The URL Shortening and Tracking feature allows user to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the link.Clicks on all short links created using SMS-Magic are tracked and the information such as time of the click, country, browser, and device type are synced to Salesforce.
Configuring User Profiles
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Salesforce administrators can control access to the URL Shortening features using the hierarchical custom settings known as URL Shortening Configuration.
Follow the steps below to configure access to the URL Shortening:
Create a record in the custom setting of URL Shortening Configuration for user-profiles.
Click the checkbox next to ‘Is URL Shortening Enabled’
Create a record for user-profiles and enter different expiry duration to specify different default expiry duration for user profiles
Refer to the figure below for URL Shortening Configuration
Notes:
1. In addition to the custom setting, the SMS-Magic License assigned to users should also provide access to the URL Shortening and Tracking feature.
2.URL Shortening and Tracking feature must be enabled for your account.
Expiring Short Links
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The option to expire short links is available for data clean-up only. Expired short links become a dead link. Admins should check with businesses and expire only the short links that are not in use for some time. Admins should ensure to remove short links from the templates before expiring them.
Follow the steps below to expire Short Links:
Navigate to the Shortened Links tab
Select short links to expire
Click Bulk Link Delete Expire
Read the warning
Click the checkbox ‘I Confirm to expire the links permanently’
Click Expire to permanently expire the links
Deleting Short URL
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The option to delete short links has been provided purely for data cleanup. Any short link that is deleted would free up space but at the same time, lose all existing click tracking and the short link would become a dead link. Admins are advised to check with businesses and delete only those short links that are very old and have not been used in messages for some time. Admins are also advised to ensure that short links are removed from templates before deleting them.
Navigate to the Shortened Links tab
Select short links to expire
Click on the Bulk Link Delete button
Read the warning
Check the “I Confirm to delete the links permanently” checkbox
Click on the ‘Delete’ button to permanently delete the links
Automation of URL Shortening
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A Long URL stored in a record can be shortened automatically using Process Builder. Admins can set-up a Process Builder that is configured once, after that the shortening of URL happens automatically.
Admins can follow the steps below to set-up a Process Builder:
Under Long URL, enter the Long URL
This step is optional. Under Slash Tag, enter the custom Slash Tag.
Click Save to complete.
Troubleshooting
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Refer Error Logs tab provided in the SMS-Magic Converse package to see details of any errors.