ClickDimensions allows you to send to any combination of Leads, Contacts, Accounts, and Marketing Lists (including any combination of Static or Dynamic Marketing Lists). You'll be able to do this after you've entered the required information into the Email Send record and Saved.
- Dynamics 365
- Legacy
Marketing Lists
You can add multiple marketing lists in any combination of Dynamic or Static, composing of Leads, Contacts, or Accounts. To add Marketing Lists to the Email Send, click the 3 dots beside marketing list within the grid on the Email Send record draft. top right corner of the Marketing Lists box and choose Add Existing Marketing List and use the lookup field that displays to add marketing lists. Any Marketing Lists you attach as recipients will appear in the Marketing Lists grid within the Email Send record.
Individual Lead, Contact, or Account Records
You can add individual Lead and Contact records via the grid within the Email Send record draft. Click the plus sign and choose the desired Lead(s) and Contact(s).
If you wish to add Account records, or if you are using a version of ClickDimensions prior to version 8.8, add your Accounts, Leads, and Contacts in the following way:
Keep in mind that if you send a ClickDimensions email to an Account or list of Accounts, the email will be sent to the email address listed on the Account record itself. The email will not be sent to the primary Contact or all of the Contacts associated with the Account.
Click on the email's Related tab, and choose Accounts, Contacts, or Leads. For this example, we will choose Accounts.
This opens the Account Associated View that displays the individual Accounts that have been associated to the email. Then click on the Add Existing Account button to add more recipients.
This will open a lookup window where you can search for and select the Account(s) you want to send the email to. Click Add.
The Account will appear in the Account grid in the Email Send.
Marketing Lists (Dynamics 2013/2015)
You can add multiple marketing lists in any combination of Dynamic or Static, composing of Leads, Contacts, or Accounts. To add Marketing Lists to the Email Send, click the plus sign at the within the grid on the Email Send record draft. top right corner of the Marketing Lists box and choose Add Existing Marketing List and use the lookup field that displays to add marketing lists. Any Marketing Lists you attach as recipients will appear in the Marketing Lists grid within the Email Send record.
Individual Lead, Contact, or Account Records
You can add individual Lead and Contact records via the grid within the Email Send record draft. Click the plus sign and choose the desired Lead(s) and Contact(s).
If you wish to add Account records, or if you are using a version of ClickDimensions prior to version 8.8, add your Accounts, Leads, and Contacts in the following way:
Keep in mind that if you send a ClickDimensions email to an Account or list of Accounts, the email will be sent to the email address listed on the Account record itself. The email will not be sent to the primary Contact or all of the Contacts associated with the Account.
Click on the associated menu arrow next to the Email Send's name at the top in the navigation bar, and choose Accounts, Contacts, or Leads. For this example, we will choose Contacts.
Then click on the Add Existing Contact button.
Search for and select the Contact you want to send the email to. Click Add.
The Contact will appear in the Contact grid in the Email Send.
FAQs
Will Inactive contacts/leads be sent to?
This behavior has changed after version 10.11. By default, inactive Contacts and Leads will not be sent emails. This is a change from the previous behavior where inactive Contacts and Leads were automatically sent to, and the behavior can be changed in the Inactive Contacts and Leads section of the ClickDimensions Settings Page.
How are Subscription Preferences handled for individually-added recipients?
On the Opt-Out Subscription Method, when a contact/lead is added individually to an Email Send, their Subscription Preferences will not be taken into account. This would apply even if a Marketing List that a contact/lead is associated with a Subscription List that the contact/lead is opted out of. If that same contact/lead is also added to the Email Send individually then they would receive the email as the individual add will not check any Subscription Preferences.
The Email and Bulk Email fields should still be checked during the email processing, so contacts/leads who have globally unsubscribed would not be sent to.
| Feature Added: Original |
| Feature Updated: 8.8.0 |
| ClickDimensions Version Needed: 8.2.0 |