Category Archives for "E-Mail"

2 Click Dimensions QwikTip: Create a standard blank email template

I have found it very convenient to have a standard email template to use as a basis for sending out general-purpose emails.

The template can be named anything you wish, and use which ever email editor you most commonly use.  In my case, I just used the standard Block Editor:

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The default template for the Block Editor provides us with three sections.

In section one I put a salutation and a place marker for the CRM Contact’s first name. This is also where I would add any additional text.

The second section is my signature block.

The third section is the unsubscribe notice.

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To use this template I just open it and use the Click Dimensions Clone feature, change the name and subject of the newly cloned template, then complete the contents of section one to represent whatever topic I’m writing about.

This saves you more time than you think and having the various sections prevents the inadvertent  formatting issues that sometimes arise when creating an HTML-based email.

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 What is CRM doing with my Email?

If you have ever wondered if Dynamics CRM is holding on to your email and not sending it, there is a way to check:

CRM 2011

In CRM 2011, just perform the following steps:

1) Select your Workplace area.

2) Click Activities.

3) Change your Activities view to E-mail.

4) Select My Pending E-mails:

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This will show emails that belong to you.  But what about everyone else?

While the My Pending Emails view is loaded, perform the following steps:

1) Click the Advanced Find button on the Ribbon.

2) Click the Details button to make your criteria editable:

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3) Delete the row that states: Owner Equals: Current User.

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4) Click the Save As button.

5) Work the Query Properties dialog is displayed, remove the word My.

6) Click OK.

7). Click the results button to perform the query.

 

if you go back to the E-Mail Views list, you’ll now see Pending E-mails under My Views:

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