Email Analytics Setup Instructions
Introduction
This document matches the "Setup Information for Email Analytics" topic in Online Help. Refer to the
"Email Analytics", "Manage Email Analytics" and "Images in Email Messages and Templates" topics for more detailed information about this feature.
The Email Analytics feature lets you track and analyze the metrics behind your marketing emails, enabling you to increase visibility and profitability. Email Analytics applies to emails that are sent through activities/campaigns and contain special email tokens.
Email Analytics requires Tigerpaw 11 or later, certain system components, the Email Analytics web page and some setup in Tigerpaw Business Suite.
System Requirements
The following system components are required for Email Analytics:
Component Requirements
Email server
Web server
Configure the server, such as MS Exchange, to communicate via SMTP and POP3. .
Install Internet Information Services (IIS) 6.0 or higher. The web server can be local or hosted.
Microsoft .NET
Framework 2.0
Install on the web server and the server accessing the Tigerpaw Business Suite database, if different machines.
Tigerpaw Timer
Service
This service communicates with your email server and processes bounced emails.
The Timer Service must be running to process bounced emails.
The Timer Service monitors the email inbox you designate to receive bounced emails, processes bounced emails to gathers information such as email address and bounce reason, and logs the bounce statistics in the Tigerpaw database.
NOTE: If email template images are in a mapped network drive, you must assign the same mapped drive on the Timer Service server and the machine used to add the images.
IMPORTANT: You must configure the Settings and Bounce Processor tabs of the Timer Service before using Email Analytics.
SQL user
Online Document: Timer Service User Guide
We recommend you create a unique SQL user name and password used only for
Email Analytics.
Install the Email Analytics Web Page
The Email Analytics web page installer is included in the Tigerpaw Business Suite .ZIP file. You can add the Email Analytics page to an existing website or create a standalone website. If adding to an existing website, make sure no other pages link to the page. Either place the Email Analytics folders and files in the website's root directory or create a virtual directory.
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NOTE: You must have system administrator access to the local web server or hosted site to complete these steps.
IMPORTANT: If you currently use Email Analytics and are installing an update, back up your current web.config file or copy all new files except web.config to ensure uninterrupted connectivity.
The Email Analytics installer ships with Tigerpaw Business Suite in a subfolder of the Tigerpaw installation files. Follow these steps to install the Email Analytics web page:
1. Log onto the web server as a system administrator.
2. Navigate to the network copy or a local copy of the Tigerpaw Business Suite installation folder. The local default location depends on your operating system:
For 64-bit machines: C:\Program Files (x86)\Tigerpaw Software\Tigerpaw
For all other machines: C:\Program Files\Tigerpaw Software\Tigerpaw
3. Double-click tsiEASetup.exe. The installer software prepares the installation wizard and then displays the Tigerpaw Email Analytics Setup Wizard.
The wizard walks you through the installation.
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4. Click .
Scroll down to read the license agreement or click version.
to read a print
5. After reading the end user license agreement, select
I accept the terms of the license agreement
.
6. Click .
The registered URL consists of the new portal website or
"hostname.website", such as ea.squallservices.com.
7. Enter the
Email Analytics URL
.
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8. Click .
This information logs you into SQL Server to create a SQL user for
Email Analytics to access your database.
9. Click beside
Database server running Tigerpaw
to select the correct database server.
10. Select the method for connecting to your database:
Windows authentication
– Log into SQL Server with a valid network ID and password.
SQL Server authentication
– Log into SQL Server with a valid existing SQL
Login ID
and
Password
.
11. Click to select the
Tigerpaw database name
.
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12. Click . The SQL User page displays.
Email Analytics will log into your database with this user name and password.
13. Enter a
User name
you can easily identify when tracking logins via Email Analytics, such as tsiEA.
14. Enter a
Password
for the
User name
. Any time you want to review the password, simply open the
Email Analytics web.config file.
15. Click .
We recommend you accept the default destination folder.
16. The default
Destination folder
is C:\inetpub\Tigerpaw_EA. Click destination folder.
to select a different
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IMPORTANT: If you browse to a different folder, make sure the path already includes the installation folder, such as Tigerpaw_EA.
17. Click .
18. Click
Click if you want to verify or change your selections before installing
Email Analytics.
.
Text above the status bar indicates the current step in the installation.
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When the installation is complete, the final page displays.
Additional information displays if errors occurred and the installation was unsuccessful.
19. Click . The Email Analytics page displays.
If an Error 500 message displays instead of the Email Analytics page, recheck all of your settings.
20. Copy the web address to your clipboard. In the steps below, you will paste this information in the
Web page URL
field on the Email Settings window.
