Quick Send Emails

Set up an Email Template as a Quick Send Template

First, you will set up the Template as a Quick Send Template. Go to Email Templates by navigating to Messaging > Templates.

Create a new template or open one you already have created. In the Quick Send Settings section of the Email Template, change Quick Send Template to Yes. This will allow you to use this template as a Quick Send template going forward.

Set the rest of the options as you would like them. You are filling out all of the fields that would normally be set on the Email Send.

The Category field allows you to select some predefined options to help identify and better understand your email statistics.

In the Campaign field, you can associate a Dynamics campaign record. If you associate a Dynamics Campaign record, you will be able to see all the Sent Email records created from this Quick Send in the Dynamics Campaign record.

The From Record Owner field determines who is listed as the From Name and Email Address. Click to toggle the values from Yes to No. If you select Yes, the From Name and Email Address will come from the owner of the Lead or Contact record that is listed as a recipient. The From Name and From Email address will change dynamically depending upon who the recipient is and which Dynamics user owns the recipient’s record.

A From Name is required in order to send an Email Send record. It can be the company’s name, a personal name, etc... There are no limits in specifying the From Name.

Any valid email address is allowed in the From Email field. The From Email field will receive any replies or auto-response emails to the email blast.

NOTE:These fields are still required if you choose Yes in the From Record Owner section. This is to ensure that there is always a from name and email–just in case a record does not have an owner.

The Transactional field denotes whether this email is a transactional email or not. Transactional means it is a non-marketing email that sends regardless of preferences; for more information see here. Non-transactional emails require a Subscription List to be specified and an opt-out method provided within the email content.

The Subscription List field is used to specify the Subscription List that this particular email will be related to. Subscription Lists help manage opt-ins and opt-outs, so selecting the appropriate Subscription List will ensure that only your recipients who opted-in to this subscription list will receive the message.

NOTE:The Transactional and Subscription List fields will only be present if you are utilizing the ClickDimensions Opt-In Subscription Management style instead of the default Opt-Out style.

Where to See a List of Quick Send-Enabled Templates

If you need to easily find any Email Templates that you have set up as a Quick Send Template at a later date, they will all be listed within the Quick Send Email Templates view.

Send a Quick Send Email

Click here if you want to send the Quick Send to the Opportunity record, otherwise, navigate to the Contact or Lead that you would like to send this email to.

NOTE:The Quick Send Email will only be sent to the address in the recipient's Email Address 1 field.

From the top menu within the Contact, choose ClickDimensions Quick Send.

This window will open when you click on this:

NOTE:If you do not see the Preheader field, you will need to update ClickDimensions to get that feature.

The Email Template field will display a list of all active Email Templates that are marked as Quick Send templates. Choose the Quick Send Email Template you want to use, and the other fields will automatically populate with data set on that Quick Send Email Template record.

NOTE:The list of Quick Send templates will only include Email Templates which your Dynamics security role would allow you to access. For example, if your security role only lets you see Email Templates that you own, you would not see any Quick Send templates that are owned by other users listed here.

Make any changes you want, if any, and then press Send. The email will go out and create an Email Send, Sent Email, and Email Events just like any other email.

See this article for how to see the statistics.

Set up Email Template as a Quick Send Template

First, you will set up the Template as a Quick Send Template. Go to Email Templates by navigating to Messaging  > Templates.

Create a new one or open one you already have created. In the Quick Send Settings change Quick Send Template to Yes.

Set the rest of the options as you would like them. You are filling out all of the fields that would normally be set on the Email Send.

Category

The Category field allows you to select some predefined options to help identify and better understand your email statistics.

Campaign (Optional)

In the Campaign field you can associate a Dynamics campaign record. If you associate a Dynamics Campaign record, you will be able to see all the Sent Email records created from this Quick Send in the Dynamics Campaign record.

From Record Owner (Required)

The From Record Owner field determines who is listed as the From Name and Email Address. Click to toggle the values from Yes to No. If you select Yes, the From Name and Email Address will come from the owner of the Lead or Contact record that is listed as a recipient. The From Name and From Email address will change dynamically depending upon who the recipient is and which Dynamics user owns the recipient’s record.

From Name and From Email (Required)

A From Name is required in order to send an Email Send record. It can be the company’s name, a personal name, etc... There are no limits in specifying the From Name.

Any valid email address is allowed in the From Email field. The From Email field will receive any replies or auto-response emails to the email blast.

  NOTE:These fields are still required if you choose Yes in the From Record Owner section. This is to ensure that there is always a from name and email–just in case a record does not have an owner.

If you need to easily find any Email Templates that you have set up as a Quick Send Template at a later date, they will all be listed within the Quick Send Email Templates view.

Send Quick Send Email

Click here if you want to send the Quick Send to the Opportunity record, otherwise, navigate to the Contact or Lead that you would like to send this email to.

  NOTE:The Quick Send Email will only be sent to the address in the recipient's Email Address 1 field.

From the top menu within the Contact, choose ClickDimensions Quick Send.

This window will open when you click on this:

  NOTE:If you do not see the Preheader field you will need to update ClickDimensions to get that feature.

The Email Template field will display a list of all active Email Templates that are marked as Quick Send templates. Choose the Quick Send Email Template you want to use, and the other fields will automatically populate with data set on that Quick Send Email Template record.

  NOTE:The list of Quick Send templates will only include Email Templates which your Dynamics security role would allow you to access. For example, if your security role only lets you see Email Templates that you own, you would not see any Quick Send templates that are owned by other users listed here.

Make any changes you want, if any, and then press Send. The email will go out and create an Email Send, Sent Email, and Email Events just like any other email.

See this article for how to see the statistics.