Books
in black and white
Main menu
Home About us Share a book
Books
Biology Business Chemistry Computers Culture Economics Fiction Games Guide History Management Mathematical Medicine Mental Fitnes Physics Psychology Scince Sport Technics
Ads

A raference for the rest of us - Scott J.

Scott J. A raference for the rest of us - Wiley publishing , 2003. - 387 p.
ISBN: 0-7645-1698-1
Download (direct link): microsoftcrmford2003.pdf
Previous << 1 .. 30 31 32 33 34 35 < 36 > 37 38 39 40 41 42 .. 117 >> Next

5. Click the first option; Selected Items on This Page.
This option sends one copy of the Template to the Account you checked in Step 3.
6. Click OK.
The e-mail Template is personalized to the selected Account and sent.
Direct e-mail to multiple recipients (e-mail merge)
The real power here of course, is to send a Template to multiple Accounts or Contacts. A custom e-mail message sent to several selected Contacts can be very useful. Or by using the Advanced Find feature, you can select all the Accounts in New York and New Jersey, for example. Then you can send a custom e-mail message to every Account defined in the Advanced Find process.
96
Part II: Managing Sales
Figure 7-12:
Selecting multiple Contacts for an e-mail.
Sending a Template to multiple recipients based on selection
Follow these steps to send an e-mail Template to selected Contacts:
1. Click the (Sales or Service) button at the bottom of the Microsoft CRM window, the button that corresponds to the type of Contact Record you’re e-mailing to.
The (Sales or Service): Contact Manager window appears.
2. Click the Contacts tab in the panel to the left of the (Sales or Service): Contact Manager window main display.
The (Sales or Service): Contact Manager window now displays all Contacts.
3. Click the check boxes to the left of every Contact to whom you want to send the Template, as shown in Figure 7-12.
4. Click the Actions button in the menu bar at the top of the list of Contacts and select Send Direct E-Mail.
The Send Direct E-Mail dialog window appears.
5. Select the appropriate Template from the list of Contact Templates and make sure to check the option Selected items on this page.
6. Click Send.
The Template is sent to all the Contacts you checked in Step 3.
Figure 7-13:
Using Advanced Find to set up your mailing list.
Chapter 7: Using Your E-Mail 97
Sending a Template to multiple recipients based on an advanced find
Follow these steps to send an e-mail Template to all Accounts in (for example) New York and New Jersey:
1. Click the (Sales or Service) button at the bottom of the Microsoft CRM window, the button that corresponds to the type of Contact Record you’re e-mailing to.
The (Sales or Service): Manager window appears.
2. Choose ToolsOAdvanced Find.
The Advanced Find window appears (as shown in Figure 7-13). Here is where you define the values for your search.
3. Click the drop-down arrow to the right of the Find In field and select Account.
Note that, from this drop-down menu, you can construct searches using any combination of values from 14 different Record types. Selecting a particular Record type defines the fields you may select to create your search. Try it. Select Cases in the Find In field and notice that the options displayed in the drop-down menus under the Field column are Case-related. Try a couple of other values in the Find In field and take a look at the Field options associated with each. Make sure to switch back to Account.
r > IT r~ > r OllMtc r>tK»#, M*fV7 d
d
0«« 3 1

98 Part II: Managing Sales
4. Click the drop-down arrow to the right of the first field and then select State/Province.
In this case, I want to send an e-mail Template to all my Accounts in New York or New Jersey. You can select Account Name, Account Number, Industry, or in fact, any of the fields associated with an Account.
This tells Microsoft CRM that the search that you’re about to conduct will first look in the State/Province field. Your values, however, may differ, depending on which field options you chose.
5. Click the drop-down arrow to the right of the Condition field and select Equals, Does Not Equal, Contains, Begins With, Ends With, or several other conditional values.
6. Enter a state abbreviation in the Value field.
By using the semicolon, you can define two possible values for this field. If you enter different fields or values, your results would be different than mine.
7. Click Go.
The search results appear in the lower windowpane.
8. Click Actions from the menu bar directly over the list of search results and select Send Direct E-Mail.
The Send Direct E-Mail dialog window appears.
9. Select the appropriate Template from the Account Templates list.
Note that the All Items Only on This Page option is selected by default. This option sends the Template to all the Accounts that matched your search criteria.
10. Click Send.
The Send Direct E-Mail dialog window closes and you’re returned to the Advanced Find window. The E-mails have been sent.
You can use Advanced Find to search for Records based on the values in several different fields. For example, you could search for all Accounts that are in New York or New Jersey (as I just did) that also have an e-mail address (“E-mail Contains Data”). This last condition (“E-mail Contains Data”) should be a standard part of every direct e-mail campaign. It’s not productive to attempt to send e-mails to Contacts who don’t have e-mail addresses.
Previous << 1 .. 30 31 32 33 34 35 < 36 > 37 38 39 40 41 42 .. 117 >> Next