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Can i send email from a queue using Quick Campaign? RRS feed

  • Question

  • Can i send email to a marketing list from a queue email address using Quick Campaign?

    I only seem to be a able to see Users in the 'From' box????

    David Kelly


    Wednesday, September 12, 2012 4:09 PM

Answers

  • Hi,

    For more info on 'scope' of a workflow, this post describes it pretty well. I'd also recommend a book called 'Building Business Processes' by Richard Knudson (http://www.crmbizbook.com/).

    In short, scope controls who triggers the workflow when automatic triggers are in effect. let's sat I have a workflow that is set to fire on create, if I own the workflow and it is set to organisational, then all users will trigger it. If set it to 'Business unit' then all users in my business unit will trigger it and so on for parent/child and user owned.

    It doesn't really have any bearing on what your workflow is doing. I'd set yours to organisational as you'd want the workflow to fire for everyone I think.

    Send as another user is a privilege in your security role that allows you to send an email that has the 'from' set to someone else.

    Rob 


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by David J Kelly Friday, November 2, 2012 1:04 PM
    Thursday, September 13, 2012 8:24 PM
    Answerer

All replies

  • Hi David,

    You should be able to select queues in the 'From' field when creating a quick campaign email shot. Ensure your security role has the 'Send Email as Another User' privilege set (in the business management tab in the security role). Also ensure you have a queue created that has an email address defined. I also presume your email router is configured to send from this queue.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Wednesday, September 12, 2012 8:08 PM
    Answerer
  • Thanks Rob,

    I will give this a go. Can you just confim which setting it should be set to? user, business unit, deep parent-child, organisation? I am a bit confused what these 4 different settings mean in the context of 'send as another user'?

    Does this mean that for example if set to business unit level, you can only send as other users in your business unit???

    Dave


    David Kelly

    Wednesday, September 12, 2012 9:48 PM
  • Hi,

    For more info on 'scope' of a workflow, this post describes it pretty well. I'd also recommend a book called 'Building Business Processes' by Richard Knudson (http://www.crmbizbook.com/).

    In short, scope controls who triggers the workflow when automatic triggers are in effect. let's sat I have a workflow that is set to fire on create, if I own the workflow and it is set to organisational, then all users will trigger it. If set it to 'Business unit' then all users in my business unit will trigger it and so on for parent/child and user owned.

    It doesn't really have any bearing on what your workflow is doing. I'd set yours to organisational as you'd want the workflow to fire for everyone I think.

    Send as another user is a privilege in your security role that allows you to send an email that has the 'from' set to someone else.

    Rob 


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by David J Kelly Friday, November 2, 2012 1:04 PM
    Thursday, September 13, 2012 8:24 PM
    Answerer