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Re: Direct Email in Campaign?
Is this in v3?
add your contacts to a marketing list, create the campaign against the marketing list then add an activity as your marketing activity. CRM will generate the activities for you. ======================= John O'Donnell Microsoft CRM MVP http://codegallery.gotdotnet.com/crm "bribri" <bribri@discussions.microsoft.com> wrote in message news:FFC61A45-7638-4CC2-80B5-E45969614112@microsoft.com... > How do I send Direct Email to large lists in a campaign? It seems as if I > have to send an individual email to each activity. This means I have > about > 3500 activities to send, how am I supposed to deal with that??? |
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Re: Direct Email in Campaign?
Hi John,
Thanks for the reply. However, your answer is simply stating my question. I create a campaign and 3500 activities are created. However, I have to send the same email to all 3500 using a precreated template. I now have to go through each activity one by one. Going through 3,428 activities one by one will take a very long time. I would love to use the campaign module to track success rates, but because it doesn't offer bulk email capabilities (neither does marketing lists), I'm forced to use an alternative tool other then CRM..... Any thoughts John? "John O'Donnell" wrote: > Is this in v3? > > add your contacts to a marketing list, create the campaign against the > marketing list then add an activity as your marketing activity. CRM will > generate the activities for you. > > > ======================= > John O'Donnell > Microsoft CRM MVP > http://codegallery.gotdotnet.com/crm > > > > > "bribri" <bribri@discussions.microsoft.com> wrote in message > news:FFC61A45-7638-4CC2-80B5-E45969614112@microsoft.com... > > How do I send Direct Email to large lists in a campaign? It seems as if I > > have to send an individual email to each activity. This means I have > > about > > 3500 activities to send, how am I supposed to deal with that??? > > > |
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Re: Direct Email in Campaign?
ok heres the confusion...why are you not making the marketing campaign an
email? I guess I assume you want a maketing campaign where you send more than 1 activity to each contact in the list? ======================= John O'Donnell Microsoft CRM MVP http://codegallery.gotdotnet.com/crm "bribri" <bribri@discussions.microsoft.com> wrote in message news:60F6B53A-0249-46F9-96BD-FCED980F573C@microsoft.com... > Hi John, > > Thanks for the reply. However, your answer is simply stating my question. > I create a campaign and 3500 activities are created. However, I have to > send > the same email to all 3500 using a precreated template. I now have to go > through each activity one by one. Going through 3,428 activities one by > one > will take a very long time. > > I would love to use the campaign module to track success rates, but > because > it doesn't offer bulk email capabilities (neither does marketing lists), > I'm > forced to use an alternative tool other then CRM..... > > Any thoughts John? > > "John O'Donnell" wrote: > >> Is this in v3? >> >> add your contacts to a marketing list, create the campaign against the >> marketing list then add an activity as your marketing activity. CRM will >> generate the activities for you. >> >> >> ======================= >> John O'Donnell >> Microsoft CRM MVP >> http://codegallery.gotdotnet.com/crm >> >> >> >> >> "bribri" <bribri@discussions.microsoft.com> wrote in message >> news:FFC61A45-7638-4CC2-80B5-E45969614112@microsoft.com... >> > How do I send Direct Email to large lists in a campaign? It seems as >> > if I >> > have to send an individual email to each activity. This means I have >> > about >> > 3500 activities to send, how am I supposed to deal with that??? >> >> >> |
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Re: Direct Email in Campaign?
why do you think crm does not offer bulk email - if you create a marketing
campaign and assign a list of contacts you can add an email activity and send an email out in one go no matter how many you want to send out also in a campaign you can have multiple activities assigned -- ======================= John O'Donnell Microsoft CRM MVP http://codegallery.gotdotnet.com/crm "bribri" <bribri@discussions.microsoft.com> wrote in message news:60F6B53A-0249-46F9-96BD-FCED980F573C@microsoft.com... > Hi John, > > Thanks for the reply. However, your answer is simply stating my question. > I create a campaign and 3500 activities are created. However, I have to > send > the same email to all 3500 using a precreated template. I now have to go > through each activity one by one. Going through 3,428 activities one by > one > will take a very long time. > > I would love to use the campaign module to track success rates, but > because > it doesn't offer bulk email capabilities (neither does marketing lists), > I'm > forced to use an alternative tool other then CRM..... > > Any thoughts John? > > "John O'Donnell" wrote: > >> Is this in v3? >> >> add your contacts to a marketing list, create the campaign against the >> marketing list then add an activity as your marketing activity. CRM will >> generate the activities for you. >> >> >> ======================= >> John O'Donnell >> Microsoft CRM MVP >> http://codegallery.gotdotnet.com/crm >> >> >> >> >> "bribri" <bribri@discussions.microsoft.com> wrote in message >> news:FFC61A45-7638-4CC2-80B5-E45969614112@microsoft.com... >> > How do I send Direct Email to large lists in a campaign? It seems as >> > if I >> > have to send an individual email to each activity. This means I have >> > about >> > 3500 activities to send, how am I supposed to deal with that??? >> >> >> |
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Re: Direct Email in Campaign?
