Take advantage of e-mail communication methods
Published Date : January 1, 2008
Microsoft Dynamics CRM includes several ways to connect with your customers using e-mail.
Which of these approaches you choose depends on the specific Microsoft Dynamics CRM features you want to take advantage of.
On This Page
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Three ways to send e-mail using Microsoft Dynamics CRM |
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Three sample scenarios |
Three ways to send e-mail using Microsoft Dynamics CRM
In Microsoft Dynamics CRM, you can send e-mail using one of three methods:
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Bulk e-mail
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Quick Campaign
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Full campaign
Note
The following table lists some of the differences between each of the three e-mail communication methods.
| Bulk E-mail | Quick Campaign | Full Campaign | |
|---|---|---|---|
Fig. 1 - Microsoft Dynamics CRM E-mail Communication Methods |
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Templates |
Yes |
No |
No |
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Response Tracking |
Yes (as an activity) |
Yes (as a campaign response) |
Yes (as a campaign response) |
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Unsubscribe Request Tracking |
No |
Yes |
Yes |
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Return on Investment Tracking |
No |
No |
Yes. Return on investment (ROI) can be tracked based on the cost of the campaign and its activities. The Campaign Performance and Campaign Comparison reports can be used to track and compare ROI. |
|
Automatically Send E-mail Messages |
Yes |
Yes |
Yes |
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Use Marketing Lists for Recipient Selection |
No |
No |
Yes |
Three sample scenarios
Based on the differences between these three e-mail communication methods, here are sample scenarios that may help you choose between these methods:
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Bulk mail: Your organization's marketing team sends out a newsletter to existing customers at the end of each month. The newsletter uses a specific template stored in the Settings area or in the Microsoft Office Word template library (for Mail Merge). Detailed response tracking and reporting are unnecessary, and you don't need to use marketing lists to refine or filter the complete list of your customers.
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Quick campaign: Your organization's sales team wants to send out a last-minute 50%-off sale notice to a group of leads they've discovered using the Advanced Find feature. Response tracking is necessary, but detailed reporting is not required. As a one-time campaign, it isn't necessary to save the group of leads as a marketing list for future reuse.
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Full campaign: Your organization is launching a new product six months from now. The marketing campaign will include many types of activities – telesales and events as well as e-mail. You may have purchased a targeted marketing list to use in your campaign. Careful tracking and reporting is crucial to measure the campaign's progress. It is also important to customize each activity to a specific audience and save those groups of accounts, leads, or contacts as marketing lists for future reuse.
