Hi
This is my first project with CRM, I'm working with CRM 2011 online version, and the first piece of functionnality I need to deliver is a tracking system for campaign or quick campaign.
More specifically, I would like to capture if :
- email was read/opened
- link inside email was clicked
- email was discarded
- email was not received
The technical approach does not matter here (although I read somewhere that tracking bounce back email with email-router is tricky or even not feasible).
Anyway my question is more about what's the best option for making that information easy to use and update in CRM, and my approach would be the following.
For each email sent with a campaign or quick campaign, we generate a campaign response before sending the emails out (or after if not possible). That campaign response is linked to the Contact/account and has type or status = "not consulted" or discarded or something like that.
Then if the recipient opens the email, we can capture that with some code, and update the status of the campaign response accordingly.
Same thing happens for when the link is clicked.
That way we also capture when email is discarded by the user, since he will never open it, so information is already there.
The problem I can see with this approach is that right after making the campaign and sending the emails out, a report will only show that 99% of emails were discarded and there needs to be some time between the campaign going out and the result being accurate.
This is the only way I can think of for capturing the "email discarded" information.
Do you think this approach is correct ?
I'm concerned about the number of records this might generate in the system but I can benchmark that later.
