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CRM 4.0 Quick Campaign limitation work around? RRS feed

  • Question

  • Hi

    I can see that Quick campaigns do not allow me to merge fields into a e-mail template.

    I don't really want sales users creating full campaigns.

    My thought is to create Email merge templates, then select contacts using advanced find and do a direct e-mail (selecting my chosen tempate)

    Then to create a quick campaign on the same advanced find group of contacts and distribute a follow up phone call for the record owners.

    How does that sound as a plan?

    Saturday, May 21, 2011 6:13 AM

Answers

All replies

  • Or upgrade to CRM 2011 - Quick Campaign supports e-mail template (merge fields).


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    Saturday, May 21, 2011 9:50 AM
    Moderator
  • Hi,

    The solution is okay but by using the quick campaign feature the responses will be automatically tracked with in a quick campaign. There could be another solution using plugin development:

    1. Create new text field in email to store the email template id or name (You can not create a lookup of Email Templates in CRM 4.0 due to limitations)

    2. Write a plugin code and register plugin step on creation of new email

    3. In plugin, if template field contains email template name or template id then search for the email template , fill template contents programatically and save it into the email message body.

    Thank You,

    Jehanzeb Javeed,

    http://worldofdynamics.blogspot.com
    Linked-In Profile | CodePlex Profile

    Monday, May 23, 2011 11:22 PM
  • Thanks for your answer.

    How does it automatically track the responses?

    I thought I would have to create a campaign response manually - is that not right?

    Tuesday, May 24, 2011 4:45 AM
  • Hi,

    CRM will check for the incoming email token embedded in the subject and promote it automatically to the quick campaign response.

    Thank You,

    Jehanzeb Javeed,

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile


    Thank You, Jehanzeb Javeed, http://worldofdynamics.blogspot.com Linked-In Profile | CodePlex Profile
    Tuesday, May 24, 2011 1:19 PM
  • Please mark as answer if you find the reply useful.

    Thank You,

    Jehanzeb Javeed,

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile


    Thank You, Jehanzeb Javeed, http://worldofdynamics.blogspot.com Linked-In Profile | CodePlex Profile
    • Proposed as answer by Jehanzeb.Javeed Thursday, May 26, 2011 6:12 PM
    • Unproposed as answer by Jehanzeb.Javeed Thursday, June 2, 2011 5:57 PM
    • Proposed as answer by Jehanzeb.Javeed Thursday, June 2, 2011 5:57 PM
    • Marked as answer by ICW Friday, June 3, 2011 4:44 AM
    Tuesday, May 24, 2011 1:23 PM