Variance Infotech....2 | P a g e Email tracking using vTiger I) Introduction Email tracking is...
Transcript of Variance Infotech....2 | P a g e Email tracking using vTiger I) Introduction Email tracking is...
Variance Infotech. Document Name Email Tracking using vTiger
Version 1.0
Release Date 11th November 2014
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Email tracking using vTiger I) Introduction
Email tracking is designed for vTiger CRM. This module is extensively developed for
tracking email sent via vTiger. This has a facility to attach document as well as select
existing templates that can be sent to intended users.
II) Requirements
vtigerCRM version (e.g. 6.0)
III) Assumptions
We assume that SMTP details (Outgoing mail server) are configured for your
vtigerCRM. If not then you need to configure the SMTP details.
IV) Features
Create Campaign
Select Lead/Contacts
Compose email or select Email template.
Track email campaign
Track link
Email tracking report.
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1. Login in into the system. On successful login you will be presented with a screen as blow:
2. Click All from the top menu and select Campaign.
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3. This shall list all the Campaign created till date.
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4. Click Add Campaign to add a new campaign. The screen will be displayed as below. The user needs to add
necessary details.
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5. To add Leads to a campaign the user needs to click contacts tab from the right hand side. The user will be
able to create new contacts or select existing contacts from here. The user needs to select at least one
record.
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6. To add leads the user needs to click the Leads tab from the right hand side. The user will be able to create
new leads or select existing leads from here. The user needs to select at least one record.
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7. Click on Send Email to send emails out.
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8. On click of the Send Email button it will open up a popup where in the user will have to select the email
ID to which he wants to send the email.
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9. On click of the Select button it will open up a window wherein the user will be able to define the details
of the email that he intends to send to users.
10. The user can also select an existing template if he has created one by clicking on the Select Email
Template Button.
11. On click of the sent button the email will be sent to all the selected users.
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12. To view the tracking history of the email campaign the user needs to select email campaign option from
the All Menu.
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13. On clicking the option the user will be displayed the screen as below where he will be able to view
number of clicks by specific content or lead.
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14. To view the tracking history of the links clicked from the campaign the user needs to select link tracker
option from the All Menu.
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15. On clicking the option the user will be displayed the screen as below where he will be able to view
number of clicks by specific content or lead.
16. To view the tracking report of the campaign the user needs to select email tracking report option from
the All Menu.
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17. On clicking the option the user will be displayed the screen as below where he will be able to select the
campaign name.
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18. On selecting the campaign name the user will have to select the subject for which he wants to view the
report.