Monthly Archives: September 2014

3 Click Dimensions: Use webinar data to create marketing lists

One of the things that I really love about the integration between GoTo Webinar and Click Dimensions is the ability to automatically download registrant and attendee data directly into Dynamics CRM.

I am going to spend a few blog articles discussing how I utilize this new integration.

 

Building a Marketing List

I am not sure about you, but I use Marketing Lists to drive all of my communications with both customers and prospects. Let’s take a quick review of how we can create a marketing list from the data returned from GoTo Webinar.

One thing that I should mention, I am performing this process after the webinar has completed. That way I can capture not only everyone who registered, but also those that attended.

 

Step 1: Create the Marketing List

The first thing we need to do is to create a Marketing List to hold our Contacts. It will look something like this:

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I am creating a Static Marketing List because at some point in the future, I may wish to begin a Nurture Campaign, which requires the Marketing List be Static.

 

Step 2: Add Contacts

After the Marketing List has been saved, we need to add our Members, which can be done by clicking the Manage Members button on the Command Bar. This will display the Manage Members dialog:

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Today, I am going to be using the Add using Advanced Find option.

Make that selection then click the Continue button.

 

Step 3: Select the Event Participants using Advanced Find

Here is how we are selecting the Contacts:

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We are actually going to query the related entity: Event Participants (Contact) where the Event Equals the name of the event.

In my case, I actually had three separate events so my criteria looks like this:

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When you are finished with your query, click the Find button and you will see a list of contacts that meet that criteria:

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Step 3: Review the Results

Once you are satisfied with the results of your query, select Add all the members returned by the search to the marketing list option, then click the Add to Marketing List button.

 

Step 4: Verify Your Results

When you are returned to the Marketing List, review the associated Marketing List Members area to see the Contacts who either registered or attended your webinar:

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Final Thoughts

The above steps will add all of the people who registered for your webinar, regardless of if they actually attended or not.

We’ll talk about the differences there soon.

2 Do not allow bulk email. Good or Bad?

If you have any of the marketing solutions that integrate with Dynamics CRM, like Click Dimensions, Silverpop, or PowerMailChimp,(to name a few) then sooner or later, someone that you are emailing may choose to “unsubscribe” from your communications.

 

Is that a good thing or a bad thing?

Well, I think that is totally dependent on your situation, but it is not necessarily a bad thing. It is only that they don’t want you sending them bulk emails anymore.

Most of the modern email marketing packages (like the ones mentioned above), have some facility, and possibly a requirement, for allowing the recipient to unsubscribe from your bulk-communication.

Normally, this does not set a similar communication setting: Do not allow email, which controls even normal email correspondence to the recipient.

 

What to do Next?

So, the question is: What do you do with the people with whom you cannot bulk email?

Again, that depends on your situation.

If your only email interaction with them is a bulk email, then they are probably no longer useful to you so you can disable them (I don’t recommend deletion).

If you have a mix of individual communications and bulk email, then you can probably leave them active and only engage when you have communication specific to them.

 

Identify Contacts with Do Not Allow Bulk Email

You may use Advanced Find to locate these Contacts, but first you must enable the field for searching as outlined in this article.

Here is the actual Advanced Find you need to use:

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Note: I also add the Do not allow bulk email and Do not allow email fields to the results to perform a comparison.

 

Final Thoughts

I would advise caution when deactivating Contacts who have the Do not allow bulk email set. You really need to understand why that setting was set.  Here are a few things to watch out for:

1. Does your email marketing software have an automated policy that will disable bulk emails should it receive a hard or soft bounce?

2. Did the recipient select unsubscribe manually?

3. Did the original recipient forward the email to other people within their organization and did one of them click unsubscribe. (the marketing software will no know this, in most cases.)

4. When unsure of why this setting was checked, then email the recipient individually and ask.  I have seen instances where someone was unsubscribed and neither they nor I know why.

 

Anyway, just some things to think about. I like having my data as clean as possible and this is just one more method for that.

1 Enable the Contact Field: Do Not Allow Bulk Email to be used in Advanced Find

It turns out that the Searchable proper on the Contact field Do not allow bulk emails defaults to No, as you can see below:

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This is a problem when you want to perform a search for Contacts who have this field set to Yes.

To change this setting, perform these steps:

1. Select Settings, Customization, Customize the System.

2. When the Default Solution is displayed, Navigate to Entities.

3. Then navigate and expand Contact.

4. Click on Fields.

5. Locate the field: Do not allow bulk emails.

6. Chang the Searchable setting to Yes.

7. On the Toolbar, click the Save and Close button.

8. Publish Contact (or All Customizations).

 

Now, when you are performing an Advanced Find on the Contact entity, you will be able to see the Do not allow bulk emails in the drop-down list.

We’ll talk more about how and why this is a useful feature tomorrow.