Send e-mail to people on campaign response list

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  Hi Carl,

  I have got suggestion to do this using campaign activity/marketing list as follows...

  Create marketing list and add contact using advanced find which are related this campaign responses...

  Create Campaign activity in your campaign and add above marketing list and click on distribute activity and chose to create email for the same...

  Give a test on your development environment first and then run this on Live...

  Hope this suggestion helps...

   

   

   

  • Proposed as answer by Donna EdwardsMVP Monday, April 12, 2010 8:03 PM
  • Marked as answer by Carl I Monday, April 19, 2010 1:53 PM

  Monday, April 12, 2010 7:09 PM

  Answerer
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  You could also try creating an On Demand workflow with a Send e-mail step. Select the Campaign Responses and run the workflow on the records.  I have not tested this so you'll need to test first. 

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  Regards, Donna

         

  • Proposed as answer by Donna EdwardsMVP Monday, April 12, 2010 8:03 PM

  Monday, April 12, 2010 8:03 PM
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  Thanks for your feedback.

  MayankP: Tried this sollution. But it's a bit heavy. From the users perspective

  1: you'll have to create a marketiting list. Or you could do this by workflow on create of campaign onCreate. And manually add it to the campaign.
  2: you then have ____ users using advance search. Activity Parties (Party) --> Avtivity (Campaign Response) --> Parent Campaign Equals [campaign]. You could of course save this search to make it easier.
  3: Create an campaign activity, fill in fields, save it.
  4: Distibute the campaign actitity.

  Donna: You are not able to fill in text in the e-mail with your sollution.

  A third sollution is to create an e-mail template. Then use a saved advance search as shown above. Fill in the campaign in the search and send e-mail using template to all the people in the result.

  Other easier suggestions?

  thanks

  Friday, April 16, 2010 3:05 PM
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  Donna: You are not able to fill in text in the e-mail with your sollution.

  
  If you want to send the e-mail to all recipients, then I would suspect that the e-mail needs to contain the same data for all the recipients?  I'm probably not understanding your response.  If you want to send different information to each recipient, then I don't think any 'bulk e-mail' solution is going to work.  I'm going to run a few tests and see if I can discover a solution.

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  Regards, Donna

         Windows Live Blog

  Friday, April 16, 2010 4:58 PM
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  After poking around a bit, I think Mayan is on the right track.

  ·    Create a Marketing List and add it to the Campaign that includes the Account, Contact or Lead records for your Campaign Responses.

  ·    Once you have the Marketing List, simply highlight it in the Grid view and select the Quick Campaign button.

   

  If don't want to use the Quick Campaign feature:

  ·    Create a Marketing List and add it to the Campaign that includes the Account, Contact or Lead records for your Campaign Responses.

  ·    Using Advanced Find, query the entity type of your Marketing List (Account, Contact or Lead)

  ·    Your query will find all records where the Related Marketing List = Name Of your Marketing List

  ·    Run the Query and you can select to use Mail Merge or Send Direct E-mail

   

  The tricky part seemed to be finding an easy way to create the Marketing List. Here is one solution that is fairly simple

  ·         Add a field to the Campaign Response Entity to store the Parent Campaign Name

  ·         Create a workflow on the Create of a Campaign Response that updates this new custom field with the name of the Parent Campaign

  o   You don’t need to add the field to the form, just store the data in the db table

  o   This is a one-time effort and does not need to be repeated for each campaign

  ·         Now that each Campaign Response has the name value of the campaign stored in the db table, you can use that value to easily create a Marketing List once you’ve received your Campaign Response

  ·         Use the Manage Members button on the Marketing list and add all members who have a Campaign Response where the ‘custom field’ value = ‘Name of your campaign’

   

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  Regards, Donna

         Windows Live Blog

  • Proposed as answer by Donna EdwardsMVP Friday, April 16, 2010 5:59 PM
  • Marked as answer by Carl I Monday, April 19, 2010 12:58 PM

  Friday, April 16, 2010 5:58 PM
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  Thanks Donna,

  I've been testing further to make the sollution as easy as possible for the end user.

  The workflow and custom field would definatly do the trick. Or you could also do an advanced search as I describe above.

  Search for Contacts:

  • Activity Parties (Party)
  • Activity (Campaign Response)
                 --->  Parent Campaign [ Equals ] [ Fill in your Campaign ]

  You the save this search. And you can re-use it every time you'd like to add members for a marketing list. Just change the parent campaign.

  Then, for each campaign, you would like to send a different bulk response. You suggested two ways of doing this.

  1. Select All and use "Send Direct E-mail". You would have to create a new e-mail template for each campaign to use this.
  2. Quick Campaign: This way, you avoid creating a new template every time. And edit the e-mail going through the quick campaign wizard.

  So after a good discussion here, this is what i'm going to do: Create an save the advanced search. And use the quick campaign wizard to answer all respondees.

  Monday, April 19, 2010 12:58 PM