How to Enable Engagement Analytics

Updated 2 months ago by Laura Goepel

Summary

Opensense engagement analytics tools include deep link tracking, deep document tracking, recipient video replay, and heatmaps of engagement reporting. Follow these steps to enable engagement analytics tools. Activation by an Opensense administrator is required first. Inquire at help@opensense.com.

Step 1: Logging In

  1. Have every user that is part of Engagement Tier log into the Opensense Portal:
    • Go to www.opensense.com
    • Click on “Login” on the top right
    • Sign in with Google or Office 365 on right
    • Or, sign in with your company email address and password

Step 2: Enable Tracking

  1. Once logged in, head into the “My Opensense” drop down and click on “User Settings”
  2. In the “General” tab, ensure tracking is enabled on the top left (if the button shows “Disable Tracking” then tracking is already enabled)
  3. It is recommended to leave all other options in the “General” and “Routing” tabs unchanged

Step 3: Enable Notifications (See Below)

  1. If users want to, they can enable desktop, mobile, or email notifications for engagement activity
  2. To do so, head into the “Notifications” tab
  3. Users can then enable different types of notifications they would like for each type of activity

Step 4: Using Engagement

  1. Once tracking is enabled, users can simply send emails like normal. Engagement activity such as email opens is automatically tracked
  2. If users add any attachments or video links, they will automatically be tracked as well
  3. Engagement activity can be tracked in the “Smart Activity” feed within the “My Opensense” drop down menu

Please reference Engagement Analytics documentation for more details on activity tracking


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