I found the same problem.
You can create a marketing campaign, add a targeted marketing list, create a campaign activity. Select email, fill in the rest of the details, save the activity. Next when you click 'Distribute activity' you can enter the dialog, after you click finish Crm creates the email activity for each member of the targeted marketing lists. However all the messages have status reason 'Draft'. Apperantly there is no way to automatically send all the messages to the users (Actually do the bulk mailing). Is there any way Crm allows for this John? -- Patrick Verbeeten (MCSD) Lead Developer Aviva IT http://www.aviva-it.nl "bribri" <bribri@discussions.microsoft.com> wrote in message news:60F6B53A-0249-46F9-96BD-FCED980F573C@microsoft.com... > Hi John, > > Thanks for the reply. However, your answer is simply stating my question. > I create a campaign and 3500 activities are created. However, I have to > send > the same email to all 3500 using a precreated template. I now have to go > through each activity one by one. Going through 3,428 activities one by > one > will take a very long time. > > I would love to use the campaign module to track success rates, but > because > it doesn't offer bulk email capabilities (neither does marketing lists), > I'm > forced to use an alternative tool other then CRM..... > > Any thoughts John? > > "John O'Donnell" wrote: > >> Is this in v3? >> >> add your contacts to a marketing list, create the campaign against the >> marketing list then add an activity as your marketing activity. CRM will >> generate the activities for you. >> >> >> ======================= >> John O'Donnell >> Microsoft CRM MVP >> http://codegallery.gotdotnet.com/crm >> >> >> >> >> "bribri" <bribri@discussions.microsoft.com> wrote in message >> news:FFC61A45-7638-4CC2-80B5-E45969614112@microsoft.com... >> > How do I send Direct Email to large lists in a campaign? It seems as >> > if I >> > have to send an individual email to each activity. This means I have >> > about >> > 3500 activities to send, how am I supposed to deal with that??? >> >> >> |
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Re: Direct Email in Campaign?
Hi John,
Yes, I understand your process for setting up a campaign. Here is the process I followed, it's almost identical to what you said. I imported a list of companies as "Leads". I then created a marketing list based on certain criteria, such as product interest. I then created an email campaign with the marketing list and hit "Distribute Campaign" just as you mentioned. The problem is that it doesn't automatically SEND the emails. It is nice because it creates the activities, but it does not actually SEND the emails. So now, I have to send 3500 emails ONE by ONE!!!! I will not be able to use the campaign functionality because of this reason. I will not be able to use the Marketing List function either. The only way to send bulk email is on the Lead list which does not provide filter capabilities. I recommend MS CRM add a bulk email option to "Marketing List" or figure out a way to automatically send emails out of a campaign. Is there a work around for my issue or is it "tough luck"? "Patrick" wrote: > I found the same problem. > You can create a marketing campaign, add a targeted marketing list, create a > campaign activity. Select email, fill in the rest of the details, save the > activity. Next when you click 'Distribute activity' you can enter the > dialog, after you click finish Crm creates the email activity for each > member of the targeted marketing lists. However all the messages have status > reason 'Draft'. Apperantly there is no way to automatically send all the > messages to the users (Actually do the bulk mailing). > > Is there any way Crm allows for this John? > > -- > Patrick Verbeeten (MCSD) > Lead Developer > Aviva IT http://www.aviva-it.nl > > > "bribri" <bribri@discussions.microsoft.com> wrote in message > news:60F6B53A-0249-46F9-96BD-FCED980F573C@microsoft.com... > > Hi John, > > > > Thanks for the reply. However, your answer is simply stating my question. > > I create a campaign and 3500 activities are created. However, I have to > > send > > the same email to all 3500 using a precreated template. I now have to go > > through each activity one by one. Going through 3,428 activities one by > > one > > will take a very long time. > > > > I would love to use the campaign module to track success rates, but > > because > > it doesn't offer bulk email capabilities (neither does marketing lists), > > I'm > > forced to use an alternative tool other then CRM..... > > > > Any thoughts John? > > > > "John O'Donnell" wrote: > > > >> Is this in v3? > >> > >> add your contacts to a marketing list, create the campaign against the > >> marketing list then add an activity as your marketing activity. CRM will > >> generate the activities for you. > >> > >> > >> ======================= > >> John O'Donnell > >> Microsoft CRM MVP > >> http://codegallery.gotdotnet.com/crm > >> > >> > >> > >> > >> "bribri" <bribri@discussions.microsoft.com> wrote in message > >> news:FFC61A45-7638-4CC2-80B5-E45969614112@microsoft.com... > >> > How do I send Direct Email to large lists in a campaign? It seems as > >> > if I > >> > have to send an individual email to each activity. This means I have > >> > about > >> > 3500 activities to send, how am I supposed to deal with that??? > >> > >> > >> > > > |
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Re: Direct Email in Campaign?
