Offline Marketing Codes

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    Comparing version 19:27, 7 Aug 2014 by Colin with version 20:02, 7 Aug 2014 by Colin.

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    Initial Configuration forSetting Up Offline Marketing

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    How to Market to a Specific Contact

    Create a Document

    • In onTrackCRM, navigate to the contact record you will send the Offline Marketing
    • Scroll down to the Documents section
    • Click Add Document
    • Upload the PDF (i.e. CMA Report) that will be delivered to this contact
    • After uploading, the page will select.  Sroll down to the document that was just added to obtain the unique code

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    Offline Marketing Piece

    Using the example above, you would include the following information in your marketing piece;

    • Website to visit: ValueReport.org
    • Code to retrieve your value:  QBZ

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    Repeat for Each Contact

    Each contact record must have their own document uploaded in order to obtain a unique code.

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    Advanced API Usage

    onTrackCRM Offline Marketing supports the use of any landing page, which can be hosted on any web service provider.

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    Simple HTML Form

    Create your HTML form with either POST or GET method.  Replace the ET (shown in red) with your ontrack address.

    <form action="http://et.ontrackcrm.com/cw/cma-api.php" method="post">

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    Hidden Input Configuration

    Include the following hidden inputs to configure your form.

    Specify that the API should send the document to the site visitor.

    <input type="hidden" name="send" value="">

    Provide your onTrackCRM API Key.  This can be found in My Preferences > Access Key

    <input type="hidden" name="key" value="REPLACE WITH ACCESS KEY">

    Specify what page to load if the submission succeeds or fails

    <input type="hidden" name="redir_success" value="http://et.ontrackcrm.com/cw/cma/success.html">
    <input type="hidden" name="redir_failed" value="http://et.ontrackcrm.com/cw/cma/failed.html">
    

    Specify what will appear in the onTrackCRM stream when the document is retrieved

    <input type="hidden" name="stream" value="CMA Retrieved">

    Specify the Email ID that will deliver the document

    Text Inputs

    Your form must include a text input to enter the Offline Code and an email address.  The input names must be as shown below.

    <input type="text" name="code" value="Enter your Report Code here" />
    <input type="text" name="email" value="Enter your email here" />

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    Other changes:

    1. /body/p[14]/@style: nothing ⇒ "margin-left: 40px;"

    Version from 19:27, 7 Aug 2014

    This revision modified by Colin (Ban)

    ...

    Setting Up Offline Marketing

    ...

    Version as of 20:02, 7 Aug 2014

    This revision modified by Colin (Ban)

    ...

    Initial Configuration for Offline Marketing

    ...

    How to Market to a Specific Contact

    Create a Document

    • In onTrackCRM, navigate to the contact record you will send the Offline Marketing
    • Scroll down to the Documents section
    • Click Add Document
    • Upload the PDF (i.e. CMA Report) that will be delivered to this contact
    • After uploading, the page will select.  Sroll down to the document that was just added to obtain the unique code

    ...

    Offline Marketing Piece

    Using the example above, you would include the following information in your marketing piece;

    • Website to visit: ValueReport.org
    • Code to retrieve your value:  QBZ

    ...

    Repeat for Each Contact

    Each contact record must have their own document uploaded in order to obtain a unique code.

    ...

    Advanced API Usage

    onTrackCRM Offline Marketing supports the use of any landing page, which can be hosted on any web service provider.

    ...

    Simple HTML Form

    Create your HTML form with either POST or GET method.  Replace the ET (shown in red) with your ontrack address.

    <form action="http://et.ontrackcrm.com/cw/cma-api.php" method="post">

    ...

    Hidden Input Configuration

    Include the following hidden inputs to configure your form.

    Specify that the API should send the document to the site visitor.

    <input type="hidden" name="send" value="">

    Provide your onTrackCRM API Key.  This can be found in My Preferences > Access Key

    <input type="hidden" name="key" value="REPLACE WITH ACCESS KEY">

    Specify what page to load if the submission succeeds or fails

    <input type="hidden" name="redir_success" value="http://et.ontrackcrm.com/cw/cma/success.html">
    <input type="hidden" name="redir_failed" value="http://et.ontrackcrm.com/cw/cma/failed.html">
    

    Specify what will appear in the onTrackCRM stream when the document is retrieved

    <input type="hidden" name="stream" value="CMA Retrieved">

    Specify the Email ID that will deliver the document

    Text Inputs

    Your form must include a text input to enter the Offline Code and an email address.  The input names must be as shown below.

    <input type="text" name="code" value="Enter your Report Code here" />
    <input type="text" name="email" value="Enter your email here" />

    ...