Define Tigerpaw Business Suite Options and Master Tables
Define the following records in Tigerpaw Business Suite to utilize Email Analytics.
Record Type Description
Email Settings Configure email settings and enter the URL for your Email Analytics website.
Open Email Settings using one of these methods:
Menu bar > Tools > Options > Email > Analytics tab
Navigation pane > Status and Setup > Options > Email > Analytics tab
Online Help Topic: Set Email Options
– Instructions to define settings on the
SMTP and Analytics tabs.
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Record Type Description
Account groups Create account groups to enable targeted mailings, such as prospect groups or groups by industry, size or geographic location. Account group mailings reach one person per customer location.
Open Account Groups using one of these methods:
Menu bar > Edit > Master Tables > Marketing > Account Groups
Navigation pane > Status and Setup > Master Tables > > Marketing >
Account Groups
Online Help Topic: Setup Information for Marketing to Accounts
–
Instructions to use this window.
Contact groups Create contact groups to enable targeted mailings, such as groups by job title.
Contact group mailings can reach multiple persons per customer location.
Open Contact Groups using one of these methods:
Menu bar > Edit > Master Tables > Marketing > Contact Groups
Navigation pane > Status and Setup > Master Tables > > Marketing >
Contact Groups
Online Help Topic: Setup Information for Marketing to Accounts
–
Instructions to use this window.
Click-Thru links Define hyperlinks that direct recipients to a specific page and track how many times the link is clicked. For Instructions, refer to the "Click-Thru Links" subtopic.
Email templates Define email templates to use in activities and campaigns. Email Analytics applies only to email tokens selected from the Email Analytics category.
Email Analytics Setup
On the Email Template window, right-click a click-thru link token and select Show Link Info to display the link text and URL.
Online Help Topic: Email Templates
– Instructions to create a template.
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Click-Thru Links
Click-Thru links are hyperlinks embedded in your email, used to perform both of these functions:
Redirect the recipient to the web page specified in the link.
Track the click action, such as how many times recipients clicked the link. This feature enables you to track the most popular links and email promotions or campaigns.
When you save a click-thru link, Tigerpaw Business Suite adds the click-thru name as an email token in the Email Analytics category.
Open Click-Thru Links using one of these methods:
Menu bar > Edit > Master Tables > Email Analytics Click-Thru Links > (Add) or (Edit)
Navigation pane > Status and Setup > Email Analytics Click-Thru Links > Account Groups >
(Add) or (Edit)
Fields on the Activities tab allow you to easily track the activities and campaigns that include the click-thru link.
Follow these steps to add or edit click-thru links:
Field Label/<Step>
1. Name
Instructions
Enter a unique name so you can easily find and analyze the promotion or campaign associated with the link.
This field accepts alphanumeric characters, periods, parentheses, underscores
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Field Label/<Step> Instructions
and dashes. The paste function is disabled for this field to prevent unintentional pasting of other characters that could break the link.
Add the marketing activity/campaign name and date to easily identify clickthrus for a particular activity or campaign.
2. Alternate text
3. URL
Enter the text to display for this link in the email message.
Enter the web address tied to the link or click (Display URL) to navigate to the web address.
When a recipient clicks the link, this website displays.
4. Display data for activities processed from
Use these fields to filter records on the tabs by date. Enter a range of dates or click (Calendar) to select a different date range.
If you change the date range, click (Refresh chart) to ensure information on the tabs reflects the new dates.
5. <Activities tab> Tigerpaw Business Suite adds a line to this grid each time you process an activity or campaign that includes the click-thru record. These field display:
Campaign
– Name of the campaign that utilized the link.
Step
– Sequential step in the campaign that utilized the link.
Activity name
– Name of the activity that utilized the link.
First clicked
– Date the link was first clicked by a recipient.
Last clicked
– Date the link was most recently clicked.
Clicks
– Total number of times the link was clicked.
Total sent
– Total number of emails sent for the activity/campaign.
6. <Charts tab> View these information-only graphs and related text for the click-thru record.
With exception of the summary tab, each tab includes account and contact information.
Summary
– Summary chart for emails sent, bounced, delivered, unique opens, unsubscribes and click-thrus.
Opened
– Analysis of opened emails.
Click-thrus
– Analysis of clicked links; applies only to links marked as clickthrus.
Bounces
– Analysis of emails bounced back.
Unsubscribes
– Analysis of unsubscribe requests.
7. <Save> Click OK to save the record and close the window.
8. <Delete> To delete a click-thru link, select the record on the Table Maintenance window and click (Delete).
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