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Thread: Prospective new user - questions.

  1. #1
    Lythande is offline Senior Member
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    Default Prospective new user - questions.

    After a broadcast, does SugarCRM report to say how many opened an e-mail and who clicked on how many links in the e-mail itself?

    Can one import customer data from an Excel spreadsheet?

    How does the web lead form work? Does it generate code one can just paste into a web page via an editor?

    Sorry--I posted the first question in the wrong forum so I repeated it here.

  2. #2
    SergeiLo is offline Senior Member
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    Default Re: Prospective new user - questions.

    Quote Originally Posted by Lythande View Post
    Can one import customer data from an Excel spreadsheet?
    You may use Apatar tool to migrate your customer data from Excel spreadsheet. Apatar is open source data integration ETL tool.

    Regards,
    Sergei
    Apatar, Inc
    www.apatar.com
    www.apatarforge.org

  3. #3
    Join Date
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    Default Re: Prospective new user - questions.

    Quote Originally Posted by Lythande View Post
    After a broadcast, does SugarCRM report to say how many opened an e-mail and who clicked on how many links in the e-mail itself?

    Can one import customer data from an Excel spreadsheet?

    How does the web lead form work? Does it generate code one can just paste into a web page via an editor?
    When you run a campaign, you can get statistics regarding how many users opened the email, which "tracker URLs" were clicked, etc. Check out the Campaigns module or drop in to a SugarCRM "Marketing Demo" to see a live demonstration of this feature.

    Regarding imports, you can import from CSV files and files in a variety of formats. You can also use a third party tool such as Apatar if you'd like.

    The web to lead form generator creates an HTML page that you can use on your website. You can modify the page after it's been created, just leave the code parts alone and change the layout/style to your liking.
    Susie Williams

  4. #4
    Lythande is offline Senior Member
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    Default Re: Prospective new user - questions.

    Thank you! Is there a limit to the number of tracker URLs one may have? Maximizer wants to limit us to five and I find that rather annoying.
    Last edited by Lythande; 2008-12-23 at 04:34 PM.

  5. #5
    Join Date
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    Default Re: Prospective new user - questions.

    No limits!

    by the way, if you ever receive one of Sugar's email messages, you'll see that we have quite a number of tracker URLs embedded in the message.
    Susie Williams

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