p><strong>This HubSpot Email Tracking Template has been designed to guide you through the process of using Hubspot's email tracking chrome extension.<\/strong><\/p>\n<p>Process Street's HubSpot Email Tracking Template walks you through the process of tracking and logging your emails using HubSpot by organizing this process under the following headings:<\/p>\n<p><a href=\"https:\/\/www.hubspot.com\/\" rel=\"nofollow\">HubSpot<\/a> is a marketing, sales, and service software, designed to<strong> help your business grow<\/strong> with no compromise.<\/p>\n<p><strong>Powerful, persuasive and practical marketing is<a href=\"https:\/\/databox.com\/favorite-hubspot-features\" rel=\"nofollow\"> built from four key process steps<\/a>; attract, capture, track, and close. <\/strong><\/p>\n<p>That is, you need to attract potential customers. Capture those potential customers by providing more details in regard to your product\/service. Track your customers for continual feedback and review, and finally close qualified leads as they move from awareness to purchase.<\/p>\n<p>Process Street's HubSpot Email Tracking Template focuses on one stage, that is, the <strong>tracking stage<\/strong>.<\/p>\n<p><strong><a href=\"https:\/\/marketingland.com\/77-percent-of-us-want-to-get-marketing-messages-via-email-theres-no-close-second-place-study-says-9420\" rel=\"nofollow\">77% of customers<\/a> choose email over other online marketing channels<\/strong>, considering it as the most trusted source. With such a large attentive audience, it makes sense to implement both time and effort into your email marketing campaigns.<\/p>\n<p>A <a href=\"https:\/\/www.superoffice.com\/blog\/measuring-the-effectiveness-of-email-marketing\/\" rel=\"nofollow\">well-executed email campaign can<\/a>:<\/p>\n<ol>\n<li>Increase sales<\/li>\n<li>Increase client loyalty<\/li>\n<li>Generate leads<\/li>\n<li>Produce additional repeat business<\/li>\n<li>Reduce marketing costs<\/li>\n<\/ol>\n<p>To produce such a well-executed email campaign you need to know if your email marketing campaign is working?<\/p>\n<p><strong>\u2018Clickthrough rate\u2019, \u2018open rate\u2019 and \u2018delivery rate\u2019 are considered the <a href=\"https:\/\/www.superoffice.com\/blog\/email-marketing-kpi-guide\/\" rel=\"nofollow\">top email marketing performance indicators.<\/a><\/strong><\/p>\n<p>The <a href=\"https:\/\/www.campaignmonitor.com\/resources\/glossary\/click-through-rate-ctr\/\" rel=\"nofollow\">Clickthrough<\/a> rate is defined as the proportion of users who click on any links within a particular email.<\/p>\n<p>The <a href=\"https:\/\/www.campaignmonitor.com\/resources\/glossary\/email-open-rate\/\" rel=\"nofollow\">Open rate<\/a> is defined as the percentage of the total number of subscribers who opened the email campaign.<\/p>\n<p>The<a href=\"https:\/\/blog.hubspot.com\/blog\/tabid\/6307\/bid\/29510\/Your-Complete-Guide-to-Measuring-Email-Marketing-Success.aspx\" rel=\"nofollow\"> delivery rate<\/a> is defined as the percentage of emails that were delivered to the recipients.<\/p>\n<p>Obtaining information in regards to the \u2018click-through rate\u2019, \u2018open rate\u2019 and the \u2018delivery rate\u2019 &nbsp;will provide you with vital information so you can review, adapt and improve your email marketing campaign.<\/p>\n<p><strong>HubSpot's email tracking chrome extension provides you with this key information.<\/strong> <strong>This HubSpot Email Tracking Template will aid you through the process of tracking your email campaign.<\/strong><\/p>\n<p>As a manager, you will begin this template and assign tasks to the relevant employee. Tasks assigned to the employee will walk the employee through the process of tracking emails in either Office 365 or Gmail.<\/p>\n<p>By using Process Street\u2019s HubSpot\u2019s Email Tracking Template the relevant employee will quickly get to grips with HubSpot's email tracking feature, with minimal effort from your end.<\/p>\n<p>In this HubSpot's Email Tracking Template, you will be presented with form fields, such as long text form fields and multiple choice questions. You will be required to <strong>populate each form field with your specific data<\/strong>.<\/p>\n<p>More information on how to use each form field is provided on the 'Enter Checklist Details' task.<\/p>\n<p>You will also be presented with:<\/p>\n<ul>\n<li>Process Street's <a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow\">stop tasks<\/a> that ensure task order.<\/li>\n<li>Process Street's <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow\">conditional logic<\/a> to create a dynamic template which caters to your specific needs.<\/li>\n<li>Process Street's <a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">role assignment<\/a> feature, to assign tasks to the relevant employee.<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"record-checklist\">\n<h2>Record checklist<\/h2>\n<div class=\"text-content\">\n<p>To begin this HubSpot Email Tracking Template, enter the required details into the form fields below.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your full name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your business name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Your email <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> HubSpot Email Tracking Template start date <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p>You can <strong>use our role assignment feature<\/strong> to assign the relevant employee to the tasks as required.