Record Level Tracking

Statistics

Within Settings > Additional Settings > you can update the 'Number of days' option.

This setting calculates the total click-through statistics for a Contact, Company, or Lead. For instance, a value of '30' will display the click-through count for the preceding 30 days.

A value of '0' or a blank field signifies no time limit, calculating the overall total. This allows you to control the time period for which total click-throughs are aggregated for a campaign.

Note that enabling this time period will initially reset the statistic to 0 and can only count from the number of days which the  link tracking features have been in place. The setting shows how many days stats are available when this is enabled, for example this screenshot shows what you would see when the Campaign Statistics feature was adjusted 3 days previously:

This data can be viewed on Lead, Contact, and Company records. 

Record level Open and Click history (Off by default)

On Leads, Companies and Contacts you have a field called Email Tracking History.

Important: This field is hidden by default and the tracking which logs to this field is also disabled by default.The logging can be enabled with a request to OpenCRM Support. 

This tracks a history of every link a record has clicked or opened and offers the ability to report on this information. 

Format of data in open/click history field

The data logged in this field is formatted as follows:

Link ID, Action Date & Time, Open/ Click ,#Number of Clicks, CampaignID, Link URL

Therefore in the example 9f36f13e-1f59-5792-bba2-69fdc9b6594f,2026-05-08 13:02:58,Click,#1,CID:17369,http://opencrm.co.uk:

Link ID = 9f36f13e-1f59-5792-bba2-69fdc9b6594f
Action Date & Time = 2026-05-08 13:02:58
Open/ Click = Click
#Number of Clicks/ Opens = 1
CampaignID = 17369
Link URL = http://opencrm.co.uk

Reporting on Campaign Interactions

It is possible to get details such as "who has clicked on a specific link, or opened a specific email" using this field in reports or custom views. To offer some example criteria you can use:

Email Tracking History  - Contains - 9f36f13e-1f59-5792-bba2-69fdc9b6594f 
Email Tracking History - Contains - http://opencrm.co.uk
Email Tracking History - Contains -
 CID 17369

Additionally, it would be possible to get "who has clicked more than once, more than twice..." etc by adding the following criteria:

Email Tracking History - Does Not Contain -  #0,#1,#2
for a certain campaign by adding
Email Tracking History CONTAINS  CID:123


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