Navigate to Email
From your HubSpot Dashboard, navigate to Content > Email.
Manage Email Settings
Once in the Email tool, on the left-hand side, click on the link to Manage Settings.
Email Settings > Tracking
Once in your Email settings, click on Tracking in the left-hand side menu.
Email Tracking Settings > Current Domain
The first piece of Email Tracking is the email tracking domain. The links in your emails will link to this domain before redirecting to their final destination. The Current Domain that is listed is whatever you have selected as the primary domain for the Email tool. If you want to make changes to the Current Domain listed, click on Manage your domains and make the necessary changes there.
Email Tracking Settings > Click tracking
The next tracking option is click tracking. Click tracking is used to count the number of clicks each link in your email receives after you send it. Click tracking allows HubSpot to customize all the links in your email so they reference your domain instead of a HubSpot domain - this gives you complete ownership of your domain reputation and will improve your deliverability.
This feature is turned on by default, but you may click the checkbox next to "Click tracking" to turn this off or on. Keep in mind, emails sent while this is disabled will not have any click tracking data associated with them and that data cannot be recovered retroactively.
Email Tracking Settings > Source tracking
The next feature within the tracking settings is source tracking, which is used to identify where traffic to your website pages has come from. HubSpot will automatically add the following source tags to any link within your email to ensure any traffic generated from a link within your email has the correct traffic source attribution:
- utm_content=[email ID number]
- utm_campaign=[campaign name]
Unlike the other options in Email Tracking thus far, Source tracking is a dropdown menu that allows you to choose one of three options:
- Add source tracking tags to all URLs: HubSpot will always add default tracking tags and overwrite any existing tracking tags you may have included
- Add source tracking only if no existing tags in URL: HubSpot will add default tracking tags to URLs that do not include any existing UTM tags. If a URL has UTM tags, it will not be rewritten. This option allows you to provide add your own tracking URLs to email links.
- Do not add source tracking tags: HubSpot will not add any source tracking tags.
It's important to note that if you decide to select "Do not add source tracking tags" or if you add your own tracking tags, the Sources report will not be able to distinguish Email Marketing visits from Direct Traffic.
Email Tracking Settings > Identity tracking
The final piece of the Email Tracking settings is identity tracking, which is used to identify your contacts before they re-convert on your site. When this feature is enabled, HubSpot will be able to track pageviews and site activity for your contacts the moment they click on a link in your email and are taken to a page on your site that has the HubSpot tracking code installed. We do this by appending some unique information to your links that our tracking script interprets and uses to identify the contact for analytics.
Just like click tracking, this option is turned on by default. You can turn this off just as you could with click tracking, by unchecking the box next to "identity tracking." Turning identity tracking off will ensure HubSpot does not append this information to your links, but it will also mean that activity on your site won't be associated with the contacts who click links in your emails until they re-convert.