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee's first name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee's email <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">These are all examples of form fields, which are fields of information which can be filled in by a user working through a checklist from this template.<\/p>\n<p>More information is provided for each form field via our help pages:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">Subtasks&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Dropdown<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Short Text<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Date<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Entering email address&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Multiple choice<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Long text<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">Email widget<\/a><\/li>\n<\/ul>\n<p class=\"style-info\">This is a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>stop task<\/strong><\/a>, which means you cannot progress in this template until the required form fields are complete.<\/p>\n<\/div>\n<\/section>\n<section id=\"getting-started\">\n<h2>Getting started:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nIHkqLPVv5p81BYLDHBHAA.jpg\" alt=\"Getting started:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nIHkqLPVv5p81BYLDHBHAA.jpg\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"understand-what-a-tracked-email-is\">\n<h2>Understand what a tracked email is<\/h2>\n<div class=\"text-content\">\n<p>Using the HubSpot's Sales Chrome extension you can<strong> track your emails.<\/strong><\/p>\n<p>It is important to understand what a <em>tracked email<\/em> is. Consider the below definition before moving forward in this template.&nbsp;<\/p>\n<h5 style=\"text-align: center;\">Tracked Email&nbsp;<\/h5>\n<p><strong>Tracking emails gives insight into how the recipient is interacting with the email.<\/strong> You will be notified when the contact opens the email.<a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/account\/manage-sales-hub-and-service-hub-paid-users\" rel=\"nofollow noopener\" target=\"_blank\"> Paid Sales Hub users<\/a> will also be notified when the recipient clicks a link in the email as well.<\/p>\n<\/div>\n<\/section>\n<section id=\"download-hubspot-chrome-extension\">\n<h2>Download HubSpot chrome extension<\/h2>\n<div class=\"text-content\">\n<p>Make sure you have a HubSpot Sales account and that you have added HubSpot as a chrome extension.<\/p>\n<p><strong>Work through the subtask checklist below.<br \/>\n<\/strong><\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Make an account with HubSpot's sales hub<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Add HubSpot's Email Tracking and Sales CRM for Gmail extension<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">You can <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/account\/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-account\" rel=\"nofollow noopener\" target=\"_blank\"><strong>turn on or off GDPR functionality<\/strong> <\/a>in your HubSpot account as required, on a <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-tracking\/customize-your-hubspot-sales-chrome-extension-default-configuration-options#extension\" rel=\"nofollow noopener\" target=\"_blank\">message by message basis<\/a> or for more general purposes. Existing contacts who have not granted a<a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/contacts\/how-can-i-track-lawful-basis-of-processing-in-hubspot\" rel=\"nofollow noopener\" target=\"_blank\"> lawful basis for data processing<\/a> will be<a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-notifications\/what-does-a-someone-notification-mean\" rel=\"nofollow noopener\" target=\"_blank\"> tracked anonymously<\/a>. It is best to consult your legal team for this.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"connect-your-account\">\n<h2>Connect your account:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lx_uTtTFahX9BLAkZr5KHw.jpg\" alt=\"Connect your account:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lx_uTtTFahX9BLAkZr5KHw.jpg\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"determine-who-hosts-your-email\">\n<h2>Determine who hosts your email<\/h2>\n<div class=\"text-content\">\n<p>Before you can use HubSpot's email tracking feature, you <strong>need to know the host for your email<\/strong>. Your email host operates your email servers.&nbsp;<\/p>\n<p>To find out who hosts your email, you can ask your IT department or you can use online tools such as<a href=\"https:\/\/mxtoolbox.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> MxToolbox<\/a>.<\/p>\n<p>You are presented with our <strong>dropdown form field below<\/strong>. The response selected will determine which stage in this HubSpot Email Tracking Template you will be directed to using our Conditional Logic feature.&nbsp;<\/p>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How are you going to find out who your email host is? <\/label><br \/>\n<select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<\/section>\n<section id=\"ask-your-it-department\">\n<h2>Ask your IT department<\/h2>\n<div class=\"text-content\">\n<p>Ask you IT department to determine you host email. This department will most likley know.