Configuring the Email and URL Trackers

About the Email Tracker

Email tracking is the process of determining the date and time when a recipient has last accessed an email. This function is primarily useful in campaign mailers and interaction emails sent from users to constituents.

If the email tracker is enabled, the tracker URL is sent in the response to a query, or in a new message to the contacts or campaign targets. This tracker URL is typically hyperlinked to an image that is automatically inserted into the body of the email.

When the recipient opens the email (and downloads the image, if images are not displayed by default, on the email client), the URL is triggered and a response is sent back to CampusNexus CRM indicating that the recipient has accessed the mailer.

Note

If the recipient is using a Plain Text email client, or has blocked all images from being displayed, then the tracker URL is not triggered (because the image is not loaded), and the response is not sent back to CampusNexus CRM.

About the URL Tracker

This option enables you to track the number of times a URL, which is inserted in a campaign mailer, has been accessed by targets.

After configuring this feature, users must enable the URLS used in the required campaign mailer template in Desktop Client as trackable. When a target clicks the hyperlink that is inserted in the mailer, a notification is triggered automatically, and sent back to the associated Windows service, which in turn, updates the URLs Clicked tab of the corresponding target record (for example, contact or lead record) in Desktop Client with information on the number of times that the URL was accessed.

Important

If you want the URLs in campaign mailers that were sent from a previous version of CampusNexus CRM (that is, before upgrading to the current version or) to be tracked, then ensure that the support for ASP pages is continued till the previous campaigns are deactivated.

Prerequisites for Configuring the Email and URL Trackers

Contact your Administrator to ensure the following prerequisites are met:

• Install the Transmit Service by running the Application Server Setup.

• Install the Transmit Tracker module by running the Transmit Tracker Setup.

• There are no emails in the Dispatcher that are pending to be sent.

• Configure the required end points in the Web configuration file for both Transmit Service as well as Transmit Tracker. This is an optional step, and is required only if you are changing the default protocol binding (from HTTP to TCP).

Typically, this configuration file lists the required code for both end point bindings (HTTP and TCP). But, only one is active, and the other is commented.

To change the binding that uses a different protocol, ensure that you do the following:

◦ Comment out the code that corresponds to the currently active end point (protocol) binding.

◦ Un-comment the code that corresponds to the new end point (protocol) binding that you want to use.

◦ Verify whether the appropriate WebServer and Port values have been specified in this section.

Sample code extract from the Transmit Service web configuration file:

<endpoint address="net.tcp://<WebServer>:<PORT>/Cmc.NexusCrm.Common.Services/TrackableService/" binding="netTcpBinding" bindingConfiguration="" name="TrackableServicenetTcpEndPoint" contract="Cmc.NexusCrm.Common.ServiceContracts.ITrackableService" />

<!--

<endpoint address="http://<WebServer>:<PORT>/Cmc.NexusCrm.Common.Services/TrackableService/" binding="wsHttpBinding" bindingConfiguration="" name="TrackableServiceWsHttpEndPoint" contract=" Cmc.NexusCrm.Common.ServiceContracts.ITrackableService " /> -->

Sample code extract from the Transmit Tracker web configuration file:

<!--

Watch this Tutorial: Configuring the Email and URL Tracker Functions

Important: Certain browsers may require Active X controls to be running, to view the video.

To Configure the Email and URL Trackers

1. On the Business Administrator home page, click Options.

2. The System Option page is displayed.

3. In the General section, specify an appropriate URL in the following fields:

Field	Description
Email Opened Tracker	This URL indicates the location of the corresponding Web Application API that internally communicates with the Transmit Service. When the recipient accesses an email and downloads the image, a notification is automatically triggered and sent to the Transmit Service, which in turn, updates the appropriate database table to display the time stamp (in Desktop Client) when the email was last opened.
Clicked-URL Tracker	This URL indicates the location of the corresponding Web Application API that internally communicates with the Transmit Service.

Field

Description

Email Opened Tracker

This URL indicates the location of the corresponding Web Application API that internally communicates with the Transmit Service.

When the recipient accesses an email and downloads the image, a notification is automatically triggered and sent to the Transmit Service, which in turn, updates the appropriate database table to display the time stamp (in Desktop Client) when the email was last opened.

Clicked-URL Tracker

This URL indicates the location of the corresponding Web Application API that internally communicates with the Transmit Service.

4. Click Save.

Note

If the contact's email address is marked as soft or hard bounced and the Email Opened Tracker feature is enabled, the bounce counter is reset to 0. For information about bounced email addresses, see Maximum count of consecutive soft bounces allowed per email address.