ExactTarget for Microsoft Dynamics CRM Tracking Data Extract

What Is the ExactTarget for Microsoft Dynamics CRM Tracking Data Extract

This data extract activity provides information on tracking data extracted from accounts using the ExactTarget for Microsoft Dynamics CRM integration.

The data extract can consist of up to 6 files including the following information:

1. JobSubscribers
   • JobID
   • EmailID
   • EmailName
   • EmailSubject
   • FromName
   • FromEmailAddress
   • DeliveredTime
   • OpenDate
   • ClickDate
   • UnsubscribeDate
   • LastOpenDate
   • LastClickDate
   • BounceDate
   • EventDate
   • TotalClicks
   • UniqueClicks
   • SubscriberPartnerKey
   • SubscriberID
   • SubscriberKey
   • PartnerType
   • SendPartnerKey
   • RltdObjectID
   • MemberID
   • PreviewURL
2. SendLinks
   • JobID
   • Alias
   • Url
   • LastClicked
   • TotalClicks
   • UniqueClicks
   • pkjoburlid
   • PartnerKey
3. SendResult
   • ID
   • EmailName
   • EmailSubject
   • Subject
   • FromName
   • SentDate
   • NumberSent
   • Delivered
   • NumberDelivered
   • OtherBounces
   • SoftBounces
   • HardBounces
   • Clicks
   • UniqueClicks
   • UniqueOpens
   • Unsubscribes
   • OpenRate
   • DeliverabilityRate
   • UnsubRate
   • ClickThroughRate
   • SendDate
   • Client.ID
   • ExistingUndeliverables
   • ExistingUnsubscribes
   • Duplicates
   • MissingAddresses
   • InvalidAddresses
   • PartnerKey
   • EmailID
   • EventDate
   • Status
   • StatusID
   • OrigJobStatusID
   • OrigJobStatus
   • PreviewURL
4. SubscriberLinkDetails
   • JobID
   • SubscriberID
   • SubscriberKey
   • Alias
   • URL
   • LastClicked
   • TotalClicks
   • pkjoburlID
   • PartnerType
5. SubscriberSendResult
   • JobID
   • EmailID
   • EmailName
   • EmailSubject
   • FromName
   • FromEmailAddress
   • DeliveredTime
   • OpenDate
   • ClickDate
   • UnsubscribeDate
   • LastOpenDate
   • LastClickDate
   • BounceDate
   • EventDate
   • TotalClicks
   • UniqueClicks
   • OtherBounce
   • SoftBounce
   • HardBounce
   • SubscriberPartnerKey
   • SubscriberEmail
   • SubscriberID
   • SubscriberKey
   • PartnerType
   • SendPartnerKey
   • RltdObjectID
   • MemberID
   • PreviewURL
   • LastAction
6. UnsubEvent
   • UnsubEvent
   • EventDate
   • PartnerKey
   • Client.ID

Why Use the ExactTarget for Microsoft Dynamics CRM Tracking Data Extract

This tracking data extract retrieves tracking information at a specified (preferably off-peak) time, as opposed to real-time tracking data. Moving the retrieval process can enhance the performance of large-volume sends while still providing the necessary tracking data.

How to Use the ExactTarget for Microsoft Dynamics CRM Tracking Data Extract

When you select the ExactTarget for Microsoft Dynamics CRM integration, enter the following information in the fields section:

• Specify the range of time you want to include in the data extension extract:
  • Rolling Range - Select the Rolling Range radio button and set the dropdown menu to 1, 7, 30, 60, or 90 days, depending on the time range you want to include every time you run the data extension extract.
  • Specific Range - Select the Specific Range radio button and enter the start and end dates in the calendar fields under the radio button. You can select up to 30 days in your range.
• Check the appropriate checkbox if you want to include aggregate tracking data.
• Check the appropriate checkbox if you want to include data from child accounts.
• Check the appropriate checkbox if you want to include individual subscriber responses in your data.
• Check the appropriate checkbox if you want to include job recipients in your data.
• Check the appropriate checkbox if you want to include link details in your data.
• Check the appropriate checkbox if you want to include send links in your data.

You should then create a file transfer activity with the radio button set to Upload and the name of the file from the data extension data extract in the File Naming Pattern field.

Once both the data extract and the file transfer activity are saved, create a program that includes the data extract as the first step and the file transfer activity as the second step. You can run the program once or set it to run at scheduled times. Use third-party FTP software to move the file from your chosen file location to your computer.

How to Import the ExactTarget for Microsoft Dynamics CRM Tracking Data Extract in your Dynamics CRM Instance

Follow the steps below to import your data extract file in your Dynamics CRM instance:

1. On the Dynamics CRM server, click Start.
2. Select All Programs.
3. Select ExactTarget.
4. Select ExactTarget Configuration Editor.
5. Click the Data Extract Import tab.
6. Click the Enabled checkbox.
7. Enter the data extract file name in the File Naming Pattern field.
8. Select your chosen schedule for the import.
9. Select FTP in the Extract Source field.
10. Enter the location at which to save the file on your server in the Download Directory field.
11. Enter the FTP server on which the data extract file resides in the Input Site field.
12. Enter import/ in the Input Path field.
13. Enter your FTP username in the Username field.
14. Enter your FTP password in the Password field.
15. Click the Import button.