Step 2: Navigating the sidebar

Now that you have ContactMonkey installed and ready to use, you'll need to understand how to view and manage your email tracking through the ContactMonkey sidebar. This will look the same regardless of email client you are using. 

Our sidebar should show up on the right side of your inbox, and has 5 icons across the top. To hide or show the sidebar, you can simply click the orange ContactMonkey swirl.

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  • The person icon is for Salesforce integration only, and is linked to information (from Salesforce) about the contact you are emailing.

For more information on Salesforce integration, go to the Salesforce help articles.

  • The envelope icon is your Stats. It will show the most recent emails you've sent, and give an overview of the metrics/stats related to each email. Your stats will be updated live as a recipient opens your emails.

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    • 1x shows that the email has been opened once, and 1L shows that a link included in the email has been clicked on once.
    • If you click on either of those orange buttons (1x or 1L) it will drop down to reveal where, when, and how they opened the email.

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    • Colours reference different IP locations, thus giving a quick visual glance at how many separate offices / individuals are opening your email. More details can be found here.
  • The graph icon will redirect you to your Dashboard on your default web browser. Your dashboard gives you an in-depth look at your stats for each email that you have tracked. You can also manage your subscription here. For more information, go to this article. 
  • The gear icon helps you monitor settings. In settings, you will be able to set your time zone, manage your subscription, and connect to Salesforce (if on a Salesforce integration package).
  • The question mark will redirect you to our Help Center.
  • The arrows icon will refresh your email tracking and the sidebar. 
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