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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to group the conta...
Customer experience | Sales, Customer Insights,...
Suggested answer

how to group the contacts by account in a bulk email process?

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Posted on by Jerome P1

Hi,

is there an option to group the contacts by account in a marketing list and send 1 email with all the contacts in the TO of an email?

so instead of sending 2 emails to 2 contacts in the same company, we want 1 email with both contacts in it.

thanks.

  • Qingqing Xin Profile Picture
    Qingqing Xin on at
    RE: how to group the contacts by account in a bulk email process?

    Hi Jerome P1,

    Unfortunately, if you don't have a marketing addon, the functionality you want to implement can't be implemented.

    Regards,

    Qingqing Xin

  • Jerome P1 Profile Picture
    Jerome P1 on at
    RE: how to group the contacts by account in a bulk email process?

    thanks.

    unfortunately we are not using the marketing addon.

    it's not part of our license.

    (but we evaluate some advanced marketing tools on top of the CRM)

  • Suggested answer
    Qingqing Xin Profile Picture
    Qingqing Xin on at
    RE: how to group the contacts by account in a bulk email process?

    Hi Jerome P1,

    Based on your situation, I tested it in the Marketing list in Sales Hub.

    1.Create a new Marketing list, and set List Type to Dynamics.

    6011.png

    2.Save and click ‘Manage Members’ button, and set contition.

    8802.png

    You can see the qualified contacts in ‘Members’ tab.

    5531.png

    3.Select the qualified contacts and click ‘Create Quick Campaigns’.

    44.png

    4.Set ‘Activity Type’ to email and complete email content. Click ‘Create’.

    71431.png

    66.png

    5.The test result is as follows:

    77.png

    Regards,

    Qingqing Xin

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Jerome P1 Profile Picture
    Jerome P1 on at
    RE: how to group the contacts by account in a bulk email process?

    unfortunatly we don't have the marketing license. (I try to convince to get a robust marketing tool on top of the CRM)

    and more than 3000 companies and 5000+ contacts to contact... :-)

    (and it's only part of my issue, this campaign is a crazy one not planned at all and I have to play in the system to solve the problem they generated)

  • Qingqing Xin Profile Picture
    Qingqing Xin on at
    RE: how to group the contacts by account in a bulk email process?

    Hi Jerome P1,

    You can create a segement that contacts are of the same company to solve this issue.

    1.Create a new Dynamics Segement. For more: docs.microsoft.com/.../create-segment

    Picture11.png

    2.Select ‘Add query block’ and set contition.

    Picture12.png

    3.Save and go live. You can see the qualified contacts in ‘Members’ tab.

    Picture13.png

    4.Create a customer journey, select the segement you just created, and set up the process according to the requirements you want.

    Picture14.png

    The test result is as follows:

    Picture15.png

    Regards,

    Qingqing Xin

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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