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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / scheduled batch delive...
Customer Insights - Journeys forum

scheduled batch delivery / throttling outgoing emails

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Posted on by maartenve 5

Hi

most professional campaign tools have the functionality to schedule how many mails per campaign are allowed to be sent every minute/hour/week/.. in order to balance the number of outgoing emails and to be able to halt any campaign in case of an error that slipped through the testing process.

For instance in mailchimp this is called scheduled batch delivery and in other tools it is called throttling.

Does dynamics for marketing have this functionality or is it foreseen on the roadmap?

thank you for your help

(fyi I don't mean delayed sending which is just telling the system when the customer journey can start)

Categories:
Event Planning and Management
I have the same question (0)
  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Partner,

    There is a similar function called recurring journey in Dynamics 365 for Marketing, you can set your customer journey as a recurring journey, navigate to General tab to enable this option.

    0412.png

    However, recurrence interval is limited to day, which means we couldn't send mails every minute/hour.

    If we not enable the option, members in segment will only receive mail once during customer journey.

    Finally, you could this tutorial that how to work with customer journey in Dynamics 365 for Marketing

    Regards,

    Clofly

  • maartenve Profile Picture
    maartenve 5 on at

    thank you for your help. It also showed me that I could have been more elaborate in presenting the case.

    It is not the intention to send recurring mails to the same segment.

    Imagine you want to send out a newsletter to 20000 clients. Instead of sending them out all at once (or let the machine define the interval to avoid spamscores) we want to be able to say that they should be send out over the next 8 hours. So the software will calculate how many mails every minute need to be send out.

  • Vivek_Singh Profile Picture
    Vivek_Singh 385 on at

    Hi Maartenve,

    Thanks for reaching out!!

    I don't think you can define the interval for send out the mails, its automatic and completely depends on system. But there is something called smart scheduler which actually improve the email engagements. You can find details here.

    Regards,

    Vivek Singh

  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Partner,

    As per my understanding, it seems that you are worried about some of clients among 20000(or massive) clients may have same ISP?

    so you want all mails could be sent gradually during a period?

    As your example, if we set 1 hour as interval, then 2500 mails will be sent per hour in whole 8 hour process?

    If so, unfortunately we couldn't control marketing email sending process.

    (Emails will still be sent from MS server even we have set DKIM, our domain is just linked to CRM from this option. However, by enabling this setting will improve our deliverability from official doc, you could contact MS support for how do they protect their(or your) IP reputation and manage balance).

    In a standard setup, Microsoft implements SPF(Sender Policy Framework) for you and does what it can to maintain a good sender reputation for all Microsoft sender IPs.

    In addition, you could take those integration of Dynamics and Mailchimp as reference:

    https://zapier.com/apps/mailchimp/integrations/microsoft-dynamics-crm

    https://www.powerobjects.com/powerpacks/powermailchimp/

    If not, please let me know your real requirements. :)

    Regards,

    Clofly 

  • maartenve Profile Picture
    maartenve 5 on at

    Hi,

    no this is not our concern at all. We assume the tool and technology will handle the spam aspect.

    The reason we are currently using this functionality in our current campaign tool is for 2 reasons:

    1) Being able to halt a running campaign in case any unforeseen problems are observed. Imagine you started to send out a campaign to 20000 users and after 30 min some customers start to call that they received the email in the wrong language. At that point we can still halt the campaign. In the scenario we at least know that we limited the risk as only 1250 customers received a potential error but 18750 customers did not.

    2) load balancing the backoffice/marketing dep/.. Imagine we ask a segment of 20000 customers to update their identity details. For sure no matter how detailed the manual some customers will call the contact center. By spreading this message to the 20000 customers over a period of 2 weeks (or even months), the number of calls to the contact center will also be spread out. I know that this scenario also has other solutions such as a split of segments into multiple customer journeys. In our actual case we send out event invites to a large customer base with limited backoffice resources.

    Our integrator gave us a quote on a custom solution in which a batch intermediate segment is created that sends the contacts to the actual segment linked to the customer journey. But as this feature is available in many massmailing tools, I was surprised not to find it in dynamics. Hence the question

  • Suggested answer
    megcda Profile Picture
    megcda 2,192 on at

    Hi Martenve,

    As Clofly mentioned, this functionality isn't available in OOB Dynamics 365 for Marketing.  You could however manage this thru the customer journey in a way.  If you setup a segment with a smaller batch of your 20K customers and sent that out with an email, then put in a scheduler, the scheduler would build in a delay.  After the delay you could add another segment of your 20K customers, an email message and so on. 

    Please feel free to visit the Dynamics 365 for Marketing Ideas portal and add this as a feature request.  Community voting helps to impact our roadmap and our PMs review this regularly.

    Thanks,

    Megan

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