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Ask your IT department who hosts your email<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Select your host <\/label><br \/>\n<select disabled=\"\" class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select><\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Connect your Gmail account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Connect your Office 365 account<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>HubSpot does not support a connection with ActiveSync,<\/strong> but if you use ActiveSync in your email client, connect your account using HubSpot-Exchange connection.<\/p>\n<p class=\"style-info\">If your email service provider is something other than Google Apps, Exchange or Office 365, then you can connect your account via IMAP.<\/p>\n<\/div>\n<\/section>\n<section id=\"determine-your-host-using-mx-lookup\">\n<h2>Determine your host using MX Lookup<\/h2>\n<div class=\"text-content\">\n<p>You can <strong>use the MX Lookup tool<\/strong> to determine your email host.&nbsp;<\/p>\n<p><strong>Click <a href=\"https:\/\/mxtoolbox.com\/\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a> to access this tool.<\/strong><\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Enter your email domain in the 'Domain Name' field<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">The <strong><em>Domain Name<\/em><\/strong>&nbsp;is the part after the @ symbol in your email address.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rTjxqG84zVNtjokKCQ1OMg.png\" alt=\"You can use MX Lookup to identify your server.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rTjxqG84zVNtjokKCQ1OMg.png\"> <\/a><figcaption>\n     You can use MX Lookup to identify your server.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      After entering your email domain, click MX Lookup<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      On the screen, you will see your email service provider<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Select your host <\/label><br \/>\n<select disabled=\"\" class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select><\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Connect your Gmail account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Connect your Office 365 account<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<ul>\n<li>\n<p class=\"style-info\">If your email provider is Google Apps, you will be connecting a Gmail account.<\/p>\n<\/li>\n<li>\n<p class=\"style-info\">If your email provider is Office 365, you will be connecting an Office 365 account.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"connect-your-gmail-account\">\n<h2>Connect your Gmail account<\/h2>\n<div class=\"text-content\">\n<p>Follow the steps below to<strong> connect your Gmail account with HubSpot.<\/strong><\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Enter your HubSpot account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click the setting icon in the main navigation bar<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click 'connect an inbox'<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Select Google\/Gmail<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nkkYmEg27BZmpC9JwA5JEQ.png\" alt=\"Select Google\/Gmail to connect HubSpot with your Gmail inbox.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nkkYmEg27BZmpC9JwA5JEQ.png\"> <\/a><figcaption>\n     Select Google\/Gmail to connect HubSpot with your Gmail inbox.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Read through 'what to expect when you connect your Gmail inbox to HubSpot', then click 'continue'.<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Log in to the Gmail account you want to use\/connect with.<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Review the required permissions.<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click 'Allow'.<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      You are redirected back to your settings, and a dialog box will appear to inform you that your Google inbox is now connected to HubSpot.<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/siMjddrck9mbApBw2GVMqw.png\" alt=\"Select 'Allow' to connect your Gmail inbox with HubSpot.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/siMjddrck9mbApBw2GVMqw.png\"> <\/a><figcaption>\n     Select 'Allow' to connect your Gmail inbox with HubSpot.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\"><strong>If your Gmail account has an <a href=\"https:\/\/support.google.com\/mail\/answer\/22370?hl=en\" rel=\"nofollow noopener\" target=\"_blank\">alias<\/a> set up<\/strong>, that alias will show up automatically from the dropdown menu in the email composer. The alias must be set up in your Gmail account before you connect your inbox.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"connect-your-office-365-account\">\n<h2>Connect your Office 365 account<\/h2>\n<div class=\"text-content\">\n<p>Follow the steps below to<strong> connect your Office 365 account with HubSpot.<\/strong><\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Enter your HubSpot account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click the setting icon in the main navigation bar<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click 'connect an inbox'<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Select Office 365<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Enter the email of the Office 365 account that you want to use<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      You are redirected back to your settings, and a dialog box will appear to inform you that your Office 365 account is now connected to HubSpot<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jJLKHOdGm2H3gmJjiA9MSQ.png\" alt=\"Select office 365 to connect with your Office 365 inbox.