Tracking URLs with BPM

Non-unique URL

It's possible to add links into email body and catch when a recipient clicked on it. It provides the ability to automate interactions with customers.

A Tracking URL can be created at Campaigns > top-right menu > Tracking URLs. Create a URL and obtain the generated placeholder (example: {trackingUrl:5d8206aa9d76df4c8}). Use that placeholder as a URL of the link in your email template.

Further in the process flow, you will be able to catch the URL click with the Signal Intermediate Event (Catching).

When the tracking URL is clicked, the system broadcasts the signal clickUrl.ENTITY_TYPE.ID.TRACKING_URL_ID. Where ENTITY_TYPE is an entity type of the person stored in the CRM, ID is a record ID of the person, TRACKING_URL_ID is an ID of the tracking URL record. See the example below.

Process flowchart example:

In this example, the target entity type is Lead.

The signal name, defined in the catching event: clickUrl.Lead.{$id}.5d8206aa9d76df4c8, where 5d8206aa9d76df4c8 is an ID of the Tracking URL (can be obtained from the address bar). You need to replace 5d8206aa9d76df4c8 with your ID. {$id} is a placeholder that will be automatically replaced with the ID of the Lead.

Example

You can get a downloadable example here.

Unique URL

Available as of Advanced Pack 2.7.0 and EspoCRM 6.1.3.

Useful when the URL must be unique for a specific process. E.g. send an email for a feedback on provided customer support, the email contains unique links to rate quality of support.

The signal clickUniqueUrl.UNIQUE_ID will be broadcasted when the URL is opened by a recipient, where UNIQUE_ID is a generated ID.

Use code {trackingUrl:TRACKING_URL_ID.{$$variableName}} in an email template instead of a URL: , where variableName is a name of the variable where the generated ID is stored, TRACKING_URL_ID is an ID of the Tracking URL record (can be obtained from the address bar). The code will be automatically substituted with a proper URL when the email is sent.

Steps:

1. Create Tracking URL at Campaigns > top-right menu > Tracking URLs.

2. In BPM: Use an Execute Formula Script action or Script Task to generate a unique and store it in a variable:

$uniqueId = util\generateId();

3. In BPM: Add a Send Message task. Use an email template with the link {trackingUrl:TRACKING_URL_ID.{$$uniqueId}}. Replace TRACKING_URL_ID with the ID of the Tracking URL record. This link is supposed to be clicked by a recipient.

4. In BPM: Use a Signal Catching event with the signal clickUniqueUrl.{$$uniqueId}.