Send out transactional Emails

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Posted on by Wannes D

Hi,

When will be finally be able to send out Transactional emails?
This requirement has been asked a lot by my customers.

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@iainwickscrm 52 on at

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Hi, I guess by transactional you mean an individual email with an account update or something like that and not marketing.

This is already possible with customer journeys.

There is a new feature that's been rolling out this last week, which allows you to send an email to a single contact (or up to 30 contacts)

It saves you having to create a customer journey and a segment. Although it does still create those things behind the scenes. It's a bit clunky and not a patch on the "quick Send" feature of ClickDimensions.

There are also one or two bugs with this new feature, but its a starting point.

Personally, I think for the time being that Outlook is your best bet for transactional email.
Stephani on at

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I agree with Iain, it is already possible to send transactional (not marketing) emails through D365 Marketing.

To do this, go to your Email within the Marketing app

Click on the Summary Tab

Change Legal Designation from Commercial to Transactional

docs.microsoft.com/.../email-properties
Wannes D 40 on at

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Thanks for the answer! I agree as well !
Wannes D 40 on at

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Thanks for the answer!
msftmate 177 on at

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[quote user="Stephani"]
I agree with Iain, it is already possible to send transactional (not marketing) emails through D365 Marketing.

To do this, go to your Email within the Marketing app

Click on the Summary Tab

Change Legal Designation from Commercial to Transactional

docs.microsoft.com/.../email-properties
[/quote]
I can confirm this worked!
Wannes D 40 on at

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Hi,

It is, however transactional emails should be send multiple times to the same customer.

Example: A transactional email after a form is submitted should be send each time the contact fills in the form.

Because we can only go through a Customer Journey once, this causes an issue.
Community Member on at

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We are struggling with this issue as well.. We are looking at the Double Opt-In functionality to work around that.. however, the submission doesn't get into D365 until someone clicks the opt-in link in the email.. So while "functionally" it meets the "send an email every time they fill out the form" it doesn't because unless the user reacts tot he email their data is lost in the either.
Fubar 2,761 on at

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@wannes_D not sure if this helps or not, have you tried creating another Content Settings record and setting "Bypass email deduplication" to Yes in it., then using it with the Customer Journey.
Wannes D 40 on at

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Not Sure how this would help as we still need to be able to send to the SAME contact multiple times...

Bypassing deduplication is when multiple contacts have the same email address...
Gemma2020 61 on at

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Did anyone figure this issue out? We also need the same functionality for our contact us forms.