Configure Track in CRM (Stand-Alone Deployment)

Audience: End users and Riva administrators.

• Configure.
• Test.
• View Track in CRM settings.

Configure

Because some organizations may choose to disable Riva Insight Track in CRM, it is not configured by default.

To configure Track in CRM:

• For Riva Cloud: Contact the Riva Success Team.

Note: Selecting Track in CRM in the email client or browser without configuring Track in CRM causes a Configuration window to report an error.

Test

To test if Riva Insight Track in CRM has been properly installed and configured:

1. In the client, on the File menu, select About Riva Insight.

2. In the window that appears, select Show Advanced Configuration.

   If you see values in the three fields below Show Advanced Configuration, the installation worked, as on this screen shot.

   

3. If you do not see values in those fields, select Close, wait for the next sync, and repeat steps 1–2. If you still do not see values in those fields, contact us.