Data2CRM User Manual
Contents
1. Check the list member s related VRResponses If they contain any Unsubscribe or Bounce responses they may have chosen to opt out of bulk emailing or their email address may be out of date If that email address has unsubscribed or bounced it will not sync to Vertical Response Again make certain that you have allowed up to two 2 hours for Email2CRM to sync changes to your VerticalResponse marketing lists If you can t wait that long you can force them to sync from your account at http email2crm crminnovation com Email2CRM Quick Start User Manual October 21 2010 e have created a campaign in Dynamics CRM but it won t sync over to Vertical Response Unfortunately at this time you cannot create a campaign in Dynamics CRM and have it sync to Vertical Response Any attempt to do so will simply be ignored e have created a campaign in VerticalResponse but it hasn t synced over to Dynamics CRM Ensure that the VerticalResponse email marketing blast has a Sent status in your VerticalResponse account Dashboard Ensure that there have been at least fifteen 15 minutes elapsed since the email blast launched in addition to the normal two 2 hour sync window Ensure that in your VerticalResponse Dashboard the email blast has not been delayed or rejected for some other reason e My campaign is no longer being synced by Email2CRM VerticalResponse tracks email blast analytics for two 2 weeks after2. ona hyperlink in the email It will also tell you how long in seconds and they spent on each page and the number of times they visited the page There are two places to find this information 1 Inthe grid view of the Web Activities entity that is available in the Sales Marketing Settings area of the CRM system Use this view to target groups of list members that soend more than a certain amount of time on selected pages Add them to a new marketing list using Advanced Find and then email them a relevant message Web Activities Search for records new amp B amp X More Actions O View Active Web Activities M Title Campaign Account Contact Is Exit Page Path Time OnPage Time Opened Views b B CRM Innovation Microsoft Dynamics CRM Downloads No downloads asp 15 00 4 28 2010 8 00 AM 1 b CRM Innovation CRM 4 0 Email Messaging with Web Analytics Email2CRM blastc No femail2crm asp 145 00 4 28 2010 8 00 AM 3 b B How to Order our ISV CRM add ins No how_to_order 61 00 4 28 2010 8 00 AM 2 b B CRM Innovation Microsoft Dynamics CRM add ins Yes findex asp 0 00 4 28 2010 8 00 AM 1 i gt B CRM Innovation Microsoft Dynamics CRM add ins Yes 0 00 4 27 2010 11 00AM 1 b CRM Innovation CRM 4 0 Email Messaging with Web Analytics Yes jemail2crm asp 0 00 4 26 2010 7 00 AM 1 b eB CRM Innovation Microsoft Data Migration and Import Data2CRM Yes data2crm asp 0 00 4 22 2010 6 00 PM 1 b B CRM
3. User Manual October 21 2010 When the email editor loads update the default values or enter missing information in the Get Started and Email Settings area Then select Next On the next page you will be given the option of selecting a specific editor While you can choose any of the four types Email Wizard Email Canvas Freeform HTML Text Only it is recommended that you DO NOT SELECT THE EMAIL WIZARD campaign type because the email content from these types of blasts cannot be brought back into your Dynamics CRM solution An Email History Record in CRM will be created but the body content of the email will not be shown in CRM The best choice for most people is the Email Canvas editor When you have made your selection click Next Step The email creation tool will load For more information on using the email editor navigate to http www verticalresponse com tutorials email When the page loads you will begin the launching process There are 5 Tabs atop the controls on the page You are now at step 3 Preview You must go through each one of these tabs in order to launch your email marketing blast Google Analytics Integration Remember if you are using Google Analytics on your domains and have set up the tracking functionality for your VerticalResponse account make certain the Google Analytics Merge Field check box is checked and that you have selected Email Address as the merge field so that Email2CRM can track the web ac
