Key features

• URL shortening. Shorten lengthy URLs directly inside Salesforce using the ValueText managed package, so messages carry concise, user-friendly links.
• Click tracking. Capture information whenever a customer clicks a shortened URL shared by a Salesforce user.

Use cases

Shortening URLs in messages

• Scenario: a Salesforce user needs to share a product page link in a customer message.
• Use: the user shortens the link for a cleaner presentation, then includes the shortened URL in the message for a clean, professional appearance.

Monitoring customer engagement

• Scenario: a marketing team wants to track the effectiveness of campaign URLs shared by sales reps.
• Use: sales reps generate shortened URLs for campaign pages with the managed package, and the marketing team monitors click data to gauge customer interest and campaign success.

How ValueText shortens URLs

Single message with URLs: while you compose a message, ValueText detects any long URLs in the text. Once you click Send, the app shortens those URLs automatically, producing cleaner, more user-friendly links.

Bulk messages with URLs: whether you send a single message or a bulk batch, ValueText shortens every long URL in real time.

For example, before sending a message with URLs, the message shows the full-length links:

Once you click Send, the app converts those long links into short links:

Track link clicks

ValueText tracks in real time how many times customers have clicked the short links you have shared, with no manual refresh needed.

Here is a click tracking example inside the Mini Chat Console:

Each short link has a detailed click history in the Short Links object, including the number of clicks, the long link, and the short link.

To see how many people visited or clicked a link that was sent to a large audience, build a report on the Short Links object:

1. Navigate to Reports in Salesforce.
2. Create a new report based on the Short Links object.
3. Include the fields you need, such as Long URL, Short URL, and Click Counts.

Connect ValueText to Short.io

Follow these steps to configure the Short Link integration in ValueText.

1. Create a Short.io account. Go to short.io and register for an account.
2. Purchase a domain in Short.io. Buy a domain by clicking Buy Short Domain, as shown below.

   

3. Get your API key. After purchasing the domain, open Integrations & API in your Short.io account settings and click Create API Key.

   

   Fill in the key description, then click Create.

   

   Copy the generated key and store it for later use. Short.io only shows the secret key once.

   

4. Copy your domain name. Under your Short.io account settings, open Dashboard, then copy the domain name shown there.

   

5. Update the Short.io credentials in ValueText Setup. Log in to Salesforce, open the ValueText Setup tab, go to the Short Link Settings section, fill in the access key and domain fields, then click Update.

   

With these steps complete, ValueText is connected to Short.io for short link creation, and the authentication and domain details are configured correctly for use inside Salesforce.