Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Dynamics 365 general forum / Dynamics 365: Send mas...
Dynamics 365 general forum
Answered

Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello Community,

I would like to get feedback and suggestion if the use of the Dynamics 365 Marketing application is the right choice to handle the following requirements:

- Be able to send mass email communication to identified group of contacts

- Be able to view who were sent the email, and the ones that did not view, viewed and responded

If Dynamics 365 Marketing is the right choice, between Marketing List and Segment, which is the right approach to fulfill the requirement? 

Thank you!

Categories:
Applications and Add-ons
  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,196 on at
    RE: Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

    Hi Eric,

    The journey will automatically go to the stopped state when its end date passes.(The value of end date field we set.)

    You could refer to description of different status reasons of customer journey.

    https://docs.microsoft.com/en-us/dynamics365/marketing/go-live#customer-journey-go-live-operations-and-status

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

    Hi Clofly,

    Thanks for your confirmation!

    So after we have "Go Live" with a customer journey, once all the emails have been delivered, is the best practice to then "Stop" the customer journey? Or should we leave it in "Live" mode and let it continue to run? Reason I asked if we should "stop" it is that once all the emails have gone out, I guess its job is done?

    Any thoughts on that?

    Thank you!

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,196 on at
    RE: Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

    Hi Eric,

    Yes, a stopped customer journey is not able to start again.

    Before going live customer journey, be careful to check whether you have configured your customer journey well.

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

    Hi Clofly,

    Thanks again for your inputs!

    For Customer Journey, it looks like once we have "go live" with the customer journey to send out the emails, the same customer journey cannot be used again, is that correct? For example, if I "Stop" and "Go Live" with the same customer journey, it doesn't look like it will send out emails again. I will have to create another new customer journey if I want to send out the same email to the same people.

    Am I correct, or did I miss anything?

    Thanks!

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,196 on at
    RE: Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

    Hi Eric,

    Yes, the customer journey is the only way to send marketing email to contacts, and we need to add at least one segment to the customer journey.

    However, there are two ribbon buttons in marketing email form, which can help us send marketing email quickly.

    Send now:

    When all we want to do is write a quick marketing email with simple personalization and send it to a few selected recipients.

    It will automatically create a static segment and a customer journey to complete whole process.

    Test send:

    We can send marketing email to a specific mailbox to test and check that how our design will exactly appear on different clients or devices,(Outlook 2016, Outlook Web, Gmail, iOS and Android.)

    and a draft status marketing email is also supported with the Test send feature.

    Due to it is used for test purpose, so customer journey is not required for this situation.

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

    Hi Clofly,

    Thank you very much for your inputs!

    To send mass email using segment, is customer journey required as well? It appears segment cannot work without defining a customer journey, is this correct? Or can I trigger a marketing email and specify the segment as the recipient of the email directly?

    Many thanks again!

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,196 on at
    RE: Dynamics 365: Send mass email and view who were sent the email, viewed, not viewed, responded

    Hi Partner,

    Yes, Dynamics 365 Marketing is able to meet both of requirements above.

    https://docs.microsoft.com/en-us/dynamics365/marketing/prepare-marketing-emails#how-marketing-email-works-in-dynamics-365-marketing

    The right approach would be Segment, because Dynamics 365 Marketing will only send mass email to members(contacts) of segment,

    if you would like to send mass email to members of a marketing list, the solution is to build a marketing list based segment.

    Please refer to following article for comparison between Segment and Marketing List:

    https://docs.microsoft.com/en-us/dynamics365/marketing/segments-vs-lists

    Regards,

    Clofly 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans