CRM Email Marketing Campaign with Opt-Out feature?

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Posted on by RH

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Hey guys so we've been using D365 Sales Enterprise for a while now.

There's a module I hid in the beginning called Marketing Lists/Campaigns, etc.

I have a new list of contacts that I want to import. Then after how can I create a list that will automatically incorporate new Leads and/or Contacts (Opportunities are already Contacts so that's included)? Something about Dynamic vs Static. However do I need to do a new "campaign" each time I want to send out the quarterly email that would include any new additions? We're trying to avoid adding all the new contacts manually, etc.

I don't think we can Insights but I'm not sure where to check or how to use so we designed in another platform the template and used HTML to copy/paste in.

How would we also add an Opt-Out button? If they do click it, would they be excluded from the Marketing Lists?

Any ideas?

Thanks in advance!

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Microsoft Dynamics CRM

Dynamics 365 Sales

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