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--- email_campaigns [2013/09/09 17:27]
admin [Creating an Email Template]
+++ email_campaigns [2013/09/19 16:18] (current)
admin [Managing the Scheduler]
@@ Line 118: / Line 118: @@
     * **Tracker Name:** Enter a tracker name for your reference; use alpha-numeric characters. Example: Register Now!
     * **Tracker URL:** Enter the tracker URL and click Create Tracker. To create additional tracker URLs, click Create Tracker again. Example: http://www.sugarcrm.com.
-    * **Opt-out Link:** Select this box to identify the tracker URL as an opt-out link and embed your “Unsubscribe” instructions in a tracker URL. By default, the system uses the removeme.php file which contains these instructions, and displays this file name in the Tracker URL field. Note: If you do not select the Opt-out link option, then the system inserts the default opt-out link. So, if you do not want to include an Opt-out link in your campaign message, select the Opt-out option but do not insert the link in the campaign message.
+    * **Opt-out Link:** Select this box to identify the tracker URL as an opt-out link and embed your “Unsubscribe” instructions in a tracker URL. By default, the system uses the removeme.php file which contains these instructions, and displays this file name in the Tracker URL field. Note: If you do not select the Opt-out link option, then the system inserts the default opt-out link. So, if you do not want to include an Opt-out link in your campaign message, select the Opt-out option but do not insert the link in the campaign message. Click the **Create Tracker** button for each tracker that you create, and click **Next** when finished.
   - On the Target Lists screen select or create target list(s) for use with your campaign. The target list(s) appears under the Target List Name below. Click either **Save and Continue** to move to the Marketing Email screen, or click **Finish** to view a summary of the campaign and enter the marketing email information at a later time.
     * To use an existing target list: click **Select.**
@@ Line 171: / Line 171: @@
   * **Unsubscribe Links:** Links can be included to allow targets to unsubscribe themselves from your campaign mailing list. You can embed an "Unsubscribe" link in a tracker URL. When targets click on this URL to unsubscribe from your campaign emails, the system logs the action for your records.
 ====Creating Tracker Redirect Links====
+**IMPORTANT: The Tracker Name used in all email templates is "optout". Use this name!**
   - From the Campaign module, select the desired campaign.
   - On the Campaign detail page, scroll down to the Tracker URLs sub-panel, and click **Create**.
   - On the Campaign Trackers page, enter information for the fields as described in the Field/Description table below.
-    * **Tracker Name:** Enter a tracker name for your reference; use alpha-numeric characters. Example: Register Now!
+    * **Tracker Name:** Enter a tracker name for your reference; use alpha-numeric characters. This name is very important! This name is used when entering the tracker URL into an email template! The end of the URL will look like "identifier={optout}".
     * **Tracker URL:** Enter the tracker URL and click Create Tracker. To create additional tracker URLs, click Create Tracker again. Example: http://www.sugarcrm.com.
     * **Opt-out Link:** Select this box to identify the tracker URL as an opt-out link and embed your “Unsubscribe” instructions in a tracker URL. By default, the system uses the removeme.php file which contains these instructions, and displays this file name in the Tracker URL field. Note: If you do not select the Opt-out link option, then the system inserts the default opt-out link. So, if you do not want to include an Opt-out link in your campaign message, select the Opt-out option but do not insert the link in the campaign message.
@@ Line 187: / Line 189: @@
 =====Managing the Scheduler=====
+====The Normal Way====
   - Log in as Administrator and click on the **Admin** link at the top right of the page.
   - Scroll down to the "System" section and click **Scheduler**.
@@ Line 194: / Line 197: @@
   - Use standard crontab notation for basic setup, or click the **Show Basic Options** link next to "Interval" to get a more user-friendly option selection.
   - Click **Save** when finished.
+  - SugarCRM does not actually create a cron job, it must be created on the server manually. Log onto the CRM server as root and edit **/etc/crontab**. Add an entry identical to the cron settings in the Scheduler Settings page in Sugar. Enter: <code>0 * * * * www-data php5 /var/www/sugarcrm/cron.php</code> assuming that: you want it to run every hour on the hour, every day of the week, as the user www-data, using the php5 interpreter, and the cron script is located in /var/www/sugarcrm/. These are a lot of assumptions; adjust them as needed.
+  - SugarCRM is finicky when it comes to the Scheduler. The settings in the Scheduler Settings page must match the crontab entry. Sometimes emails simply don't get sent, and it takes a log time to troubleshoot schedule problems. There is a better way.
+====The Better Way====
+  - Download the script **send_from_email_queue.py** from the SVN server at http://10.253.1.48/svn/SUGARCRM_AutoFormFill/
+  - Place the script somewhere on the SugarCRM server. I placed it in the root of the CRM directory.
+  - Put an entry in **/etc/crontab** similar to:<code>0 * * * * root python /path/to/send_from_email_queue.py</code> This is useful because it forces Sugar to send a batch of emails and ignores Sugar's schedule. More notes are located inside the script.
+  - The size of the email batch is configured in Sugar under **Admin > Campaign Email Settings**.

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