Send Personalized Emails To Contacts Through Campaigns

The Campaigns feature within Dynamics AX is a great way to plan & manage marketing projects, but it is also a great way to market to your prospects and customers as well.  Once you create your campaign, you can broadcast it through traditional methods like snail mail, or through e-mail blasts with the click of the button.

Getting the word out has never been so easy.

How To Do It…

Start off by creating a campaign, and then assigning your target recipients to it.

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Next, open up the Email Broadcast tab within the Campaign, and select a email template Name.

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If you don’t have an e-mail template created, then just create a new one that has a Subject and a Body.  Remember that you can use the email template placeholders to add in personal information from the Contact and Campaign record.

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Once you have selected the Email Template the Subject and E-mail Text will populate themselves.

To send an e-mail blast to all of the targets within your Campaign just click on the Web Responses menu item within the Broadcast group of the Targets ribbon bar.

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How It Works…

When you check your outbox, then you will see all of the personalized emails.

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How easy is that!

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6 comments
  1. Nath said:

    These seem to be disconnected from other email templates, i.e. rich text/html emails. Why would anyone want to send plain text email to a customer? …. or am I missing something?

    • Nathan, you’re right – it would be great if this function used the e-mail templates, but it is better than nothing 😉

  2. nathsmall said:

    it seems as though only plain text emails can be sent this way which kind of makes the function limited to say the least?

  3. Sami Stranius said:

    Hi Guys, while the standard AX only offers you plain text campaign e-mails, here’s how you can send HTML formatted stuff out of AX:
    1) populate your campaign’s target list
    2) create an email group out of this list
    3) on Toolbar, click Targets / Broadcast / E-mail distribution
    4) choose one of your groups and proceed
    5) on the Send e-mail screen click Edit in the lower part of the screen
    6) a *kind of* editor opens. Here you can copy-paste HTML code and see the preview on the preview Tab.
    7) save, close and proceed to Send this e-mail from your Outlook client.

    I think Outlook Client and AX Client have to be both installed locally for this, or at least on the same remote server.

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