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email_campaigns
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This shows you the differences between two versions of the page.
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email_campaigns [2013/09/09 17:33] admin [Creating Tracker Redirect Links] |
email_campaigns [2013/09/19 16:18] (current) admin [Managing the Scheduler] |
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| * **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. 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. | * **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. | - 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.** | * To use an existing target list: click **Select.** | ||
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| =====Managing the Scheduler===== | =====Managing the Scheduler===== | ||
| + | ====The Normal Way==== | ||
| - Log in as Administrator and click on the **Admin** link at the top right of the page. | - 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**. | - Scroll down to the "System" section and click **Scheduler**. | ||
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| - 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. | - 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. | - 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. | ||
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| + | ====The Better Way==== | ||
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| + | - 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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email_campaigns.1378773187.txt.gz · Last modified: 2013/09/09 17:33 by admin
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