Our InboxCast feature makes it easy to prepare and send an email through the ClickDimensions email marketing engine without designing an Email Template in CRM. This way you get the personalized look and feel of a regular email but still get the tracking features of ClickDimensions.
Essentially, you will create the email message in the email client of your choice (Outlook, Gmail, etc.) and then prompt our InboxCast service to create an Email Send version of your original message within CRM. To send the email, you will access the Email Send record in CRM and press send from there. To your recipients, the email will look like it is a standard email message, but in reality, we have looped it into CRM as a ClickDimensions email with all of the tracking features and statistics.
Goals
- Learn how to use InboxCast to create an email in your mail client and convert it into an Email Send in CRM.
- Dynamics 365
- Legacy
Create an Email in Your Mail Client
First prepare your email in your email client (Outlook, Gmail, etc.) If you want to add personalization to the email, it is best to wait until the Email Send is generated in CRM.
NOTE: Some fonts may not be recognized and will switched to a web safe font, such as Times New Roman, once in ClickDimensions, so don't spend too much time here setting your fonts. You can of course try and see if your fonts work for future reference.
NOTE: Do not include attachments in your InboxCast email. InboxCast converts your email into an Email Send in CRM and Email Sends do not support attachments. Once the Email Send is generated, any items you want to attach to the email can be linked within it using the document manager.
Go to the Microsoft CRM Marketing List you want to mail to and click the InboxCast button to see its unique InboxCast email address.
Copy the email address displayed in the pop up window:
Paste the email address in the 'To' field of your original email message and send this email. This sends a prompt to replicate your original email message as an Email Send within CRM; your recipients have not yet been sent the email at this point.
Access the Email Send
Within a few minutes, you will receive a confirmation email in your email client's inbox telling you that your email is ready to be sent from the ClickDimensions email marketing engine. Click the 'Email Send' link to open the CRM Email Send record draft that InboxCast has prepared.
Inspect the Email Send record, add additional recipients if you want (you can add any mix of Leads, Contacts, Accounts and Marketing Lists). You can also edit the email by pressing Full Screen in the HTML Version area. There you can use the drop downs for the dynamic content, just be sure to hit the save button in the editor. When you're ready, click Send.
Your email has now been sent to all recipients listed on the Email Send just like any ClickDimensions email. All tracking results will be linked to the Sent Email Send record.
(Dynamics 2013/2015)Create an Email in Your Mail Client
First prepare your email in your email client (Outlook, Gmail, etc.) If you want to add personalization to the email, it is best to wait until the Email Send is generated in CRM.
NOTE: Some fonts may not be recognized and will switched to a web safe font, such as Times New Roman, once in ClickDimensions, so don't spend too much time here setting your fonts. You can of course try and see if your fonts work for future reference.
NOTE: Do not include attachments in your InboxCast email. InboxCast converts your email into an Email Send in CRM and Email Sends do not support attachments. Once the Email Send is generated, any items you want to attach to the email can be linked within it using the document manager.
Go to the Microsoft CRM Marketing List you want to mail to and click the InboxCast button to see its unique InboxCast email address.
Copy the email address displayed in the pop up window:
Paste the email address in the 'To' field of your original email message and send this email. This sends a prompt to replicate your original email message as an Email Send within CRM; your recipients have not yet been sent the email at this point.
Access the Email Send
Within a few minutes, you will receive a confirmation email in your email client's inbox telling you that your email is ready to be sent from the ClickDimensions email marketing engine. Click the 'Email Send' link to open the CRM Email Send record draft that InboxCast has prepared.
Inspect the Email Send record, add additional recipients if you want (you can add any mix of Leads, Contacts, Accounts and Marketing Lists). You can also edit the email by pressing Full Screen in the HTML Version area. There you can use the drop downs for the dynamic content, just be sure to hit the save button in the editor. When you're ready, click Send.
Your email has now been sent to all recipients listed on the Email Send just like any ClickDimensions email. All tracking results will be linked to the Sent Email Send record.
| Feature Added: Original |
| Feature Updated: 8.1.0 |
| ClickDimensions Version Needed: Any |