Quick Send email functionality in Dynamics Marketing

  • Quick Send email functionality in Dynamics Marketing

    Posted by Tina Bova on October 7, 2024 at 1:28 pm

    Has anyone utilized this functionality in Dynamics Marketing.

    Previously, we have utilized Click Dimensions and have ~40 Quick Send templates that we need to duplicate for Dynamics and can only find “individual” email send that allows modifications to text and template. (To prevent this – will we need to create a Journey for each one? Is the only option to go through Timeline to send?)

    Appreciate any feedback/guidance/tips on the Quick Send email functionality.

    Thank You!

    Ivan Farafonov replied 4 days, 4 hours ago 2 Members · 1 Reply
  • 1 Reply
  • Ivan Farafonov

    Member
    January 23, 2025 at 4:53 am
    Up
    0
    Down
    ::

    Hi there,

    According to microsoft documentation it is only possible to create templates per customer by default. With the help of Dynamics 365 Journeys you can create a group for your recipients and set up a customer journey to send your message. Once it’s ready, the journey starts sending out messages right away. You can check the results anytime by opening the customer journey. Both the group and the journey will have the same name as your email, so it’s easy to find them.

    But,

    There are some limitations of the quick send feature.

    The quick send feature for marketing emails is simpler than the usual method. But there are some limits to it.

    First, you can only send it to 30 contacts at once. You have to pick each one by hand, like a static segment.

    Next, you can use dynamic tags in your message. But you can’t use relations. This means you can include just one level of info.

    Finally, your message still needs to pass the usual error check.

    But you can always make customizations in the system. You can ask for one of the Dynamics Marketing Consultants https://www.hiredynamicsdevelopers.com/hire-microsoft-dynamics-365-marketing-consultants/ for full research of your case and then hire BC Developers to create required Customization.

Log in to reply.

Welcome to our new site!

Here you will find a wealth of information created for people  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!