HOW-TO guide for Email Campaigns.

[eabela]

...

The atual link can take many different forms, most of which are not clickable and/or trackable. Sometimes, the replace function leaves a leading {, sometimes a trailing }, sometimes it just gets lost completely and make a total mess of several links in a row. Sometimes it even works correctly, but you never know when or why. I tried rearranging the items of my links and this seemed at first to make a difference, but then no. ...

This was reported some time ago as bug #5684, and there is already a patch in the bug report, if you can't wait for 4.2b.

Eduardo

[pinetree]

Hi all –
4. The prettier way to embed a tracker URL is to go into the source code by clicking on that page “Source” button on the top of the HTML editor. Search for your <a href tags (sorry, cntl F doesn’t work…) and replace the quoted contents (“”) with the right variable contents which should be surrounded by {}.
a. Example: replace < a href=”http://www.google.com”> with < a href=”{search}”> the proper bracketed variables are seen after selecting the right tracker URL.
b. This way also lets you track click throughs on your pretty graphics too.
c. You can also include the unsubscribe in your footer for a uniform look with the template.

Hey Guys.

Thanks for all of the work on getting this product out the door.

I have a question. I am successfully tracking emails and links and all that fun stuff, and I am _almost_ in 7th heaven. I say almost because I would like to have the status page display _which_ link they clicked on. Currently it displays the URL, which is cool and helpful, but some of my emails have two separate locations to click (a graphic and a link) that take the recipient to the same URL. Currently that is displayed as the same URL, when I know that they have clicked in multiple locations.

Is there a simple way for me to add the Tracker URL names AND the link ... something like IndexPageLink (www.example.com) and IndexPageGraphic (www.example.com).

I think that would be really nifty.

Thanks,
Pine

[agupta]

Pine,

function that resolves the url clicked is get_related_name, the function is in CampaignLog.php. update a section of this function as follows:

if ($related_type == 'CampaignTrackers') {
$query="SELECT tracker_key,tracker_url from campaign_trkrs where id='$related_id'";
$result=$db->query($query);
$row=$db->fetchByAssoc($result);
if ($row != null) {
return $row['tracker_key'].':'.$row['tracker_url'] ;
}
}

-Ajay

Hey Guys.

Thanks for all of the work on getting this product out the door.

I have a question. I am successfully tracking emails and links and all that fun stuff, and I am _almost_ in 7th heaven. I say almost because I would like to have the status page display _which_ link they clicked on. Currently it displays the URL, which is cool and helpful, but some of my emails have two separate locations to click (a graphic and a link) that take the recipient to the same URL. Currently that is displayed as the same URL, when I know that they have clicked in multiple locations.

Is there a simple way for me to add the Tracker URL names AND the link ... something like IndexPageLink (www.example.com) and IndexPageGraphic (www.example.com).

I think that would be really nifty.

Thanks,
Pine

[fredrikwestin]

Thank you for your guide, it is most helpful,
My SugarCRM 4.2.0a is in a SSL site and my URL starts with HTTPS://
When my targeted readers opens the email they have to accept certificate questions. The result is that they answer NO at the certificate questions and the tracker don’t work.

I tried to move the files to another directory on the web server or another web server according to your instructions below. I don’t succeed and I guess it is because I don’t follow the "make some changes in these files" in the correct way

Any one who can give me a clue and samples?
Regards
Fredrik

The other setting on this page lets you change the location of files that track how recipients of the campaign email are responding to the message. files of interest are, campaign_tracker.php, image.php and removeme.php. these files are in root of your install directory by default. you may need to move these files if you are sending the email campaign from site what is not publicly accessible. if you move them you will need to make some changes to these files.

[fabravo]

I just upgraded to the 4.2 version of SugarOpenSource. Where do I find the "Manage Mailboxes option from the Admin panel" to set up the from email address for my campaigns? I have clicked on all of the links and I must be missing it somewhere.

Thanks for all of your help and a great guide!
Kelly R. Kerr

I have the same question... did you ever find it?

thanks!

\frank

[karbon]

mgaudette,

The 1995 date has nothing do with the fact that contact does not have an email addresss, It is arbitary date in past to make sure that sheduler sends the message immediately.

I agree with you that we can add better error messages when system encounters send errors.
.

-Ajay

Hello
Can you explain this send error. Before upgrade from 4.2.0 to 4.2.0abcd I had no problems with sending campaigns emails.
After upgrade, when I try to send out campaign emails (using the Send Test button), emails get put in the queue with a send date of 1996-08-15.
"Send queue.." button in Outbound Email Queue Management doesn't work.
I didn't change any settings (mailbox, servet, user etc)
Can you help us how to solve this problem ?
Thanks
karbon

[cobdave]

Hello,

Since we upgrade from 4.2.0a to 4.2.0c I have a problem with the customization of the email.

I'm using the variable "$contact_salutation" in my emails.
When I send my emails the variable was changed into the value of my dropdown list.
Now, it puts the key.

For me it's quite a problem because I'm sending my emails in different languages.
Before, I just had to change the language of my SugarCRM and the email was sent in the right language.

Can you help me?
Thanks
Dave

[george_bbch]

My SugarCRM 4.2.0a is in a SSL site and my URL starts with HTTPS://
When my targeted readers opens the email they have to accept certificate questions. The result is that they answer NO at the certificate questions and the tracker don’t work.

Fredrik,

Have you thought about purchasing an official SSL certificate and install it on your server, so that the targeted readers will no longer have to reject the certificate request? It won't cost you too much, it would give a much more confident look of the website (officially certified as secure) and - last but not least - it would probably be a faster workaround than changing / creating code in your Sugar system.

Hope this helps!
George

[cbierwerth]

I appreciate the guide as well, but I am having problems saving a report to My Reports - everything I have is either going to My Team Reports or to a Global list - I am guessing I need to have this report for targets in My report list to import it into Targets. When I try to select the report from the list it is blank, as is My reports lisitng. I am an admin - how do I get reports to save to My reports?? Please help!

[manoj]

I appreciate the guide as well, but I am having problems saving a report to My Reports - everything I have is either going to My Team Reports or to a Global list - I am guessing I need to have this report for targets in My report list to import it into Targets. When I try to select the report from the list it is blank, as is My reports lisitng. I am an admin - how do I get reports to save to My reports?? Please help!

The Campaign management system will look for individual team reports and published reports when its clicked on the targets page. But these reports should be created on leads and contacts as the base objects.
Let me know moe details and we will try to fix the issue for you.

Thanks
Manoj