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Great tips!  I also highly recommend you use Campaign URLs/UTM tags for the links in your CRM's automated emails.  Many CRMs tell you if someone opened an email but not much more.  With tags in those emails, you now have wonderful insight into which of your templates are sending engaged traffic back to your website and which ones are duds. Get those visits out of GA's Referral bucket and into Email where they belong.  It WILL make you rethink your templates and follow-up processes.  Make changes and test!