I have the same issue; I don't understand why it was set up this way.
Thanks Jon "bribri" <bribri@discussions.microsoft.com> wrote in message news:31E0AE59-0DD6-45C4-93CF-6D9BF3CB8AA1@microsoft.com... > Hi John, > > Yes, I understand your process for setting up a campaign. Here is the > process I followed, it's almost identical to what you said. I imported a > list of companies as "Leads". I then created a marketing list based on > certain criteria, such as product interest. I then created an email > campaign > with the marketing list and hit "Distribute Campaign" just as you > mentioned. > The problem is that it doesn't automatically SEND the emails. It is nice > because it creates the activities, but it does not actually SEND the > emails. > So now, I have to send 3500 emails ONE by ONE!!!! I will not be able to > use > the campaign functionality because of this reason. I will not be able to > use > the Marketing List function either. The only way to send bulk email is on > the Lead list which does not provide filter capabilities. > > I recommend MS CRM add a bulk email option to "Marketing List" or figure > out > a way to automatically send emails out of a campaign. Is there a work > around > for my issue or is it "tough luck"? > > "Patrick" wrote: > >> I found the same problem. >> You can create a marketing campaign, add a targeted marketing list, >> create a >> campaign activity. Select email, fill in the rest of the details, save >> the >> activity. Next when you click 'Distribute activity' you can enter the >> dialog, after you click finish Crm creates the email activity for each >> member of the targeted marketing lists. However all the messages have >> status >> reason 'Draft'. Apperantly there is no way to automatically send all the >> messages to the users (Actually do the bulk mailing). >> >> Is there any way Crm allows for this John? >> >> -- >> Patrick Verbeeten (MCSD) >> Lead Developer >> Aviva IT http://www.aviva-it.nl >> >> >> "bribri" <bribri@discussions.microsoft.com> wrote in message >> news:60F6B53A-0249-46F9-96BD-FCED980F573C@microsoft.com... >> > Hi John, >> > >> > Thanks for the reply. However, your answer is simply stating my >> > question. >> > I create a campaign and 3500 activities are created. However, I have >> > to >> > send >> > the same email to all 3500 using a precreated template. I now have to >> > go >> > through each activity one by one. Going through 3,428 activities one >> > by >> > one >> > will take a very long time. >> > >> > I would love to use the campaign module to track success rates, but >> > because >> > it doesn't offer bulk email capabilities (neither does marketing >> > lists), >> > I'm >> > forced to use an alternative tool other then CRM..... >> > >> > Any thoughts John? >> > >> > "John O'Donnell" wrote: >> > >> >> Is this in v3? >> >> >> >> add your contacts to a marketing list, create the campaign against the >> >> marketing list then add an activity as your marketing activity. CRM >> >> will >> >> generate the activities for you. >> >> >> >> >> >> ======================= >> >> John O'Donnell >> >> Microsoft CRM MVP >> >> http://codegallery.gotdotnet.com/crm >> >> >> >> >> >> >> >> >> >> "bribri" <bribri@discussions.microsoft.com> wrote in message >> >> news:FFC61A45-7638-4CC2-80B5-E45969614112@microsoft.com... >> >> > How do I send Direct Email to large lists in a campaign? It seems >> >> > as >> >> > if I >> >> > have to send an individual email to each activity. This means I >> >> > have >> >> > about >> >> > 3500 activities to send, how am I supposed to deal with that??? >> >> >> >> >> >> >> >> >> |
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