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jJLKHOdGm2H3gmJjiA9MSQ.png\"> <\/a><figcaption>\n     Select office 365 to connect with your Office 365 inbox.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<\/section>\n<section id=\"tracking-emails\">\n<h2>Tracking emails:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v4NOaphDbOk7eS0A7nhPww.png\" alt=\"Tracking emails:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v4NOaphDbOk7eS0A7nhPww.png\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"track-your-emails-in-gmail\">\n<h2>Track your emails in Gmail<\/h2>\n<div class=\"text-content\">\n<p>To<strong> track your emails from your Gmail account<\/strong>, you must first send a tracked email from your account.&nbsp;<\/p>\n<p>Complete the tasks below.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Log into your Gmail account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Compose a news email<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Enter the email recipient, the subject line and then the email body<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Select the 'Track' checkbox<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click 'Send'<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h1o-bFw-WbbD7mufmMhP3w.png\" alt=\"Select the track checkbox to track the email sent from your Gmail account.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h1o-bFw-WbbD7mufmMhP3w.png\"> <\/a><figcaption>\n     Select the track checkbox to track the email sent from your Gmail account.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<\/section>\n<section id=\"determine-how-you-are-using-office-365\">\n<h2>Determine how you are using Office 365<\/h2>\n<div class=\"text-content\">\n<p>Select<strong> how you are using your Office 365 account<\/strong> to continue to the next relevant stage of this template.<\/p>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How are you using Office 365? <\/label><br \/>\n<select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">A slightly <strong>different proces is needed<\/strong> to track emails in Office 365 depending on whether you are logged into Office 365 from your outlook desktop on PC or MAC, or you are logged in using a web account on Outlook.com.<\/p>\n<\/div>\n<\/section>\n<section id=\"track-your-emails-in-office-365-using-outlook-desktop-on-pc-or-mac\">\n<h2>Track your emails in Office 365 using outlook desktop on PC or MAC<\/h2>\n<div class=\"text-content\">\n<p>To<strong> track your emails from your Office 365 account on a desktop on a MAC or PC, <\/strong>you must send a tracked email from your account.&nbsp;<\/p>\n<p>Complete the tasks below.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Log into your Outlook account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Compose a new email<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Enter the email recipient, subject line and email body<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      In the message window, click 'Sales Tools'<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      In the right-hand side panel, select 'Track Email Options' checkbox. (Please note that Sales Hub Starter, Professional and Enterprise users will see 'Track Email Opens and Clicks')<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Keep the HubSpot Sales panel open in your inbox<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Select 'Send'<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nwZR44XcbqvSc-fcckNOUQ.png\" alt=\"Select the checkbox 'track email opens' to begin to track your emails in Office 365.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nwZR44XcbqvSc-fcckNOUQ.png\"> <\/a><figcaption>\n     Select the checkbox 'track email opens' to begin to track your emails in Office 365.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<\/section>\n<section id=\"track-your-emails-in-office-365-using-web-account-or-outlookcom-account\">\n<h2>Track your emails in Office 365 using web account or outlook.com account<\/h2>\n<div class=\"text-content\">\n<p>To<strong> track your emails from your Office 365 account from an Outlook on the web account or an Outlook.com account, <\/strong>you must send a tracked email from your account.&nbsp;<\/p>\n<p>Complete the tasks below.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Log into your outlook account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Compose a new email<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Enter the email recipient, subject line, and email body<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      At the bottom right-hand corner of your email composition window, click the HubSpot sprocket icon<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Select the 'Track email opens' checkbox which will be on the right-hand side panel<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Keep the HubSpot sales panel open with this checkbox ticked and then click send<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qbCx5j9HKhRqaN0LJilDTg.png\" alt=\"Use the HubSpot sales panel to track emails in Office 365 web or Outlook.com account.