Sending out an email using Workflow and monitor the results

 In Microsoft Dynamics CRM Blog

A number of our clients want to be able to automatically (or on-demand) send out an email to a Contact but be able to track the results of it. In this example below, we are leveraging CRM + ClickDimensions to accomplish this result.

Here are the steps to set it up in CRM:

  • Start by creating a new Workflow
    • Name
    • Entity: On the Contact
    • “As an on-demand process” (this will allow you to easily test it)
    • Create – Send ClickDimensions Email

  • Set Properties
    • Subject (This goes on the external Subject to the Contact)
    • Email Template – Select the CD Email Template
    • Record Owner Yes/No
    • From
    • Recipient
    • Contact
  • Activate the Workflow

 

  • Run the Workflow
    • Highlight a Contact (or multiple Contacts)
    • Run the Workflow against these Contacts

  • See the Email that went out

  • Monitor the Results
    • Deliveries
    • Clicks
    • Opens
    • Bounces
    • Unsubscribes

To learn more about delivering exceptional customer service with industry-leading best practices with Microsoft Dynamics CRM talk to us.

David Kohar
David has an extensive track record within the CRM marketplace and has been involved in the CRM industry since it began. His knowledge has established him as a leading expert in Microsoft Dynamics CRM. David leads Sales Support, Corporate Adoption Programs and Solutions for prospective and current customers.
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