Using Microsoft Dynamics CRM

Email Marketing Campaign Software - Email Campaigns and Microsoft Dynamics CRM

Updated: May 4, 2007

What is a better feeling at the end of the month than having done all the appropriate things to close enough sales to meet or exceed your quota? One way to feel confident that you will close those sales is being able to contact customers quickly about events that they will get excited about, such as end-of-the-month promotions, special offers, and new products. Contacting the right customers about the right products can mean the difference between making your sales quota and falling short.

You can use the quick campaigns feature of Microsoft Dynamics CRM 3.0 to help you close those sales and make that quota. One of the most popular quick campaigns is the e-mail marketing campaign.

Important

Your system administrator must install a special update to enable your organization to send e-mail messages automatically from quick campaigns, instead of sending them manually through activities. Whether to install this update is a business decision that depends on how your organization wants to handle quick campaign e-mail messages – either manually or automatically. For more information about how to obtain and install this update, see KB 911520 on the Microsoft Support Web site. Note that this update is now part of Update Rollup 1 for Microsoft Dynamics CRM 3.0.

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Related Links
•Campaigns from start to finish
•Leverage marketing lists across your team
•4 ways to put campaign responses to work for you
•Diagram: Follow a campaign response through the marketing process
•Marketing with Microsoft Dynamics CRM 3.0
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On This Page
Creating quick e-mail marketing campaignsCreating quick e-mail marketing campaigns
Select your e-mail recipientsSelect your e-mail recipients
Create the quick campaignCreate the quick campaign
Make sure that the e-mail messages were sentMake sure that the e-mail messages were sent

Creating quick e-mail marketing campaigns

You can create quick campaigns in either the Sales or Marketing areas of Microsoft Dynamics CRM. First, you select the people you want to send e-mail messages to. Next, you create the quick campaign itself. As a final quality control step, you can verify the messages Microsoft Dynamics CRM was able to send, fix any issues in the messages that could not be sent, and then try resending them.

Note

You can perform quick campaigns that include mail merge only from the Microsoft Dynamics CRM client for Microsoft Office Outlook.

Select your e-mail recipients

There are several ways you can select the recipients for your e-mail quick campaign. Unlike a standard marketing campaign, you can create quick campaigns from:

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Lists in the Leads, Accounts, and Contacts areas

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Existing marketing lists

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Lists that were created from Advanced Find queries that target specific leads, accounts, or contacts

Create the quick campaign

With your Leads, Accounts, or Contacts area list, marketing list, or Advanced Find query open, you’re ready to create your e-mail quick campaign.

1.

Select the scope of your e-mail campaign. For example, select a specific marketing list or a group of leads in a list.

2.

On the Actions toolbar, click Create Quick Campaign, and then click the option for the scope of your e-mail campaign, such as For Selected Records or For All Records on Current Page.

3.

In the Create Quick Campaign Wizard, click Next.

4.

On the Specify the Campaign Name page, in the Name box, type a name for your quick campaign, and then click Next.

5.

On the Select the Activity Type and Owners page, for Activity type, click E-mail.

6.

For Assign these activities to, verify that Me is selected, and then click Next.

7.

On the Specify the Content of the Activity page, type a subject, the e-mail message, and any other information that you want to include in your e-mail message or in Microsoft Dynamics CRM about your messages.

For example, if the promotion is only for a short time and you want to make sure that you send these e-mail messages out immediately, you could set the priority to High and the due date to tomorrow.

Note

Although the Owner box is marked as a required field, you cannot edit it on this page. Microsoft Dynamics CRM will automatically add the owner you selected in the previous step when the application creates the e-mail messages.

8.

When you’ve finished setting up your e-mail message, click Next.

9.

On the Completing the Create Quick Campaign Wizard page, verify that the information about your quick campaign is correct, and then click Create.

If your system administrator has installed the update mentioned previously to Microsoft Dynamics CRM, the application sends your e-mail messages when you click Create. If your organization’s implementation does not include this update, you must open each e-mail activity and send the message manually.

Make sure that the e-mail messages were sent

If you want to double-check that Microsoft Dynamics CRM sent your e-mail messages, you can check the status of the e-mail activity the application created for each message.

1.

Under Marketing, click Quick Campaigns.

2.

Double-click the quick campaign you created earlier.

3.

In the Quick Campaign form, scroll to the right until you see the Status Reason column.

4.

Check to make sure that the status is listed as Sent and not Draft.

5.

If any of the e-mail activities are listed with the Draft status, open them, correct any issues that may have caused the failure (such as a missing e-mail address), and then click Send.


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