Method:Classic General Q&A

Re: Link tracking in e-mails

Method_Greg — Fri, 25 Jul 2014 19:36:45 GMT

ello markisbond,

I got a little ahead of myself. You have to customize the screen to get access to the buttons on a screen. Right click on the screen and click Customize. Then name the new screen and click Continue. (You will be able to find the screen again under Customize -> Screens where you can also copy screens) The screen you hve here is CRM_NewActivity. Once you have clicked Continue, you will enter the Screen Designer for the page.

The email function is on the 'Hidden Function' button in the Hidden Section, which is the last section on the page. You will not see any email buttons. The Save button checks if Send an Email? is selected and calls the Hidden Function button's EmailActivityAssignedUser action to create and process the email if needed. You can put the actions on either the 'Save' button or 'Hidden Function' button.

Click 'Edit...' for either button and go to Step 2 of 3: Button Actions. There is a dropdown where you can select the Create Short Method URL function.

I suggest checking out some of the customization videos in our Help Center for more help.

Greg

Re: Link tracking in e-mails

markisbond — Fri, 25 Jul 2014 17:18:05 GMT

Thanks Greg!

I'm confused a little how you got to that screen.

The steps I'm taking is to:

1. Go to existing customer

2. Select the customer and clicked on "Add an Activity"

3. Type in I want to send an e-mail etc...and check the box to Send and E-mail

4. I'm at this screen, not sure where you're finding this action area.

Re: Link tracking in e-mails

Method_Greg — Fri, 25 Jul 2014 16:29:47 GMT

Hello markisbond,

I'll need some more time to check this out myself as I have not done this before. The Create Shortcut Method URL is an available action you put on a button click or focus event. In this case, it is most likely on the button that will email the customer (but before the actual action of sending the email.). The action will create an Action Result that will hold the URL. I believe you then save the result to a field on the table. Then on the email template you can use merge fields to put the field value onto the email.

Below is an example of a Create Short Method URL. It is a link to the Contacts portal. As mentioned in the Help Center article, I defined the activity RecordID from the current recordID. This is assuming the action is on the Activity screen. The Action Result is URLClickActivityCount and will have to be placed in a field on the table to be used in the email.

Note, it is only used for the four types of emails specified. Those are links to Method, the mobile login page, a portal login page or an email opt-out link. You can't setup a counter on any link you may have on your email. Say you have a link to your company's online store page. It will not count the times a customer clicked on the link.

Greg

Link tracking in e-mails

markisbond — Thu, 24 Jul 2014 21:53:04 GMT

I'm trying to figure out how to track URL clicks in Method. I can't seem to find out how. I'm looking at the guide and I can't even find step 1.

Where am I going wrong?

I am editing a e-mail template that gets send to leads to browse our pricing sheets and catalogs. I would like it so when they click the link the URL in the e-mal it notifies Method that the customer has clicked on that link (via Activity?)

Thanks!