Contents
When would I use an Advanced Find vs. a Marketing List?
| Marketing List (best practice) | Advanced Find |
|---|---|
| Viewable by entire firm | Must be shared |
| Dynamically Updates or can be static | Control of data points (Columns) |
| Centralized location in CRM | One-time pull of records (no need to save) |
| Designed for use with Quick Campaigns | Adds to an already long list of views |
From which CRM Records can I execute a Direct Email or Quick Campaign?
Quick Campaigns can target accounts, leads, or contacts. Direct Emails can be sent to contacts and leads, but not accounts because accounts do not have email addresses (they simply display the email address on the primary and secondary contacts).
Why did the emails created go to my Draft folder?
Confirm that the browser and Outlook settings are correct on your machine.
When executing a Quick Campaign or Direct Email, why can’t I find the template I created?
If it is doesn't show in the list of available Email Templates in a Quick Campaign or Direct Email, it may be because the template was created for a record type that doesn't match the record type from which you’re starting. For example, if you’re running the Quick Campaign or Direct Email on contacts, but the template was created for a lead, it will not be found when using these look ups. Templates are record specific.
Not all of my Email Messages were sent.
This can happen for a few different reasons. Here are some things to check:
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Contact Preferences are set to Do Not Allow
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The record is missing an Email Address
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When starting from an Account, you selected Email rather than Primary Contact Email Address 1 or Secondary Contact Email Address 1
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The records are inactive
I got an error message saying some fields were locked and not all of my content showed up in the email.
Only information in the body of an email will be sent, excluding data in the Header and Footer.
How can I practice this without actually sending emails to my clients?
We recommend creating a Contact in CRM with your personal email address to practice with. Please do not include your work email address on your CRM Contact record.