Monday, April 21, 2014

MSCRM: How to Use an Email Template for Direct Mail

Email templates are a great time saving tool and they're easy to use for sending out Direct Mail.  First, use a View to select the recipient(s) of your email.  In this example, I am in Contacts using Advanced Find to Query "Contacts with Lost Opportunities this month":




Select the Contacts that you wish to email from the Results list, and click Send Direct Email:



A window will open, select the email template to use.  I've selected a personal email template called Service Contract not renewed that was created in a previous blog.  Click Send to send the emails.  Careful!  You will not have a chance to preview the emails.

However, you can look at the email messages using Advanced Find:


Select the Message to see what was sent (pending send in this case, as AAAlice doesn't have a valid email address :)





and that's it!

N'joy!


4 comments:

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