Getting started with Reply Tracking (How to set up IMAP on your profile)

When sending marketing emails, often prospects reply to an email. These replies are a great signal that indicates whether the prospect is interested in learning more about your product or service. ActiveDEMAND does have reply tracking capabilities.

Reply Tracking using IMAP

You can have ActiveDEMAND automatically check your inbox to see if any emails you received are in response to a sent tracked email from ActiveDEMAND.


Step 1: Add Employee to ActiveDEMAND

All email tracking using this method requires an Employee contact to exist in ActiveDEMAND. The employee does not need to have a login account, but the configuration for polling the IMAP server is done on the employee contact edit screen.



Step 2: Browse to the Employee's contact screen




Step 3: On the contact edit screen, Add third party application: EmailServer



ActiveDEMAND will poll this email account's inbox looking for replies to marketing emails sent from ActiveDEMAND. If a reply has been detected, ActiveDEMAND will log a EmailReply contact history item on the contact in ActiveDEMAND that replied to the marketing email. ActiveDEMAND will attempt to filter out any 'garbage' replies like out of office, no longer works here, etc.

Detecting Replies

Every valid reply (ActiveDEMAND suppresses out of office replies) will be logged as a EmailReply contact history item on the contact that replied. Thus you can set goals based on Contact History type = EmailReply. As well you can filter your contact database using the same query and/or set up special workflows to forward the reply to specific recipients.

Updated on: 18/10/2022