Calculus AI - Your Smart AI Feature Vtiger CRM Mobile App Phone Calls Module Overview Deal Health - A Calculus Feature Instagram Integration with Social Module Vtiger LMS Overview List View in Vtiger CRM The Deal Room Maps in Vtiger CRM Mobile App Vtiger Cloud CRM - Pilot Edition Gmail Go-To Actions

Feature Availability

Note:

• The number of Short URLs you can generate depends on the edition you have subscribed to. 
• Only 5 Short URLs are allowed during the trial period.

Introduction

 

URL Shortening is the process of shortening the length of a URL, such as a Web Page or a Website link. It provides a short URL with a reduced number of characters. This helps occupy less text space and provides easy access.

Short URLs:

• Aid marketing sectors in promoting internet forums and sites.
• Enhance producibility and click-throughs with rich link-level data.
• Offer feasible links that result in more clicks, leading to increased brand recognition.

Vtiger Short URL Feature

Short URL is an exclusive Vtiger feature that offers the URL Shortening technique. It shortens the length of a long conventional URL to just 30+ characters. This process is accomplished by reducing and replacing a Short URL with a Web Page that has a long URL. 

Example 

Twitter on Vtiger Social allows you to post only 280 characters in a Tweet. If you want to add a long URL, without worrying about its length taking over the Tweet, you can now easily add a short URL with its reduced URL size.

Benefits of the Vtiger Short URL Feature

• The Short URL feature helps users quickly shorten their Website/Source URLs. It reduces the URL character length and utilizes the operative space efficiently and productively.
• The Short URL feature for Google Analytics by default captures the added marketing parameters and includes them in the Short URL.

Key Terminology 

Installing the Short URL Extension

To use the Short URL feature in Vtiger, you need to first install the Short URL extension from the Extension Store. 
Note: The Short URL extension is not available by default in the CRM. 
Follow these steps to install the Short URL extension: 

1. Log in to the CRM. 
2. Click the User Menu.
3. Click Settings.
4. Click Extensions > Extension Store.
5. Look for the Short URL extension.
6. Look for the Short URL extension.
7. Click Install.

Once installed, it will be available under Essentials > Others.

Follow these steps to go to the Short URL module:

1. Log in to the CRM.
2. Click the Main Menu.
3. Click Essentials.
4. Look for Others > Short URL.

Generating a Short URL 

Let us now learn how to generate a Short URL for a given Source URL.

Follow these steps to generate a Short URL:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials.
4. Look for Others.
5. Select Short URL. The Short URL module opens.

6. Enter or select the following information:
   1. General: Choose the category, such as General, Marketing, or Promotion, based on the type of your website.
   2. Source URL: Type the Source URL in the Shorten your link field. 
   3. Description: Enter a description for the Source URL. A description helps you browse the URLs conveniently.
7. Click Save.

8. The Short URL will be generated as shown above. Once the Short URL is generated, the system displays a Success message.

With this, a record is created and saved in the Short URL module. You can now copy the URL by using the Copy button and use it in your documentation, email, etc. 
Note: If you try to generate a short URL for a Source URL that has already been used, the system displays the following error message: Website URL already exists. 

Generating a Short URL for Google Analytics

Did you know you can specifically generate a short URL for Google Analytics using the Short URL feature? This is especially helpful for Marketing teams, for websites, and campaigns. Google Analytics records and reports the number of clicks and recognition for URLs.

Follow these steps to generate a Short URL through Google Analytics:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials.
4. Look for Others.
5. Click Short URL. You will be directed to the Short URL module.
6. Choose the category, such as General, Marketing, or Promotion, based on your type of website.
7. Click Generate Google Analytics URL. The Generate Google Analytics URL window opens

8. Enter or select the following information in the Generate Google Analytics URL:
   1. Website URL: Enter the URL 
   2. Campaign Id: Enter the Campaign ID
   3. Campaign Source: Enter Google as the source of the campaign.
   4. Campaign Medium:  Enter Google as the source of the campaign.
   5. Campaign Name: Enter a name for the campaign.
   6. Campaign Term: Enter the campaign term.
   7. Campaign Content: Enter the content of the campaign.
   8. Link: The Link field will be automatically generated with the Short URL and will, by default, capture the above-mentioned details that you have entered.
9. Click Shorten. You will be directed back to the input bar displaying the successfully generated Short URL for the Website URL that you have entered, along with the success message notification.

​

10. Click Copy to copy the URL.

You have now successfully generated a Short URL for a given Website URL through Google Analytics.
Note: If you try to generate a short URL for a Source URL that has already been used, the system displays the following error message: Website URL already exists. 

Viewing Short URLs in the CRM

​​

The Short URL List View displays a list of short URL records. 
Follow these steps to go to the Short URL List View:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials.
4. Look for Others.
5. Select Short URL. You will be directed to the Short URL module.

By default, the system displays the Short URLs List View that you have generated.
Note: You can browse for specific Short URLs and Website URLs in the List View by typing in specific keywords in the Search bar (provided below the respective fields).

Editing Short URLs in the List View

Editing Short URLs in the Summary View

The Summary View of a Short URL record displays details such as a short URL, Category, Website URL, Short URL, Description, etc. You can also edit these details in the Summary View. 

Follow these steps to go to the Short URL record Summary View:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials.
4. Look for Others.
5. Select the Short URL. The Short URL List View opens.
6. Click a Short URL record. The Summary View of the Short URL record opens.

You can also edit details such as short URL, Category, Website URL, Short URL, Description, etc.  

Short URL Record - Details View

​​

Short URL record Detailed View displays the details of the Short URL record. You can edit only the Category and Description fields. You can also copy the Website URL from this view.
Follow these steps to go to the Short URL record's Details View:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Look for Others.
5. Select Short URL. You will be directed to the Short URL module.
6. Click a Short URL record. The Summary View opens.
7. Click the Details icon tab. The Details View opens.

Edit the details if required.

Vtiger CRM Mobile App Vtiger Social Module