Next will be a prompt for the user to create optional Dynamics CRM activities. NOTE: This is the subject as it appears to the recipient. Once complete, click Finish and Merge and then Send E-Mail Messages.ġ2. (You can save this Word document and upload to CRM as a Mail Merge Template for future use.)ġ1. End result will look something like this. In this example, we are inserting only the First Name data field. Type in or paste in your desired text, or even insert data fields from CRM by clicking Insert Merge Field.ġ0. Here you can review the recipient data from Dynamics CRM, and click OK to approve.ĩ. Your blank Word document will load, prompting you with the Mail Merge Recipients window. To do so, select Blank Document and click Download.Ĩ. Click on the lookup to select your template and click OK.ħ.For our example, we will use our first option, Blank Document, to build our mail merge email. Users can use a Mail Merge template (previously uploaded to CRM) to use pre-formatted text by selecting 'Organization mail merge template'. This screen provides a couple different options to start the Mail Merge. You'll see the Microsoft Dynamics CRM Mail Merge for Microsoft Office Word window appear. On this campaign activity, click Distribute Campaign Activity.Ħ. Once created, now we can distribute to the mail merge emails. Create the new campaign activity by clicking Save.ĥ. Important! When creating this new campaign activity, make sure to select the channel E-mail via Mail Merge.Ĥ. From here, navigate to associated campaign activities and click "Add New Campaign Activity."ģ.
In this example, we are using "Test Search Mail Merge Campaign." Please make sure to add your marketing lists if you have not done so yet.Ģ.
Navigate to or create the campaign that you want to associate the mail merge emails to. Also, mail merge must be done from the CRM client for Outlook.ġ. NOTE: This step-by-step process assumes users understand basic to intermediate navigation of Dynamics CRM, and they have already set up their marketing lists. Also, the mail merge emails can be automatically tracked back to CRM and the associated campaign. For one, users can utilize Word to format the email text, while inserting data fields (First Name, Last Name, Title, etc) from Dynamics CRM. There are some advantages to distributing emails via mail merge and campaign activities.
In Dynamics CRM, users can distribute many different activities through campaigns and campaign activities to accomplish marketing tasks. Considerations for Sending Email Blasts from CRM 2011 Campaign Activities
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