How do I track individual team member activity in a shared inbox/account?
Do you have a shared inbox where multiple team members log into and conduct email activity from? And you want to track individual team member activity within that shared inbox?
No problem! We can accomplish this using Gmail labels.
You will first need to create a Gmail label for each of your team members, and you will need to instruct your team members, from now on, to label their email conversations with their corresponding Gmail label as they work within the shared inbox.
Here are the steps to take:
Step 1. If you haven’t already done so, login to the shared email account (in Gmail) and create a label that corresponds to each team member using the inbox. For example, “Rob”, “Susan”, or “Agent 1″, Agent 2”, etc. Click here for instructions on how to create Gmail labels.
Step 2. Connect the shared email account to EmailAnalytics. You can do this by logging into EmailAnalytics with the shared email account, or you can login to EmailAnalytics from your own email account and then invite the shared account to join your team. See instructions here on how to invite users to your team.
Step 3. In EmailAnalytics, create a “label” filter for each of your agents’ labels from step 1. See instructions here on how to create a filter in EmailAnalytics.
Step 4. Return to your EmailAnalytics dashboard, click the “Filters” drop-down in the upper left area, and enable the filter you want to activate. For example, if you want to view Rob’s activity in the inbox, then select the “Rob” filter and click “Apply.”
Jayson is a long-time columnist for Forbes, Entrepreneur, BusinessInsider, Inc.com, and various other major media publications, where he has authored over 1,000 articles since 2012, covering technology, marketing, and entrepreneurship. He keynoted the 2013 MarketingProfs University, and won the “Entrepreneur Blogger of the Year” award in 2015 from the Oxford Center for Entrepreneurs. In 2010, he founded a marketing agency that appeared on the Inc. 5000 before selling it in January of 2019, and he is now the CEO of EmailAnalytics.