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Track Web Traffic of CRM Contacts & Leads When They Click on a Link in a Bulk Email


Track Web Traffic of CRM Contacts & Leads When They Click on a Link in a Bulk Email

Did you know there is a simple way to connect two of our powerful PowerPack add-ons: PowerMailChimp and PowerWebTraffic? Now, when you send a bulk email (for example, a newsletter) out from CRM using the PowerMailChimp tool, you can track the web traffic of CRM contacts & leads who click on links in that bulk email!

To connect these add-ons is really quite simple. When you associate a CRM marketing list to a MailChimp list, an oid and otype are automatically synced over.

Send Newsletters from Dynamics CRM

We are going to use this information to link specific CRM contacts and leads to their web traffic. Navigate to a MailChimp template, click in a section of your template and go to the Source. Find a link and add ?ti=*|OTYPE|*|*|OID|*

to the end of the link that goes to a page on your website (one of the pages PowerWebTraffic is tracking). So, for example, the link would say: https://powerobjects.com/blog?ti=*|OTYPE|*|*|OID|*

Send Surveys from Dynamics CRM

Add those merge tags to the end of every link in your MailChimp template (don't forget the links in the images!), and save the template. Now, when you send out your PowerMailChimp blast, you will be tracking the web traffic of every lead or contact that clicks on a link.

That's the combined power of PowerMailChimp and PowerWebTraffic!

We love feedback. So, give it a try and let us know what you think.

Happy CRM'ing!

By Maria Valley

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3 comments on “Track Web Traffic of CRM Contacts & Leads When They Click on a Link in a Bulk Email”

  1. The oid looks like the contact guid from the CRM. Can this parameter be set from javascript? I am asking because I have a website that contains all the crm contacts including the contact guid from the CRM. The website has the powerwebtraffic code in it already but I would really like to see the contacts names who are navigating the site. If I am able to set the oid in javascript before the powerwebtraffic code gets called then this would work. I would check if there was an existing ti parameter in the query string first before setting the oid parameter. Let me know your thoughts.

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