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2013/07/08

Custom Click Thrus for Marketing Campaigns

Sending and tracking email campaigns are a standard part of marketing and customer engagement for many businesses. Not only can this data provide useful insights into reader activity, it can also be used to track email lead sources with more precision.

Out-of-the-box, NetSuite has the ability to process and deploy HTML emails for Marketing Campaigns at different levels (ie, Monthly Newsletter, Drip Campaigns etc). Unfortunately, when you have multiple links in a NetSuite Marketing Campaign, only the first click thru will be captured and logged as a Campaign Response Record, showing who clicked on your email. Naturally this isn't ideal for tracking call-to-actions and customer engagement in your communications. Luckily we can build our own Campaign Click Thru tracking.

Situation
One of our Customers wanted to capture multiple clicks for the same email AND redirect the user to a PDF file upon clicking one of the links. 

We ran some test campaigns to confirm that NetSuite was only capturing the first click thru: 

Felix Guinet- Test Campaign - cory.skimming@erpguru.com - ERP Guru Mail
clickThruStat
Our test campaign was sent to two people, one of which who clicked on the NetSuite link, and then the ERP Guru one, and the other who clicked in the opposite order. Our tests confirmed that NetSuite was only capturing one campaign response per person, even though both links had been clicked. 

Solution
As mentioned above, we can build our own Campaign Click Thru tracking quite simply--using a Custom Record Type and Online Forms.

Note: in order to set up this Custom Click Thru function you must be familiar with NetSuite Marketing Campaigns, email blasts, and the use of Target Groups for your campaigns. 

In this post we will use the following example:
We are sending an email containing two links to a group of our NetSuite contacts. One link will direct to the press release for the 2012 Nobel Prize in Physics, and the other to the ERP Guru Contact Us page.


1. Create the Custom Record Type to hold the Click Thru information:
Setup > Customization > Record Types > New

For the purpose of this example, we have named our Custom Record Type 'Campaign Statistics'. We then create several custom fields: Clicked Link, Contact Email, Contact First Name, Contact Last Name and Marketing Campaign ID. In order to also capture the date of events, "Show Creation Date" must be selected on the Record.

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2. Attach a primary Online Form to our Custom Record
Under the Online Forms tab on our Custom Record Type (Campaign Statistics) select the option to create a "New Online HTML Form".

a. Add all of the fields included in Step 1 to the new Online Form, ensuring that the "Hide" box is selected.

b. Under the 'Set Up Workflow" tab, set the redirect to your desired URL (in our case http://www.nobelprize.org/nobel_prizes/physics/laureates/2012/press.pdf c. Before saving the Online Form, a Template must be assigned to it. To create a new template click on the + icon.

There are (2) important sections to this template: (1) Add all of your fields after the <NLFORM><table> tags and use a special trick of ERP Guru to auto-submit the form after the </html> tag (see screenshot).

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    When you have completed this, click Save.

    The Online Form will now be listed under the "Online Forms" tab of your Custom Record Type. When you click the form name it will open as a pop-up. Navigate to the "External" tab and copy the Publishable Form URL. In this example our link is: https://forms.na1.netsuite.com/app/site/crm/externalcustrecordpage.nl?compid=TSTDRV1024319&formid=12&h=7b1708398e0f0492f5e1


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    Save this URL for later.
3. Attach a secondary Online Form to our Custom Record
A second form needs to be created for the link that will redirect the email recipient to the ERP Guru Contact Us page. 

To do this, follow the same simplified instructions as Step 2/

a. Add all of the fields included in Step 1 to the new Online Form, ensuring that the "Hide" box is selected.

b. Under the 'Set Up Workflow" tab, set the redirect to your desired URL; in our case  http://www.erpguru.com/about-us/contact-us

c. Assign the Template created in Step 2 to the Online Form before saving.

When ready, click Save and reopen your form . Navigate to the "External" tab and copy the Publishable Form URL. In our example the URL for the second Online Form is: https://forms.na1.netsuite.com/app/site/crm/externalcustrecordpage.nl?compid=TSTDRV1024319&formid=13&h=120d7b1ac72c6f775bba

Good news - the setup is now completed! It is now time to integrate the (2) URLs into your traditional NetSuite Marketing Campaign Email. 

4. Adjust your Marketing Campaign Email
Navigate to Lists > Marketing > Marketing Campaigns and set  up your Marketing Campaign normally.

We will need to paste our email HTML template in to a new Marketing Template.

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Felix Guinet is a Tech Lead at ERP Guru, specializing in the Services, Software and Media industries. 

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