Email Tracking Template
Centralize and Simplify Your Email Outreach
Whether you’re managing sales outreach, following up with leads, sending campaign updates, or coordinating with partners—keeping tabs on all your emails can get messy fast. Without the right system, it’s easy to lose track of conversations, miss follow-ups, or duplicate messages.
Stackby’s Email Tracking Template is designed to streamline all your email communications. Built for marketers, sales teams, business development reps, recruiters, and even freelancers, this template helps you manage and monitor every email interaction from one organized workspace.
Forget spreadsheets and manual tracking. With Stackby, you can visualize, filter, and automate your email workflow with ease.
What is the Email Tracking Template?
Stackby’s Email Tracking Template is a customizable email management tool that helps you organize contacts, track email statuses, log replies, and set follow-up reminders—without ever losing sight of a single lead or conversation.
It provides a clear picture of all ongoing and past email interactions, allowing you to track your outreach progress and ensure timely follow-ups. Best of all, it's flexible, collaborative, and built for any team structure.
Key Features of the Template
1. Contact ManagementStore all your email recipients in one place, including name, email address, company, role, and any custom data points. Quickly filter and sort by category or stage.
2. Email Status TrackingMonitor the status of every outreach with dropdowns like Sent, Opened, Replied, Follow-up Due, Closed, or No Response. Get a snapshot of where each contact stands in the pipeline.
3. Follow-Up SchedulingUse date columns to set and view follow-up dates. Never miss another opportunity with built-in reminders and notifications.
4. Outreach Type & Campaign TagsCategorize emails by campaign, goal (sales, partnership, hiring, etc.), or type of communication. Stay organized across different outreach initiatives.
5. Attachments & NotesAttach pitch decks, PDFs, or links directly to each entry. Use the long-text column to jot down response summaries, talking points, or context for future emails.
6. Multiple ViewsSwitch between Grid, Kanban (based on status), Calendar (for follow-up scheduling), and Gallery views for complete flexibility in how you visualize your outreach pipeline.
7. Integrations & AutomationsConnect with tools like Gmail, Outlook, Mailchimp, or CRMs using API integrations or Zapier. Set up automated reminders or status updates to keep everything current.
Benefits of Using Stackby for Email Tracking
Eliminate Email Chaos: Centralize outreach data and remove the clutter of scattered inboxes and spreadsheets.
Increase Follow-Up Efficiency: Stay consistent with timely responses and structured follow-up workflows.
Collaborate Seamlessly: Share and assign outreach tasks across teams with real-time updates.
Customizable to Any Use Case: Whether it’s PR outreach, influencer campaigns, job applications, or client communication, the template can be tailored to your workflow.
Data-Driven Outreach: Use filters and groupings to analyze performance across campaigns, contacts, or statuses.
Use Cases Across Teams
Sales TeamsKeep track of prospecting efforts, email touches, deal stages, and follow-up schedules in one place.
Marketing TeamsManage PR campaigns, influencer outreach, event invitations, or content partnerships with clear visibility.
RecruitersTrack candidate communication, hiring stages, and follow-ups without juggling multiple platforms.
Freelancers/ConsultantsMonitor client conversations, proposal responses, and invoicing communication with structure.
Startups and SMBsCoordinate with vendors, partners, and investors while staying organized and efficient.
Why Choose Stackby?
Stackby combines the simplicity of a spreadsheet, the power of a database, and the collaboration of a task manager—into one flexible and easy-to-use platform. With the Email Tracking Template, you can:
Customize your columns, views, and workflows
Collaborate with your team in real time
Integrate email and CRM tools for seamless automation
Track everything—from the first email to the final close
Whether you're sending cold emails, nurturing leads, or building professional relationships, this template keeps your outreach organized, effective, and under control.
Start using the Email Tracking Template on Stackby today to never miss another follow-up and make every email count. It’s free to use, fully flexible, and built for modern teams.