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How to Track Email Attachments

How to Track Email Attachments
Jenny Keohane
Jenny Keohane

Jenny Keohane

5 min read0 reads
Email, Email Tips, Tools 

Contents

  1. How to Send Tracked Attachments
  2. Get Notified When Recipients View Attachments
  3. How to View Activity: Presentation Tracking

Ever wish you could tell if your prospect actually viewed that proposal you sent over? We’ve got you covered with our email attachment tracking tool.

Introducing, Yesware Attachment Tracking. For both Gmail and Outlook.

Find your winning sales content by getting real-time notifications when recipients open your attachments and know exactly which pages they’re interested in.

Let’s look at how to track email attachments for stand-alone emails, email templates, and campaigns.

Here’s what we’ll cover:

document-reportTrack all attachmentsView attachment opens & page-by-page breakdowns

How to Send Tracked Attachments

1. How to Send Tracked Attachments in Email

Attach files you want to track directly from your compose window. You can track PDFs, PPTs, DOCX, CSV, MP4 files, and more.

For Gmail: To track attachments in your emails, click on the blue paperclip icon at the bottom of the compose window.

email attachment tracking

Once you choose the file you’d like to track, insert it into the message and click send. The tracked attachment will appear as a stylized link in your message.

Handy tip: Looking to track attachments using Google Drive? Attach it as a tracked link with Yesware (make sure that Link Tracking is enabled).

For Outlook: To track attachments in your O365 emails, open the Yesware Sidebar in your compose window and click the “Insert Tracked Attachment” tab, then select your file to insert.

email attachment tracking

2. How to Send Tracked Attachments in Email Templates

To track attachments in your email templates, when creating your templates select “Insert Attachment” from the bottom of the Templates editor and select the file of your choice.

For both Gmail and Outlook:

tracking attachment in templates

Create a library of email templates right in your inbox then re-use and personalize the messages whenever you need them.

3. How to Send Tracked Attachments in Email Campaigns

To add an attachment to a Campaign, click the “Attachment” button at the bottom of the compose area in Campaigns.

For both Gmail and Outlook:

tracking attachment in campaigns

Get Notified When Recipients View Attachments

Once the recipient opens and views a presentation, you will be notified through the Yesware Activity Feed in your inbox.

Here, you’ll see a full engagement history of recipients’ email opens, link clicks, and attachment views.

activity feed

mailGet tracking for freeFull engagement history, right in your inbox

How to View Activity: Presentation Tracking

Get expert sales tips straight to your inbox to win more deals

Yesware is an all-in-one toolkit for sales professionals and sales teams. Try our Outlook or Gmail add-on for free!

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Works on Outlook or Gmail (+ many more integrations)

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