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Send Personalized Emails To Contacts Through Campaigns

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

The Campaigns feature within Dynamics AX is a great way to plan & manage marketing projects, but it is also a great way to market to your prospects and customers as well.  Once you create your campaign, you can broadcast it through traditional methods like snail mail, or through e-mail blasts with the click of the button.

Getting the word out has never been so easy.

How To Do It…

Start off by creating a campaign, and then assigning your target recipients to it.

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Next, open up the Email Broadcast tab within the Campaign, and select a email template Name.

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If you don’t have an e-mail template created, then just create a new one that has a Subject and a Body.  Remember that you can use the email template placeholders to add in personal information from the Contact and Campaign record.

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Once you have selected the Email Template the Subject and E-mail Text will populate themselves.

To send an e-mail blast to all of the targets within your Campaign just click on the Web Responses menu item within the Broadcast group of the Targets ribbon bar.

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How It Works…

When you check your outbox, then you will see all of the personalized emails.

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How easy is that!



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