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qbCx5j9HKhRqaN0LJilDTg.png\"> <\/a><figcaption>\n     Use the HubSpot sales panel to track emails in Office 365 web or Outlook.com account.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<\/section>\n<section id=\"setting-up-your-sales-notifications-and-activity-feed\">\n<h2>Setting up your sales notifications and activity feed:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mAfSgt2LKj-QoYHDol1Jqw.png\" alt=\"Setting up your sales notifications and activity feed:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mAfSgt2LKj-QoYHDol1Jqw.png\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"view-your-sales-notifications\">\n<h2>View your sales notifications<\/h2>\n<div class=\"text-content\">\n<p>You can <strong>enable notifications<\/strong> to be triggered when your tracked email is opened or clicked, a shared document is viewed or a meeting is booked.&nbsp;<\/p>\n<p>You can be notified in <strong>real-time<\/strong>, or you can <strong>view and manage from your activity feed in HubSpot.&nbsp;<\/strong><\/p>\n<\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Select how you would like to view your sale notifications <\/label><br \/>\n<select disabled=\"\" class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select><\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Real-time notifications<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Use your activity feed<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">Please note that free users will only receive 200 notifications per month. Past this 200 limit, you can send tracked emails, but your activity feed will not reset until the start of the next month.<\/p>\n<\/div>\n<\/section>\n<section id=\"set-up-realtime-notifications\">\n<h2>Set up real-time notifications<\/h2>\n<div class=\"text-content\">\n<p>Follow the steps below to turn these notifications off or on.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      In the upper right, click the HubSpot sprocket icon<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click the gear icon<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click to toggle the 'Pop up notification' which can be turned off or on<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rtE08Wofvv54URXDBtBB8g.png\" alt=\"Click the gear icon, and then turn on pop-up notifications.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rtE08Wofvv54URXDBtBB8g.png\"> <\/a><figcaption>\n     Click the gear icon, and then turn on pop-up notifications.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Real-time notifications can then be silenced in the tray application.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Go to your tray application<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Click 'pause notifications'<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rL1IsoEmrKBkCtaJkIdGjQ.png\" alt=\"Go to your tray icon and select 'pause notifications' to turn off notifications.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rL1IsoEmrKBkCtaJkIdGjQ.png\"> <\/a><figcaption>\n     Go to your tray icon and select 'pause notifications' to turn off notifications.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">With the HubSpot Sales Chrome extension, you <strong>can view real-time notifications in the upper right of your Chrome browser<\/strong>.&nbsp;<\/p>\n<p class=\"style-info\">You have full control over when you receive these notifications and when to silence the notifications.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"use-your-activity-feed\">\n<h2>Use your activity feed<\/h2>\n<div class=\"text-content\">\n<p>You can <strong>view your recent activity<\/strong> all in one place in your activity feed.&nbsp;<\/p>\n<p>All activities are <strong>grouped by contact<\/strong>. Activities are unique to the account you are signed into.<\/p>\n<p>Follow the steps below to use your activity feed.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Go to your HubSpot account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Navigate to 'Contacts &gt; Activity Feed'<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Use the 'Search bar' to search for a specific activity<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Filter Your Activity Feed<\/h4>\n<p>You can filter your activity feed by specific activity types. To do this, go the <strong>'Activities' dropdown menu<\/strong> and<strong> filter your feed<\/strong> by specific activity types.&nbsp;<\/p>\n<p>You can filter your activity feed as below.<\/p>\n<h5 style=\"text-align: center;\">Email Opens&nbsp;<\/h5>\n<p>View all recent email opens. You can use HubSpot to <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-notifications\/identify-open-locations-for-hubspot-sales-email-notifications\" rel=\"nofollow noopener\" target=\"_blank\">identify open locations<\/a>. You may also see <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-notifications\/why-am-i-getting-multiple-notifications-for-the-same-email\" rel=\"nofollow noopener\" target=\"_blank\">multiple opens for the same email<\/a>.<\/p>\n<h5 style=\"text-align: center;\">Email Clicks&nbsp;<\/h5>\n<p>View when the recipient clicks on your emails.&nbsp;<\/p>\n<h5 style=\"text-align: center;\">Sent Emails<\/h5>\n<p style=\"text-align: left;\">View all emails that are successfully sent.<\/p>\n<h5 style=\"text-align: center;\">Document views&nbsp;<\/h5>\n<p>See how many sales <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/documents\/use-documents\" rel=\"nofollow noopener\" target=\"_blank\">documents<\/a> have been viewed by recipients.