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Marketing inside Business Central | Use Segments properly

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Posted on by 397 UG Leader

Hello,

does anyone have a documentation about the "marketing" modul inside business central? The official docs aren't so helpful.

The particular problem I face is, that I want to send an attachement to some contacts: 

1. When I want to use a template to formate the email properly, it's not possible to use a attachment

-> so in this case I have to manually change each mail with the word-templates.

2. When the first problem is solved - how do I send all Email at once? So that I dont have to go through every mail...

Thank you!

Tom

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,395 on at
    RE: Marketing inside Business Central | Use Segments properly

    That is correct. I only had Word Template selected in Interaction Template (no attachment). But added attachment info into Word Template (before uploading to BC).

  • T_Mauser Profile Picture
    T_Mauser 397 UG Leader on at
    RE: Marketing inside Business Central | Use Segments properly

    That means you have created a word template filled with the same info as the attachment? So you had a filled email wiithout a attachment? Correct?

    Tom

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,395 on at
    RE: Marketing inside Business Central | Use Segments properly

    That is correct. Sorry I missed that part. I wish Microsoft let us to do that.

    One time as a workaround I added my attachment info at the end of my word template. Marketing was not happy about it since they needed two files attached. But it worked.

  • T_Mauser Profile Picture
    T_Mauser 397 UG Leader on at
    RE: Marketing inside Business Central | Use Segments properly

    Yes, I have tried to combine it with the Interaction Template.

    But it BC doesn't allow to use a template and a attachment - both at the same time. Either template or a attachment.

    Tom

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,395 on at
    RE: Marketing inside Business Central | Use Segments properly

    Hi

    Have you created Interaction Word Template and tried?  https://yzhums.com/12509/  you can go to Interaction Template then Create Interaction Word Template. Then when you have that ready and test it you can follow this video below and for section that you need to select interaction template select that word template.

    www.youtube.com/watch

  • T_Mauser Profile Picture
    T_Mauser 397 UG Leader on at
    RE: Marketing inside Business Central | Use Segments properly

    Hello,

    no, that is not used for the segments.

    This is used for layout selection in the sales process

    Tom

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 20,984 Super User on at
    RE: Marketing inside Business Central | Use Segments properly

    Hi,

    You can define your word report layout to send email with a particular report. Please see the image below. Let me know if this solve your problem.

    pastedimage1656498371896v1.png

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