How do I code emails in order to track click throughs, enquiries and to automatically manage remove me requests?
	Updated: 17 February 2012 11:53:33	OpenCRM::Leads OpenCRM::Emails OpenCRM::Contacts OpenCRM::Companies OpenCRM::Settings::Templates Hosted::Portal

If you have an OpenCRM customer portal, it is possible to add some code to your OpenCRM emails which will allow you to track Click throughs, manage enquiries through OpenCRM, and allow your customers to automatically remove themselves from your mailing lists (unsubscribe).

This FAQ outlines what the options are and how to code your emails to use them.

For each URL, there are a number of sections highlighted in RED which should be replaced as follows:

SUBJECT

• Subject of the email - recorded in the click through
• Please try and use only numeric or alphabetical characters – i.e. avoid any special characters like “&”, “*”, “%”,
  “£”, “(“, “)”
• If using any of these characters, ensure to test the click through URLs in several different browsers,
  as browser incompatibility may cause the URL to fail.

WEBSITE

The root URL of your OpenCRM portal - e.g. "portal.opencrm.co.uk"

REDIRECTURL

• The web address to redirect to after recording the click through.
• Please note some characters will cause the redirect to fail in certain browsers. Therefore, please make the following replacements in your click through URL…
  • http:// replace with URLSTART
  • / replace with -SLASH-
  • & replace with -AND-
  • . replace with -DOT-
  • E.g. if your click through URL is: http://offer.mywebsite.com/redirect.html
    this would become:
    URLSTARToffer-DOT-mywebsite-DOTcom-SLASH-redirect-DOT-html

USERID

The ID (NOT THE USER CODE, i.e. "1" not "admin") of the user to assign any click through actions to (and therefore to send click-through notifications to)

You can use an email merge variable for the USERID, this can either by the ID of the user sending the email $users_id, or the id of the user the email recipient is assigned to $contacts_assigned_user_id or $leads_assigned_user_id.

CAMPAIGNID

Enter here the ID of the Campaign in order to collate statistics on the success of the email campaign at campaign level.

URLS

Click Throughs

When a recipient clicks on a Click-through link, an activity will be recorded against the recipients record in OpenCRM, and, if configured, a field on the recipient record is updated with the subject of the email they clicked on.

This link is coded as follows:

• http://WEBSITE/index.php?option=com_opencrm_response&task=enquire&page=REDIRECTURL&assign_to=USERID&subject=SUBJECT&lid=$leads_record_id&cid=$contacts_record_id&cyid=$account_record_id&campaignid=CAMPAIGNID

Enquiries

When a recipient clicks on an enquiry link, they are taken to a page showing some basic information from their OpenCRM record (name, email, telephone etc). Here the recipient can, if they choose, update this information. There is also a text field for them to specify the nature of their request. This will then update their OpenCRM record and as with a click-through, add a pending activity against the recipient record in OpenCRM to record the enquiry.

• http://WEBSITE/index.php?option=com_opencrm_response&task=enquiry&page=REDIRECTURL&assign_to=USERID&subject=SUBJECT&lid=$leads_record_id&cid=$contacts_record_id&cyid=$account_record_id&campaignid=CAMPAIGNID

Remove me

When a recipient clicks a remove me link, their record is flagged in your OpenCRM system as "do not email", so that any attempt to send any future emails will alert the sender. The default action is for these emails to NOT recive the email unless the user overrides this screen.

• http://WEBSITE/index.php?option=com_opencrm_response&task=nothankyou&lid=$leads_record_id&cid=$contacts_record_id&cyid=$account_record_id

Note : If you would like to see an overview of what is available with email tracking Take a Look here

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