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How to Expedite Tracking Data Creation for a Triggered (Journey) Send

Publish Date: Aug 29, 2024
Description

Assuming tracking has been enabled in the Marketing Cloud Connect Settings and the email was configured to return tracking to Salesforce.com, Journey Email tracking data is stored on the Triggered Send object within Salesforce.com. Tracking data is typically available approximately one hour after a Triggered (Journey) Send is sent. Use the Request Tracking Immediately option to expedite it.

Resolution

Navigate to the Triggered Send record associated with the send in the Salesforce.com and click the “Request Tracking Immediately” button at the top of the page. 

If the button is not visible on the record or the record cannot be located, please reach out to Salesforce Support for further assistance.

All Triggered Send names begin with the name assigned to the email on the Journey Builder canvas, but if you have multiple Triggered Sends with the same name, the full name of the Triggered Send can be accessed via Journey Builder in the Activity Summary for the Email Activity under "Advanced Options."

 

  1. Navigate to the Journey
  2. Click on the desired Email Activity
  3. Change the drop down from "Email Analytics" to "Activity Summary"
  4. Click "Edit" next to the "Advance Options" section
  5. Copy the Triggered Send Name and search for it in the CRM

If you don't have access to the Triggered Send tab, you can add it by following the instructions below:

Add the 'Triggered Sends' Tab

 

  1. Click Setup.
  2. Follow the steps based on your UI:

Salesforce Classic: Under the "Create" category, select Tabs.
Salesforce Lightning: Under the "User Interface" category, select Tabs.

 

  1. Click New.
  2. Choose "Triggered Sends" from the Object drop-down menu.
  3. Pick any Tab style.
  4. Click Next | Next | Save.
Knowledge Article Number

001107439

 
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Salesforce Help | Article