Dynamics Community Forum Thread Details

Mail Merge with link to opt-in

We are looking to mail-merge our Dynamics CRM Online contacts via our outlook plugin, for the purposes of generating a mailshot for GDPR reasons.

We know how to Mailmerge, but not how to get the desired goal below.

We want to include a link that if clicked will automatically feed back into CRM.

Is this possible?

Email template example

Hi Joe,

With GDPR coming into effect soon, we would like your permission to continue to email you regarding our courses and offers.

If you agree to opt-in to our future marketing emails please click the link below.

http://crmonline.onmicroosft.com/useroptin.yes.

This link if clicked would be unqiue to the user, if clicked would enable "Yes" on a field such as "Has opted in"

Can any explain the easiest way to do this, if it's possible out the box.

Or if you recommend a 3rd party integration to use our existing marketing lists/contacts on CRM to generate such a thing.

Please help, thanks.

Categories:

Mail Merge

Hello,

the classic communication tool in CRM, like email activities, mail merge, etc. do not support automated generation of unique links towards the audience and allow you to take action accordingly.

But with the Microsoft product Dynamics 365 for Marketing we have introduces a new application that can be used for this purpose. It features automation capabilities and included dedicated features to implement Consent management, also with additional email validation loops. With that tool you can build re-consenting customer journeys which you can use to reconfirm granular consent (like allow to send transactional messages, marketing messaging, allow automated decision making) and provide subscription centers where your audience at any time may update their data and give consent. With this tool you can design your customer journeys to respect the consent given and make sure that you reach out with your marketing activities to audience that have given respective consent.

Hope this helps!

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