Friday, December 26, 2014

MSCRM 2013: How to Create a Quick Email Campaign from a Marketing List

Quick Campaigns are fast and easy to set up.  Here's how:

Select the records you wish to send an Email to.  You may use a Marketing List or select the records from a View or Advanced Find.  In this example, we'll use a marketing list.  Select Create Quick Campaign from the More Commands area or Click the “+” Add New icon from the Quick Campaigns subgrid:

The Quick Campaign Wizard will guide you through the process.

Note: Checking the box "Select Whether email activities should be closed" will cause emails to be automatically SENT to the Marketing List members upon creation of the Quick Campaign.  If you do not check the box, the emails will remain in Draft form and will NOT be sent:

When the Campaign Wizard is completed, the Quick Create Campaign is also completed.



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