&nbsp;<\/p>\n<h5 style=\"text-align: center;\">Lead visits&nbsp;<\/h5>\n<p>You can view all recent <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/prospects\/use-prospects#view-revisit-notifications-in-the-activity-feed\" rel=\"nofollow noopener\" target=\"_blank\">lead visits<\/a> notifications.&nbsp;<\/p>\n<h5 style=\"text-align: center;\">Form<\/h5>\n<p>View all recent form submissions.<\/p>\n<h5 style=\"text-align: center;\">Meetings&nbsp;<\/h5>\n<p>View all recent meetings booked with a HubSpot <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/meetings\/use-meetings\" rel=\"nofollow noopener\" target=\"_blank\">meetings link<\/a>.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      To view all of a contact's recent activities, click 'Show all activities (number of activities)'.<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kz-9d0iYaZMwYqAew-RNJQ.png\" alt=\"You can navigate to the search bar to filter activities as you require.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kz-9d0iYaZMwYqAew-RNJQ.png\"> <\/a><figcaption>\n     You can navigate to the search bar to filter activities as you require.<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do you want to follow up with a contact? <\/label><br \/>\n<select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">Email tracking activity included in your activity feed is specific to the emails you have sent. No one else, but you, can view this information.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"follow-up-with-a-contact\">\n<h2>Follow up with a contact<\/h2>\n<div class=\"text-content\">\n<p>In your activity feed, you can <strong>follow up with a contact<\/strong> over the phone or in an email, or to create a follow-up task.<\/p>\n<p>To do this, complete the tasks below.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Hover over the activity, and select 'Call', 'Email' or 'Create Task'<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"learn-more-in-regards-to-your-activity-feed\">\n<h2>Learn more in regards to your activity feed<\/h2>\n<div class=\"text-content\">\n<p>Once the recipient opens the email, you will receive a <strong>real-time, pop-up notification<\/strong>.<\/p>\n<p>Once you receive this notification, you can navigate back to your activity feed where you will then see this email information. In this case, the email will be marked as 'open'.&nbsp;<\/p>\n<p>You can <strong>view important information<\/strong> from this activity feed, such as the below:&nbsp;<\/p>\n<ol>\n<li>When the recipient opened your email.&nbsp;<\/li>\n<li>Where the recipient is located.<\/li>\n<li>The history of the contacts activities.<\/li>\n<\/ol>\n<p>If you want to create a note, log an activity, schedule a meeting, or mute a notification, <strong>click the 'More' dropdown menu<\/strong> <strong>and select an activity.<\/strong><\/p>\n<\/div>\n<\/section>\n<section id=\"check-your-email\">\n<h2>Check your email<\/h2>\n<div class=\"text-content\">\n<p><strong>To log an email<\/strong> using your HubSpot CRM account, the<strong> email address you send emails from must be one of the following<\/strong>:&nbsp;<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      A user in your account<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      One of your connected email addresses<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      An alias in your email client (either an alias that has been configured in your connected account or an alias added to your Profile and Preferences)<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<ul>\n<li>\n<p class=\"style-info\">To exclude recipients from CRM email logging, click <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/settings\/add-emails-and-domains-to-the-never-log-list\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a><\/p>\n<\/li>\n<li>\n<p class=\"style-info\">To add email addresses and domains in your Chrome extension, click <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-tracking\/customize-your-hubspot-sales-chrome-extension-default-configuration-options\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/blog.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot Blog<\/a>&nbsp;- <a href=\"https:\/\/blog.hubspot.com\/blog\/tabid\/6307\/bid\/29510\/Your-Complete-Guide-to-Measuring-Email-Marketing-Success.aspx\" rel=\"nofollow noopener\" target=\"_blank\">Your Complete Guide to Measuring Email Marketing Success<\/a><\/li>\n<li><a href=\"https:\/\/www.campaignmonitor.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Campaign Monitor<\/a>&nbsp;- <a href=\"https:\/\/www.campaignmonitor.com\/resources\/glossary\/email-open-rate\/\" rel=\"nofollow noopener\" target=\"_blank\">Email Open Rate<\/a><\/li>\n<li><a href=\"https:\/\/www.campaignmonitor.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Campaign Monitor<\/a>&nbsp;- <a href=\"https:\/\/www.campaignmonitor.com\/resources\/glossary\/click-through-rate-ctr\/\" rel=\"nofollow noopener\" target=\"_blank\">Click-Through Rate (CTR)<\/a><\/li>\n<li><a href=\"https:\/\/www.superoffice.com\/blog\/\" rel=\"nofollow noopener\" target=\"_blank\">SuperOffice<\/a>&nbsp;- <a href=\"https:\/\/www.superoffice.com\/blog\/email-marketing-kpi-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Email Marketing KPI: The Definitive Guide <\/a><\/li>\n<li><a href=\"https:\/\/www.superoffice.com\/blog\/\" rel=\"nofollow noopener\" target=\"_blank\">SuperOffice<\/a>&nbsp;- <a href=\"https:\/\/www.superoffice.com\/blog\/measuring-the-effectiveness-of-email-marketing\/\" rel=\"nofollow noopener\" target=\"_blank\">Measuring The Effectiveness Of Email Marketing<\/a><\/li>\n<li><a href=\"https:\/\/marketingland.