4. the email blast 1 VR Campaigns Stats this will give you the starting point and the overall analytics on all of the Campalgns VRCampaignStats Search for records 2 View Active VRCampaignstats new SJ Be amp X More Actions Emails Sent Opens Unsubscribes Bounces Clicks Forwards Purchase Total Reopens Responders Sales Last Sync Time 813 163 11 26 69 1 0 00 326 172 0 5 7 2010 11 28 AM b o Email2CRM First Blast 3 2 0 0 6 0 0 00 0 0 0 5 7 2010 2 42 AM p oO Email2CRM Partner Edition 100 21 0 0 15 0 0 00 164 23 0 5 12 2010 9 59 AM 1b o Email2CRM Partner Edition Prospects 671 96 1 22 10 1 0 00 111 101 0 5 12 2010 9 59 AM b o IAMCP May Event ist Announcement 59 9 0 0 15 0 0 00 66 11 0 5 12 2010 9 59 AM b o Teammember 1 1 0 0 0 0 0 0 00 0 0 0 5 12 2010 9 59 AM Email2CRM Quick Start User Manual October 21 2010 From there you can open up the form details for any campaign a leg Save and Close bg Gy 4 Send E mail 4 Follow Up iy Actions Help VRCampaignStats Convergence 2010 First Follow Up Information Details A General C Information Lid History Pik Sen TF Responders i WorkFlows ca YRResponses Opens 04 Reopens EJ YRLinks Clicks T Forwards vRListStats Sales J Furchase Total Bounces Unsubscribes Last Sync Time 5 q 59 VR Id Modified On Then you can drill down further to the responses for that campaign led Save and close ey Gp G Se
5. the email blast has launched If it has been longer than two weeks the Email2CRM syncing process will no longer attempt to update the corresponding campaign in your Dynamics CRM solution Although Google Analytics data will continue to be pulled into CRM as long as the user s cookie is still valid on the client computer
6. Email2CRM Quick Start User Manual A User Manual for People that Don t Want to Read the Manual V1 2 Powered By Email2CRM CRM Innovation CRM Innovation LLC 8527 Bluejacket Street Lenexa KS 66214 crmInnovation com Email2CRM Quick Start User Manual Table of Contents CEE N E a E E E 3 Creatine a Marketing ES asserted a E T N 3 Marketing List MaintenaNCEsssesisiemiinn a EE 4 Creatine an EMAN BS een T 5 Google Analitics Integrato esere AE aes caennnectvamudesa 6 EAN V a E E E E N 7 WED AN e E E ss andcceettevecassvendoua su caeeeruseadeetcesieucerseieue decsenesosnueoedenieroes 10 Email2CRM Quick Start User Manual October 21 2010 Getting Started Thank you for choosing Email2CRM as your integrated email messaging with web analytics solution for Microsoft Dynamics CRM 4 0 Email2CRM is a CRM Innovation solution where we have partnered with the VerticalResponse business class email marketing system to provide analytics integration to your Dynamics CRM deployment The following information is designed to help you begin using Email2CRM quickly For more in depth product information see the full Email2CRM User s Manual Creating a Marketing List Creating and maintaining Marketing Lists is a crucial part of effective VerticalResponse usage To that end Email2CRM makes maintaining your VerticalResponse Marketing Lists simple and painless because Email2CRM uses your Dynamics CRM deployment as the system of record for
7. Innovation CRM 4 0 Marketing List Management No smartlistmanag 140 00 4 22 2010 6 00 PM 1 b B CRM Innovation Web to Lead Web2CRM Yes web2crm asp 0 00 4 22 2010 2 00 PM 1 b CRM Innovation CRM 4 0 Email Messaging with Web Analytics Yes email2crm asp 0 00 4 22 2010 1 00 PM 1 2 Inthe associated Web Activities view for any Contact Lead or Account Record 2010 CRM Innovation LLC All Rights Reserved Email2CRM Quick Start User Manual October 21 2010 Contact gents Web Activitie New Web Activity Add Existing Web Activity lt j e amp X More Actions Title i Path CRM Innovation Microsoft Dynamics CRM addins N or aana CRM Innovation CRM 4 0 Email Messaging with Web Analytics jemail2crm asp 5 11 2010 3 00 PM CRM Innovation Microsoft Dynamics CRM add ins findex asp 5 11 2010 3 00 PM CRM Innovation CRM 4 0 Email Messaging with Web Analytics Email2CRM Partner Edition femail2crm asp 5 4 2010 5 00 PM CRM Innovation CRM 4 0 Email Messaging with Web Analytics Email2CRM Partner Edition email2crm asp 5 4 2010 10 00 AM CRM Innovation CRM 4 0 Email Messaging with Web Analytics Email2CRM Partner Edition email2crm asp 5 3 2010 12 00 PM CRM Innovation Partner Program Email2CRM Partner Edition partner_program asp 5 3 2010 12 00 PM FAQ e have created a marketing list in Dynamics CRM but it isn t showing up in Vertical Response Ensure that you have set the Sync to VR b
