event tracking | Community Creatio

Question

18:19 Dec 11, 2020

Hi,

We would like to manage our event by using Creatio, with the following flow, using a marketing e-mail and a process.

The flow is:

1. A marketing e-mail is sent to the contact (Invitation).

2. When clicking on the e-mail's link, the contact goes on a landing page where he can submit his informations. Once this form is submitted, the contact is added to the audience of the event, and he receive a confirmation e-mail containing a QR code.

3. The day of the event, the QR code will be scanned at the entrance. This QR code lead to a second landing page, where the hostess can validate the contacts informations. AT THIS POINT, THE CONTACT "EVENT RESPONSE" IN THE EVENT AUDIENCE SHOULD BE UPDATED FROM "PLANNED" TO "PARTICIPATED".

--> And this point doesn't work, in all the tests we've made, all the contacts are stuck at the second landing page step...

4. Two days after the event (after the event's response would have been changed from "planned" to "participated", the contact would receive the last e-mail to thank him for his participation.

Info:

-The "modify Data" element is used to updated the event response after the second landing page is submitted.

-The email containing the confirmation of the inscription to event (including the QR code) is generated by a process, and is not part of the marketing campaign.

Any one of you could help us to resolve this issue?

Any other solution that the one we're currently trying?

Thank you very much for your help!

Best,

1 comments

Bogdan Spasibov

16:03 Dec 16, 2020

Hi Jacob,

Can you please contact support@creatio.com for further assistance regarding the topic?

Thank you!

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Question

Website event tracking

aaykay

07:01 May 08, 2019

Hi,

I am trying to track the events on the website such as number of visits each day, number of clicks each day etc on the website.

What object do I use to create the dashboards?

Also, does it work like how wordpress works, counting the number of events(visits and clicks) on the website even if the user is not registered in the CRM? Say someone just visits the website and a cookie is created, but they do not enter any details on the site, so can I still have a counter for how many visits I had on that page and how many clicks I had on the buttons I am tracking?

Please let me know, if possible, how we can do that and if someone has an example to share, that'd be awesome.

Thanks in advance.

Regards,

3 comments

Oleg Drobina

15:01 May 09, 2019

Hello,

You can create a "metric" dashboard that reads "Website event" object and in filtering conditions you can specify the type of the event, date range and so on. See an example on my screenshot http://prntscr.com/nme3tv - it will represent the amount of "download materials" events for "Antiviruses" product.

As for your second question - yes, it also tracks the activity of unregistered contacts of the system and generate leads. The whole explanation on how website events tracking works can be found here.

Unfortunately we don't have examples of particular realisation of webtracking on site's side, but you can also read how to set it up generally here.

Best regards,

Oscar

aaykay

03:57 Jul 02, 2019

Oscar Dylan,

For how long is this information stored in the contacts history?

Oleg Drobina

14:08 Jul 08, 2019

aaykay,

This information on events tracking is stored for 2 days in contact's history and erases after two days pass. We do also have a problem for our R&D team so they could implement new logic of changing this period in one of future versions of the application. I will also notify them about your request so to raise the priority of the problem.