Tracking Emails in ExactTarget for Microsoft Dynamics CRM 4.0

How to Use Activities to Return Tracking Details

Follow these steps to return tracking details based on activities:

1. Click the ExactTarget tab in the navigation pane.
2. Click Activities.
3. Select Campaign Response in the Type dropdown menu.
4. Select ExactTarget Responses in the View dropdown menu.  The grid displays tracking information. Click a column header to sort by that column.
5. Double-click the email to review and bring up the Campaign Response window. You can find tracking information on the Campaign Response and ExactTarget Send tabs.

How to Use ExactTarget Sends as Tracking Overviews

Use the following steps to use ExactTarget sends as tracking overview:

1. Click the ExactTarget tab in the navigation pane.
2. Click ExactTarget Sends to view the ExactTarget Sends screen. The grid provides an overview of your active/inactive sends.

CAUTION: Do not delete ExactTarget send records from your Dynamics CRM system.  Doing so prevents the transmission of tracking data for that job from the ExactTarget system to your servers, and ExactTarget is unable to restore send records in your Dynamics CRM system.

How to Access Individual Response Data from Campaign Tracking

Use the following steps to see an individual response:

1. Click the ExactTarget tab in the navigation bar.
2. Click ExactTarget Sends.
3. Double-click the send tracking to view a window with the tracking details.
4. Click Campaign Responses from the navigation bar to display the responses for each Contact, Lead, or Account in the send.

After you complete this procedure, you can create a list of individuals based on their behavior captured in the tracking.

How to Create a List from Tracking Details

This procedure assumes you have already accessed individual response data from campaign tracking.  Use the following steps to create a list from Tracking Detail:

1. Select the Contacts, Leads, or Accounts to include on the list.  Click the column headings to sort the list and make selecting items easier.
2. Click the Copy to Marketing List button from the toolbar.
3. Complete the information in the Copy to New Marketing List window.
4. Select the links you want to use as criteria.
5. Click OK.  The system begins the process of creating lists with the selected Leads, Contacts, and/or Accounts. You can see the newly created list on the Marketing List screen.

NOTE: The process of creating the lists occurs without progress appearing on your screen, and the process may last a few minutes for lists containing tens of thousands of leads, contacts, or accounts. For very large lists, the list may not be available on your Marketing List screen immediately.

How to Return Tracking information for a Single Send

Use the following steps to get individual tracking information for Accounts, Contacts, or Leads:

1. Click the ExactTarget tab in the navigation pane.
2. Click Contacts, Leads, or Accounts.
3. Double-click a Contact, Lead, or Account.
4. Select History from the navigation pane.
5. Select All in the Filter on field.
6. Double-click the selected email to view the Campaign Response screen.
7. Click the Campaign Response tab to view the following information:
   • Parent Campaign: response/promotion codes
   • Received from Existing Customer: customer name
   • Received from New Customer: company name, contact info
   • Details: channel, outsource vendor, received on, close by, originating activity, subject, owner
8. Click the ExactTarget Send tab to view the following information:
   • Email: job ID, subscriber ID, sent date, email status, from info, subject
   • Delivery stats: last opened, last clicked, total clicks, unique clicks, bounced, unsubscribed
   • Link stats: link URL, total clicks, last clicked