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How do I know which emails have gone out from a campaign? RRS feed

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    Hi,
    I've just run a merge to email campaign activity from within a campaign in CRM.  Out of my 22 marketing list members, only 21 emails were sent (I can see that in my outbox).  None of these emails were tracked, which has meant that the responses that I have received so far have not been tracked. (I am having to manually add them as a campaign response, and manually track each emailed response to the contact, as there is no way of tracking them against a campaign)
    How can I see which of the 22 contacts actually got the email (I know that for something this small, I can manually check it, but how would I do that if I had 1,000 contacts and 50 of them had not had an email?)
    The campaign activity has stayed open, and there is nothing against it to say that I have sent the email. (no note added / no attachment of the mailmerge)
    Therefore, if anyone was looking at the CRM, they would think that I have not actually sent the emails.
    Have I done something wrong? (our campaign training was essentially "look shiny!")
    Cheers
    Jo
    Tuesday, May 5, 2009 11:27 AM

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    Hi Jo,

    After you distributed your email campaign activity, you should see who you sent the emails to in your campaign activity record. Also you should see an email activity created for you in the CRM activities list. For a full blown CRM campaign, you have to send out that email. but for a quick campaign, you have the option of having CRM send out the emails automatically for you.

    Regards to tracking your campaign responses, do you have your email router setup? If so, your email can be track automatically.
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    • Proposed as answer by JuergenBeckModerator Tuesday, May 5, 2009 8:37 PM
    • Marked as answer by JoToon Wednesday, May 6, 2009 11:30 AM
    Tuesday, May 5, 2009 4:06 PM
    Moderator
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    There are a lot of different variables that can affect this --
    If you are using the tracking token, if you are using the email router, where the email addresses are stored, etc.
     
    What options do you have set for tracking incoming emails? 
     
    In Outlook, click CRM on the menu bar and go to options/e-mail tab.  Is your tracking option set to track E-mail messages in response to CRM e-mail?
     
    Also, do you have the e-mail router set up to track incoming emails?  If not, you will need to have the checkbox to check incoming e-mail in outlook and determine whether an e-mail should be tracked.
     
    If you use this option, you will have to run the outlook client for these emails to get tracked.  If you use the e-mail router and have it set to track incoming emails, you won't have to .
    "JoToon" wrote in message news:0fb0fc2f-682a-4da 1-b53b-84264a7308b8...
    Update to this - I've now found how to track the outgoing emails (I didn't realise that that was what the "Create Activities" box was for), but the ones coming back in are still not being tracked - how do I track incoming replies without having to "Set regarding" manually?
    Cheers
    Jo
    • Proposed as answer by JuergenBeckModerator Tuesday, May 5, 2009 8:37 PM
    • Marked as answer by JoToon Wednesday, May 6, 2009 11:31 AM
    Tuesday, May 5, 2009 5:05 PM
    Moderator

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    Update to this - I've now found how to track the outgoing emails (I didn't realise that that was what the "Create Activities" box was for), but the ones coming back in are still not being tracked - how do I track incoming replies without having to "Set regarding" manually?
    Cheers
    Jo
    Tuesday, May 5, 2009 1:23 PM
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    Hi Jo,

    After you distributed your email campaign activity, you should see who you sent the emails to in your campaign activity record. Also you should see an email activity created for you in the CRM activities list. For a full blown CRM campaign, you have to send out that email. but for a quick campaign, you have the option of having CRM send out the emails automatically for you.

    Regards to tracking your campaign responses, do you have your email router setup? If so, your email can be track automatically.
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    • Proposed as answer by JuergenBeckModerator Tuesday, May 5, 2009 8:37 PM
    • Marked as answer by JoToon Wednesday, May 6, 2009 11:30 AM
    Tuesday, May 5, 2009 4:06 PM
    Moderator
  • Question
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    There are a lot of different variables that can affect this --
    If you are using the tracking token, if you are using the email router, where the email addresses are stored, etc.
     
    What options do you have set for tracking incoming emails? 
     
    In Outlook, click CRM on the menu bar and go to options/e-mail tab.  Is your tracking option set to track E-mail messages in response to CRM e-mail?
     
    Also, do you have the e-mail router set up to track incoming emails?  If not, you will need to have the checkbox to check incoming e-mail in outlook and determine whether an e-mail should be tracked.
     
    If you use this option, you will have to run the outlook client for these emails to get tracked.  If you use the e-mail router and have it set to track incoming emails, you won't have to .
    "JoToon" wrote in message news:0fb0fc2f-682a-4da 1-b53b-84264a7308b8...
    Update to this - I've now found how to track the outgoing emails (I didn't realise that that was what the "Create Activities" box was for), but the ones coming back in are still not being tracked - how do I track incoming replies without having to "Set regarding" manually?
    Cheers
    Jo
    • Proposed as answer by JuergenBeckModerator Tuesday, May 5, 2009 8:37 PM
    • Marked as answer by JoToon Wednesday, May 6, 2009 11:31 AM
    Tuesday, May 5, 2009 5:05 PM
    Moderator
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    Thanks Darren - again - I hadn't realised that that is what the "Create Activities" tick box was for... (it's there for the campaign where I ticked "create activites" but not for the one where I didn't)
    Wednesday, May 6, 2009 11:30 AM
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    Hi Joel,

    Thanks for this - I think I'm going to have to talk to our tech-admin about this, as some emails from the response are being tracked and some aren't (even though they are from the same address, and have the CRM tracking number in the subject heading...)

    Cheers
    Jo
    Wednesday, May 6, 2009 11:35 AM