ActiveIQ's Gmail extension automatically sends open, click, and lead information to your ActiveIQ account for selected emails when sent using Gmail in Google Chrome. You can then see what happens after the open or click to find what your prospects are really interested in, giving you insider information to help close more sales.
This is a great way to get more information about what existing clients or prospects are interested in, and increases the number of leads in ActiveIQ that have personal contact information associated with them.
What does the Gmail chrome extension do?
The Google Chrome Gmail extension:
- Notifies you when your prospect opens your email
- Notifies you when they click on a link that goes to your website from the email
- Automatically assigns the prospect to you in ActiveIQ so you'll get notified whenever they return to your website in the future
How do I send an email with ActiveIQ's Gmail extension?
Once the extension is installed, you just click the faded out "AIQ" icon beside the Send button before sending your email. This will change your Send button to an orange color to show that the email will be tracked in ActiveIQ.
How do I track a link?
You need to use the "Insert Link" button found at the bottom of the Compose pane. If you want a link that's not tracked, just type out the link as text.
Why is my link tracking not working?
Links can only be tracked if they go to a page that has ActiveIQ code on it. This means links will track if they point to your website, but not if they go directly to a PDF or someone else's website.
If you're looking to track opens for PDFs, read up on our proposal tracking feature.
What if I want to send an email that isn't tracked in ActiveIQ?
Simply uncheck the box beside the AIQ icon. If your send button is blue, the email you send won't be tracked.
Where do I see the contact's opens and activity?
Contact & prospect activity information is stored in your ActiveIQ account under the prospect activity details, which are available on most screens in the ActiveIQ software.
What do I have to do to use the Gmail extension?
- Install the Google Chrome extension (instructions below)
- Compose an email in Gmail
- Add your prospect's email address in the "To" field
- Check the checkbox beside the ActiveIQ icon
- Send your email
- Your recipient opens the email
- ActiveIQ records the contact's name, email address, and the subject of the email they opened and starts tracking the recipient's activity
- You get automatic email notifications when they first open the email, and whenever they click a link in the email that goes to your website
How To Install
- Click this link: https://chromewebstore.google.com/detail/activeiq-for-gmail/aeeglmdpmpejdggdmagjpaggckokbhia
- Click the "Add to Chrome" button
- Click the "Add extension" button
- This will install an AIQ icon the top right of your Google Chrome browser. Click the icon.
- You should see an "ActiveIQ Login" form. Fill in the form and click "Login"
- The Gmail extension is now ready to use