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A
Anonymous
July 20, 2015
Question

Alert E-mail Question

  • July 20, 2015
  • 2 replies
  • 1583 views

Hi Everyone,

I have a situation, I would like to know how to track a link of an alert that I've sent to a sales rep.

This is the situation: I have to send an alert to a sales rep but in the e-mail they need to click on an specific link, how I can track or see what link they clicked it?

Thank you,

Adriana Victoria

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    2 replies

    Srujan_Vishwana
    Srujan_Vishwana
    Level 4
    July 20, 2015

    Hi Adriana,

    It's simple. Follow the following steps:

    • Under Smart List tab use Clicks Link in Email trigger.
    • Select the email which has the links
    • Click on Add Constraint and then click on Link
    • Copy paste the links you want to track in the dialogue box

    Hope this helps.

    Regards,

    Srujan

    A
    Anonymous
    July 20, 2015

    Hi Kristen,

    I already did that but it didn't work. The e-mail is an alert to the lead.owner, so I don't know how to track the clicks on link when its a lead.owner person.

    Do you know what I mean?

    Thank you!

    Kristen_Malkov1
    Kristen_Malkov1
    Level 7
    July 21, 2015

    Hi Adriana,

    What sort of link are you sending them? Is it to the lead record in Salesforce?

    Kristen_Malkov1
    Kristen_Malkov1
    Level 7
    July 20, 2015

    Hi Adriana,

    You could add a program channel step that changes their status when they click on the link in the email, then have a smartlist or list populated with those that have clicked on the link; that might be the best way to make this activity measurable but scalable.

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