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CCH Software User Documentation

Email Tracking Setup

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The Mail Merge application includes the functionality of inserting a hyperlink in an email that will be sent out to a list of recipients. It also allows this hyperlink to be tracked - you will be able to track the recipients that have clicked on the hyperlink in an email. This enables you to get an idea of who is interested in what and action this.

Tracking Email

The following example illustrates email tracking:

If you send an email on the new services being provided by your company, in this email, you can include multiple hyperlinks with the different services which you would like your contacts/clients to know about. When the recipient clicks on a link, you will be able to import a file into Central which will record this information on the contacts/clients record.

This functionality requires you to have a web server in-house to host the task of tracking the emails which requires ASP .NET version 2.0.



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