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Marketing Land<\/a>&nbsp;- <a href=\"https:\/\/marketingland.com\/77-percent-of-us-want-to-get-marketing-messages-via-email-theres-no-close-second-place-study-says-9420\" rel=\"nofollow noopener\" target=\"_blank\">77 Percent Of Us Want To Get Marketing Messages Via Email &amp; There\u2019s No Close Second Place, Study Says<\/a><\/li>\n<li><a href=\"https:\/\/databox.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Databox<\/a>&nbsp;- <a href=\"https:\/\/databox.com\/favorite-hubspot-features\" rel=\"nofollow noopener\" target=\"_blank\">35 HubSpot Features That Users Can\u2019t Live Without<\/a><\/li>\n<li><a href=\"https:\/\/www.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/account\/manage-sales-hub-and-service-hub-paid-users\" rel=\"nofollow noopener\" target=\"_blank\">Manage Sales Hub and Service Hub paid seats<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot Academy<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-tracking\/customize-your-hubspot-sales-chrome-extension-default-configuration-options#extension\" rel=\"nofollow noopener\" target=\"_blank\">English Customize your HubSpot Sales Chrome extension default configuration options<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot Academy<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/contacts\/how-can-i-track-lawful-basis-of-processing-in-hubspot\" rel=\"nofollow noopener\" target=\"_blank\">Track lawful basis of processing in HubSpot<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot Academy<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-notifications\/what-does-a-someone-notification-mean\" rel=\"nofollow noopener\" target=\"_blank\">'Someone' notification in HubSpot Sales email extension<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot Academy<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/contacts\/how-can-i-track-lawful-basis-of-processing-in-hubspot\" rel=\"nofollow noopener\" target=\"_blank\">English Track lawful basis of processing in HubSpot<\/a><\/li>\n<li><a href=\"https:\/\/support.google.com\/mail#topic=7065107\" rel=\"nofollow noopener\" target=\"_blank\">Gmail help<\/a>&nbsp;- <a href=\"https:\/\/support.google.com\/mail\/answer\/22370?hl=en\" rel=\"nofollow noopener\" target=\"_blank\">Send emails from a different address or alias<\/a><\/li>\n<li><a href=\"https:\/\/mxtoolbox.com\/Public\/Login.aspx#\/\" rel=\"nofollow noopener\" target=\"_blank\">MxToolBox<\/a>&nbsp;- <a href=\"https:\/\/mxtoolbox.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> MX Lookup<\/a><\/li>\n<li><a href=\"https:\/\/www.microsoft.com\/en-gb\/\" rel=\"nofollow noopener\" target=\"_blank\">Microsoft<\/a>&nbsp;- <a href=\"https:\/\/support.office.com\/en-us\/article\/determine-the-version-of-microsoft-exchange-server-my-account-connects-to-d427465a-ce3b-42bd-9d83-c7d893d5d334\" rel=\"nofollow noopener\" target=\"_blank\">Determine the version of Microsoft Exchange Server my account connects to<\/a><\/li>\n<li><a href=\"https:\/\/www.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/legal.hubspot.com\/privacy-policy\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot Privacy Policy<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/documents\/use-documents\" rel=\"nofollow noopener\" target=\"_blank\">Upload and share documents<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-notifications\/why-am-i-getting-multiple-notifications-for-the-same-email\" rel=\"nofollow noopener\" target=\"_blank\">Multiple open notifications for the same tracked email<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-notifications\/identify-open-locations-for-hubspot-sales-email-notifications\" rel=\"nofollow noopener\" target=\"_blank\">Identify open locations for HubSpot Sales email notifications<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/prospects\/use-prospects#view-revisit-notifications-in-the-activity-feed\" rel=\"nofollow noopener\" target=\"_blank\">Track prospects<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/meetings\/use-meetings\" rel=\"nofollow noopener\" target=\"_blank\">Set up the meetings tool<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/settings\/add-emails-and-domains-to-the-never-log-list\" rel=\"nofollow noopener\" target=\"_blank\">Exclude recipients from CRM email logging<\/a><\/li>\n<li><a href=\"https:\/\/academy.