You've set up Sage E-Marketing for Sage CRM
and your emails are being distributed successfully. However, when it comes to
analysing the performance of your email marketing campaign you notice that your
open or clicks statistics are not syncing from the Swiftpage server to Sage CRM.
Here are a few steps you can check to ensure
you get the results of your campaign:
1. Login to your Swiftpage account directly
on the Swiftpage website: http://www.swiftpageconnect.com/
(If you've forgotten your Swiftpage account
name or username you can find them in Sage CRM in Administration -> E-mail
and Documents -> E-marketing Configuration section.)
Once you've successfully logged in to
Swiftpage, go to the Reports section and find the email that you sent. To help
you do this, select an appropriate time range for when you sent the email by choosing
an option in the Sent time filters. Then, verify that the results are present
on the Swiftpage site by clicking on the options in the Summary Reports and
Detail Reports as indicated in the screen shot below
(Please
note that some Drip Marketing statistics do not get aggregated on the Swiftpage
site until 3am Mountain time in the US (UTC -6).)
2. The second thing you can do if your statistics
are not synching is to check the time that your synchronisation is due to take
place.
This is controlled by the
SyncEngineConfiguration.xml file in your tomcat\webapps\<installname>j\WEB-INF
directory. By default this is set to 23:00 hours. You can change this to a
different time to test but you must restart your tomcat service in Windows Services
for this change to take effect.
If the statistics are available on the
Swiftpage website and your sync time has already passed but you still don't see
any statistics in Sage CRM, you should check your E-Marketing logs for errors.
The E-Marketing logs are located in their own folder in the Sage CRM\Logs
folder.
If you see errors that say 401 Unauthorized
it is usually the case that the Sage CRM user name or password in the
tomcat\webapps\<installname>j\WEB-INF \syncengine.properties file is
incorrect or the user is not a Sage CRM admin user.
To rectify this, you can copy an admin user
name and password directly from the database. The password should be entered
into the file in its encrypted format for security:
Once this is done, you can test that
everything is working by:
1.
Changing the sync time in the
SyncEngineConfiguration.xml file to be 10 minutes from the current time
2.
Restarting your tomcat service
3.
From Sage CRM send a test email
to your email account (remember you're against the clock!)
4.
When you receive the email,
open it and click on some links to ensure they open
5.
Then, wait until the sync time
has passed and check that the stats are present in the E-Marketing Wave
Analysis tab:
I hope these steps are useful. If you have any queries about these
steps, please post them in the comments section below.