8. M Email2CRM blastc Open 4 22 2010 11 29 AM Email2CRM Partner Edition Prospects Bounce 5 10 2010 3 24 PM Email2CRM blastc Open 4 23 2010 8 32 AM Convergence 2010 First Follow U Open 4 30 2010 11 28 AM Email2 CRM blastc Bounce 4 23 2010 2 01PM Email2CRM Partner Edition Open 5 3 2010 3 37 PM Convergence 2010 First Follow U Open 4 30 2010 10 44 AM 3 VRList Stats Use this view to compare the performance of all the lists on a campaign basis great for A B split list analytics analysis VRListStats Search for records 2 View Active VRListStats Onrew amp e amp X More Actions E VRList Emails Sent Opens Clicks Bounces Unsubscribes 64 10 2 1 gt O 191 19 0 0 gt 0 0 0 0 0 gt 0 21 15 0 0 gt 0 933 551 0 0 gt 0 0 0 0 0 gt 0 23 5 0 0 gt 0 84 8 22 0 gt O 1 383 392 29 10 gt 0 11 2 0 0 l gt RE 189 8 0 1 g 0 0 0 0 gt 0 6 2 0 0 gt 0 15 0 0 gt 0 0 0 0 0 gt 0 0 0 0 0 gt 8 0 0 0 0 gt O gt 10 0 0 gt 0 1 38 0 0 2010 CRM Innovation LLC All Rights Reserved Email2CRM Quick Start User Manual activity VRLinks Search for records Ggnew gt s p X More Actions Campaign Convergence 2010 First Follow U Email2CRM blastc Email2CRM blaste Email2CRM blaste Email2CRM blaste Email2CRM blaste Email2CRM blastc Email2CRM blastc Email ZCRM blaste Email2CRM blastc Email2CRM blastc Email2CRM blastc Em
9. Marketing List maintenance To create and maintain a Marketing List simply follow the instructions below In your Dynamics CRM Dashboard locate the Marketing List you would like to sync to VerticalResponse and open its form or click the New button on the control bar to create a new Marketing List When you have selected or created your Marketing List locate the Sync to VR radio button under the Email2CRM heading of that Marketing List s form view Set the radio button to Yes then click the Save and Close button at the top of the form Email2CRM Sync to VR VR Id 316789161 The Marketing List you have created will be recreated in your VerticalResponse account automatically the next time the Email2CRM system syncs your account Typically this happens every thirty 30 minutes to two 2 hours so please plan accordingly You will know the list has been synced when a number appears in the read only VR id field that appears in the Email2CRM section of the form Email2C RM Sync to VR No Gf Yes VR Id Email2CRM Quick Start User Manual October 21 2010 Alternatively you may confirm that the Marketing List synced by checking for the List in your VerticalResponse account a Mailing Lists View and manage your list members All Lists Search Lists Download Center ag New List Displaying 1 through 16 of 16 lists C Name Size Date Created Last Mailed F TeamMemberi Email 0
10. May 11 2010 5 34PM May 11 2010 5 52PM Actions F IAMCP Members and Prospects Email 60 May 08 2010 12 09PM May 08 2010 12 36PM Actions E Test Email 0 May 06 2010 4 53PM Never Actions If you made a mistake with your marketing list or you no longer require the list to sync to your VerticalResponse account simply set the Sync to VR radio button in the form view for that Marketing List in Dynamics CRM to No If you accidentally delete a Marketing List in your VerticalResponse Dashboard simply locate the corresponding list in your Dynamics CRM system and set its Sync to VR radio button to No then if necessary recreate the Marketing List in Dynamics CRM and set its Sync to VR radio button to Yes Failure to disable the related list in your Dynamics CRM system may result in the failure of Email2CRM to successfully sync your account Marketing List Maintenance When using Email2CRM Marketing List maintenance is done entirely in your Dynamics CRM deployment Any changes you make to Marketing List membership in your Dynamics CRM deployment will be reflected in VerticalResponse automatically the next time Email2CRM syncs your account Find the Manage Members button and click it Perform your list maintenance and then click the Save and Close button at the top of the form NOTE If you using an On Premise or Partner hosted deployment of CRM you many want to consider using Smart List Manager to aut
11. ail2CRM First Blast _ a l Web Analytics Email2CRM when connected to Google Analytics along with the integration enabled when sending out partner request form Email2CRM http www orminnovation com AutoNumber Data 2CRM Email2CRM InLine Help Smart List Manager Text Messenger Web2CRM Email2CRM VerticalResponse Interested in learning more http www orminnovation com View Active VRLinks A ilr http www crminnovation com partner_program asp http Awww orminnovation com email2cm asp http www orminnovation com http www orminnovation com autonumber asp http www ominnovation com data2cm asp http www orminnovation com email2crm asp http www orminnovation com inline_help asp http www crminnovaton com smartistnanager asp http www crminnovaton com textmessenger asp http Awwworminnovaton com web2cm asp http www orminnovation com email2crm asp http Awww verticalresponse com http Awww orminnovation com email2cm asp http www orminnovation com October 21 2010 4 RLinks this view gives you a recap for all the links in all the campaigns with total click through Clicks Created On 4 30 2010 4 30 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 4 22 2010 an email blast will provide insight into where email recipients are going on your website after they click
