Can somehow EspoCRM Button Link in email trigger action in CRM - like Boolen check

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  • MONBERG
    Member
    • Jun 2024
    • 37

    #1

    Can somehow EspoCRM Button Link in email trigger action in CRM - like Boolen check

    Hi guys,
    we been using ESPO for a while, and we do a lot of email campaigns.
    We would appreciate, if there would be a way to somehow do this:

    In email template, we would like to setup a email (used in CAMPAIGNS) - which after click would cause a specific action in Entity ID.
    Lets see some example:

    I will sent 100 mails to 100 contacts, where will be button ,,Are you interested"?
    50 of them will click on the button, and in CRM Contact entity i will see checked boolen on those.

    I tried put this in button url : {{actionUrl action='update' id=entity.id params={'interested':'Yes'} }} , but its causing error 500 when i choose this template to send.

    Thanks forwards for your help and opinions.
  • victor
    Active Community Member
    • Aug 2022
    • 1076

    #2
    Similar topics have already been discussed on the forum. You may find this useful:
    - For BPMNs: https://forum.espocrm.com/forum/gene...tracking-issue.
    More about: https://docs.espocrm.com/administrat...-urls-with-bpm.
    - For Campaigns: https://forum.espocrm.com/forum/gene...-url-404-error. If your link is clicked, the Action for the specific email will change from "Sent" to "Clicked". You can track these changes in the Log of your Campaign.

    Click image for larger version

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    • MONBERG
      Member
      • Jun 2024
      • 37

      #3
      Thanks for you reply victor
      So, i went trought documentation, but its still not working for me.
      I created campaing and in it a tracking link: {trackingUrl:693ac0c3a5955961d} - which i did put into the mail button.

      Check my photo please: Then i created BPM Process, i started with Signal intermidiate Event (Catching) - with: click:trackingUrlId:693ac0c3a5955961d and Task to update

      So, when i sended an email for the test to ,,Zhotovitel (entity name) - with specific id" and he clicked on it, and campaign catched my CLICK, but in BPM nothing happened and task was not done. What i did wrong please? Should i rather use format - clickUrl.Contact.{$id}.693ac0c3a5955961d - contact stands for Zhotovitel entity...

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      • victor
        victor commented
        Editing a comment
        Note that the two different links describe completely different solutions: one for BPMN, the other for Campaign.

        Also, please read the instructions regarding BPMN more carefully. They are written in extremely detail and include screenshots.
        For example, in the proposed variant from that answer for "Signal Intermediate Event (Catching)" should be preceded by "Send Message Task", which includes an Email Template, into which the Tracking Url is inserted.

        Both options (and the solutions proposed in them) have been tested in practice by users of our community.
    • MONBERG
      Member
      • Jun 2024
      • 37

      #4
      Victor, i appreciate your response. Yes i corrected the BPM process and i sucessfully created process, where after start there is mail sent to entity records and after catch is changed.

      If you are still willing to help me, right now i am trying to do the same thing , but in mass mail. Whenever anyone who receives mail from me and clicks it, will automaticaly be changed in my crm record. But somehow i am unable to do this

      OPTION 1: -
      i was thinking i can do that by sending a campaign, and then i will create REPORT - where will be people who clicked on the button in mail, but i am unable to create such a filter in report.

      OPTION 2: Do it by BPM (this was working BPM, i just changed activity from Send message - to create record - mass mail - and set it up. See the image please

      I was looking for this in the documentation and links you sent me, but i still need little human help to understand the task better.
      Thanks
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