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>&nbsp;- <a href=\"https:\/\/knowledge.hubspot.com\/articles\/kcs_article\/email-tracking\/customize-your-hubspot-sales-chrome-extension-default-configuration-options\" rel=\"nofollow noopener\" target=\"_blank\">Customize your HubSpot Sales Chrome extension default configuration options<\/a><\/li>\n<li><a href=\"https:\/\/pixabay.com\/es\/photos\/inicio-listo-la-competencia-pista-1414148\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a>&nbsp;- <a href=\"https:\/\/pixabay.com\/es\/users\/memorycatcher-168384\/\" rel=\"nofollow noopener\" target=\"_blank\">MemoryCatcher<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/connect-connection-cooperation-20333\/\" rel=\"nofollow noopener\" target=\"_blank\">Image <\/a>- <a href=\"https:\/\/pixabay.com\/users\/publicdomainpictures-14\/\" rel=\"nofollow noopener\" target=\"_blank\">PublicDomainPictures<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/illustrations\/email-marketing-online-marketing-2362038\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/tumisu-148124\/\" rel=\"nofollow noopener\" target=\"_blank\">tumisu<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/illustrations\/note-write-with-comic-person-man-477449\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/geralt-9301\/\" rel=\"nofollow noopener\" target=\"_blank\">geralt<\/a>, re-sized<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/email-onboarding-sequence\/\" rel=\"nofollow\">Email Onboarding Sequence Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/evangelist-sequence\/\" rel=\"nofollow\">Evangelist Sequence Email Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lead-nurturing\/\" rel=\"nofollow\">Lead Nurturing Email Sequence Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/purchase-reminder-email\/\" rel=\"nofollow\">Purchase Reminder Email Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/re-engagement-sequence\/\" rel=\"nofollow\">Re-engagement Sequence Email Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sales-email-sequence-process\/\" rel=\"nofollow\">Sales Email Sequence Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/training-sequence\/\" rel=\"nofollow\">Training Sequence Email Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/transactional-sequence\/\" rel=\"nofollow\">Transactional Sequence Email Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/upsell-sequence\/\" rel=\"nofollow\">Upsell Sequence Email Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/welcome-email-marketing-sequence-new-customer\/\" rel=\"nofollow\">Welcome Email Marketing Sequence, New Customer Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/smart-goal-setting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">SMART Goal Setting Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/on-page-seo-checklist\" rel=\"nofollow\">On-Page SEO Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/technical-seo-audit\" rel=\"nofollow\">Technical SEO Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/google-analytics-audit\" rel=\"nofollow\">Google Analytics Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/product-launch-checklist\" rel=\"nofollow\">Product Launch Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ux-audit\" rel=\"nofollow\">UX Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/social-media-manager-daily-checklist\" rel=\"nofollow\">Social Media Manager Daily Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/social-media-influencer-outreach-checklist\" rel=\"nofollow\">Social Media Influencer Outreach Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/seo-checklist-the-keyword-research-process\/\" rel=\"nofollow\">SEO Checklist: The Keyword Research Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/new-affiliate-onboarding\/\" rel=\"nofollow\">New Affiliate Onboarding<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/advanced-content-promotion-checklist\/\" rel=\"nofollow\">Advanced Content Promotion Checklist<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/AB-Testing-p4CiUhUU_knL3t1NZjVJtA\/view\/tasks\/gwvOvbKn88Px3C1ps3hOoA\" rel=\"nofollow noopener\" target=\"_blank\">AB Testing<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Creating-a-Newsletter-pi4XKX2uJB_SYvQuJ0tCMg\/view\/tasks\/nQnsqqLTldBbeXFHlbFExQ\" rel=\"nofollow noopener\" target=\"_blank\">Creating a Newsletter<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Customer-Feedback-u-pOj1YALnZr6OqRZyZA1A\/view\/tasks\/iHaEyicNhjQNY-j3bNNCJA\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Customer-Feedback-Survey-Process-uqzka3CWGkrXqn4f-fBAIw\/view\/tasks\/o0FxI3qQoRi7H7MG6zdNmA\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback Survey Process<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/PPC-Daily-Campaign-Review-Checklist-h6YLOKmeh2IqRLhtYqxDRA\/view\/tasks\/sCJVKNp10yieq_UXqftB2A\" rel=\"nofollow noopener\" target=\"_blank\">PPC Daily Campaign Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/PPC-Monthly-Campaign-Review-Checklist-o89GfjAIqv3r8e1hLG5JAA\/view\/tasks\/g1jwjqbjZ2f9Tg5ZmkFCNA\" rel=\"nofollow noopener\" target=\"_blank\">PPC Monthly Campaign Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/PPC-Weekly-Campaign-Review-Checklist-h95DcETS5ySlmDQMZA5Djw\/view\/tasks\/twFaRIwQYitGQqAxHTdMwg\" rel=\"nofollow noopener\" target=\"_blank\">PPC Weekly Campaign Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/mailchimp-merge-tags-template\/\" rel=\"nofollow\">MailChimp's Merge Tag Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/email-marketing-campaign-template\/\" rel=\"nofollow\">Email Marketing Campaign Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/email-scrubbing-template\/\" rel=\"nofollow\">Email Scrubbing Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/personalized-marketing-campaign-template\/\" rel=\"nofollow\">Personalized Marketing Campaign Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/remarket-leads-in-gmail-template\/\" rel=\"nofollow\"> Remarket Leads In Gmail Template<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This HubSpot Email Tracking Template has been designed to guide you through the process of using Hubspot's email tracking chrome extension. 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