Configuring Marketing

In Microsoft Dynamics CRM, you can configure several options specifically for the Marketing feature:

• Whether you allow e-mail communications using mail merge within campaigns Marketing programs that use many communication vehicles to accomplish specific results. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers.
• Whether the system automatically creates a campaign response A record of the communication you receive from a potential customer in response to a specific campaign. as the result of an incoming e-mail message
• How to handle requests from customers who want to unsubscribe from your e-mail communications

Allowing your users to send e-mail using mail merge in campaigns

By default, Microsoft Dynamics CRM does not allow users to send e-mail messages as campaign activities using the mail merge feature from campaigns. To enable users to send e-mail messages using mail merge from campaigns, override this default setting.

Creating campaign responses automatically from incoming e-mail messages

If the subject line of the e-mail that your users have sent from Microsoft Dynamics CRM includes the campaign code and the e-mail address for the incoming e-mail matches an e-mail address for a customer record, Microsoft Dynamics CRM can automatically create a campaign response based on the incoming e-mail message.

Managing unsubscribe requests

To let your customers unsubscribe from e-mail marketing communications your organization sends them, you can configure several options:

• Whether to allow your customers to unsubscribe from future marketing communications
• Whether to send an acknowledgement message to the customer when they unsubscribe
• Which e-mail template to use for the acknowledgement message

When you enable your customers to unsubscribe, Microsoft Dynamics CRM inserts a link into each outgoing e-mail message. When the customer clicks the link, the e-mail application opens a new message with the unsubscribe information in the subject line. When the customer sends the e-mail message and Microsoft Dynamics CRM receives it, Microsoft Dynamics CRM automatically sets an option in the account, contact, or lead record to prevent the person from receiving any future marketing communications from your organization.