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Email marketing includes automated tracking for:
When tracking is enabled, A= giloft embeds a one-pixel image in the body of the email. When a = recipient opens the email, this image is requested from the server and each= request for this image is tracked. This is the standard way most email mar= keting software tracks the number of emails that have been opened by recipi= ents.
When an email is successfully captured as opened:
This methodology is unfortunately inherently unreliable, as Outlook and = many other e-mail clients do not download images from unknown senders by de= fault. If the image file is not loaded when the email is opened, there = ;no request for the image file is sent to the server, and it i= sn't possible to track whether the email was opened. This is a = problem faced by all standard email marketing software and unfortunately ca= nnot be avoided.
Having a trusted relationship with the people you market to makes it more likely that they have enabled images from your= company in previous emails, or that they might download pictures for your = marketing emails to see what you have to say.
Using this technique can lead to warnings from the email client. T= o disable email marketing image tracking, edit the Disable Marketing = Email Image Tracking global variable.
Another tracking challenge is to capture bounced or undeliverable emails= . Bounce emails are sent back to the return-path address when an outbound e= mail is rejected by the receiving server. This necessitates setting up an i= nbound account that captures this information, as descr= ibed in Email Marketing.
When a bounced email is received by the inbound account:
Once the Email Status of an email recipient has been marked as bounced, = they are automatically excluded by default unless you d= isabled the option to exclude previously bounced addresses.
Agiloft can track the links clicked by a recipient in an email they= receive, including both normal URL hyperlinks and Agiloft hyper= links. When email marketing is turned on, any hyperlink that is included in= an email within a command is formatted with some additional code that make= s that URL a redirect from the Agiloft server, so that the click can b= e tracked.
Make sure all links in marketing emails are coded as links in HTML. If y=
ou simply insert the text for a hyperlink in in the body of your email with=
out enclosing it in an HTML "a href
"' link=
, as in adding the text "www.agiloft.com", while the mail client may =
still display it as a link that can be clicked, the link clicks cannot be tracked.
Whenever a link is clicked, the information is passed to the Agiloft&nbs= p;server and a new record is created in the Email Clicks table. The Email C= licks record contains the actual URL the link redirecte= d to, the linked campaign, a link to the source record from which the email= was sent, and links to other fields in the outbound email - the Lead Name,= Email, and so on. It is also possible to add other fields to this table an= d populate them using a default value or rules to get more information into= the records.
The Email Click records are shown as an embedded table within the source= tables, so you can see all the links a particular lead or a particular con= tact clicked within their contact record. They are also shown within the ca= mpaign record, so you can see the links that were most popular for a partic= ular campaign.
The Email Clicks table is configured by default to link to the source Le= ad or People record, using a field called Source Record ID. This field is o= f the type "link to single field from multiple tables". If you have other t= ables from which you plan to send marketing emails, you should edit this fi= eld to add those tables and their ID field. That way, the system can track = the source record for your own tables as well.
In addition to creating the Email Click record, the system updates the E= mail Status fields in the Email table and in the People or Lead table from = which it was sent to Link Clicked and increments the number field counting = clicked links in the campaign. In a given campaign, it is possible to have = a larger number of Email Clicks than the number of sent emails, because the= re may be multiple links in a single email and users may click on more than= one link. Any link they click is represented by a separate Email Click rec= ord, while the field called Number of Recipients who Clicked links is limited to only one count per email.
The CAN-SPAM Act of 2003 states that a person or company may be sued or = fined for sending unsolicited email that does not include both the organiza= tion's physical address and a way to unsubscribe or opt out of receiving fu= ture emails. The Email Marketing module includes a way for recipients to un= subscribe from emails.
Unsubscribe behavior is defined when configuring outbound email per tabl= e on the Marketing tab. Depending on how the unsubscribe behavior is define= d, the server not only marks a given email's Email Stat= us as Unsubscribed when a user clicks the Unsubscribe link, but it may also= update a designated "opt out" field in the corresponding table and record = to which the email was sent.
Either way, the source lead or contact who requested the unsubscribe can= be eliminated by searching for an Email Status value of Unsubscribed or by= searching your custom opt out field, and any future mass emails autom= atically exclude the contacts whose Email Status is Unsubscribed.
If the email that was unsubscribed was linked to a campaign, the Number = of Unsubscribes field in the campaign is also increment= ed when the user unsubscribes.
Unsubscribing a contact and updating the fields= does not prevent manual emails from being sent to these contacts, of cours= e. If you want to ensure that they never receive email from you, you can se= t up a rule that clears the email address field of contacts whose Email Sta= tus is changed to Unsubscribed. Without an email address, these contacts ca= n't be emailed inadvertently by a user.