12. ndE mail 4 Follow Up Wy Actions Help VRCampaignStats Convergence 2010 First Follow Up VRResponses Details alt Information CA Activities L History en WiorkFlows c YRResponses EJ YRLinks tead ree Trial Request f ich 4 30 2010 11 08 E YRListStats ee Trid Remet h iick 5 1 2010 4 53 AM E 5 1 2010 4 53 AP Email2CRM lich 5 3 2010 9 45 Ab Email2CRM lick 5 3 2010 7 59 Ph Email2CRM lick 4 30 2010 11 58 4 30 2010 10 59 4 30 2010 11 28 4 30 2010 10 42 Lof 77 selected H 4 Page 1 2 WVRResponses view the click throughs opens bounces unsubscribes for all the campaigns Email2CRM Quick Start User Manual October 21 2010 View Active VRResponses G new EE wi S More Actions M Member Campaign URL Response Response Date Email2CRM blastc 4 22 2010 11 06 AM Flip Phone Testimonial Open 4 15 2010 9 37 AM Convergence 2010 First Follow U Open 4 30 2010 5 29 PM Convergence 2010 First Follow U Email 2CRM Click 5 3 2010 9 45 AM Email2CRM blastc VerticalResponse 4 22 2010 11 48 AM Email2CRM Partner Edition Prospects Open 5 10 2010 1 35 PM Email 2CRM blastc AutoNumber Click 4 22 2010 11 29 AM Email2CRM blastc Data 2CRM Click 4 22 2010 11 36 AM Email2CRM blastc Smart List Manager Click 4 22 2010 11 43 AM Email2CRM blastc VerticalResponse Click 4 22 2010 11 48 AM Email2CRM blastc Email2CRM Click 4 22 2010 11 53 A
13. omatically update marketing lists in real time When Email2CRM syncs your account the changes made to the marketing list membership will be reflected in VerticalResponse for that list 1 List members that have been removed will be removed in Vertical Response 2 Those that have been added will appear as long as a They have not previously unsubscribed from a VerticalResponse email marketing blast or b As long as their email address is valid or Email2CRM Quick Start User Manual October 21 2010 c Has not bounced on an email marketing blast or d Have their Bulk Email setting in CRM as Do Not Allow Therefore it is very possible for the count of list members in the CRM marketing list to be different more than the count of list members in the VerticalResponse system because of one or more of the previous reasons As you edit list member information such as their first name or company that information will be updated in VerticalResponse when Email2CRM syncs your account Creating an Email Blast Although Dynamics CRM has some capability to create email marketing blasts the VerticalResponse system offers a much more robust powerful and dynamic HTML based email editor For this reason when using Email2CRM your email marketing blasts will be created from the VerticalResponse system There are however some limitations and practices that should be followed and will be discussed in the instructions below Navigate to htt
14. ps crminnovation vresp com fill in your credentials and login to your VerticalResponse account When the VerticalResponse dashboard loads locate the Emails heading in the control bar near the top of the page If you mouse over the heading a drop down menu will appear Select the New option from the menu Alternatively simply click the Email heading and then locate the tab that reads New Email on the right hand side of the page and click it When the page loads you will be prompted to use the upgraded Email Editor in Vertical Response We recommend that you use the new designer by selecting Start Now rather than No Thanks wa setup 2 Design 3 Preview 4 Recipients 5 Send No Thanks Start Now Over 300 Million Emails Have Been Sent With Our Love the new email editor Thanks Upgraded Email Editors for making it easy to market so I can focus on my job selling K K Afre Frosch Here s why you should use them too Seed lists are back for a faster way to test your email gt New Test personalization fields in your email with ease More customizable amp flexible templates Easily upload and edit your images using Picnik Full browser support for Safari and Chrome Our customers love our Upgraded Email Editors for their ease of use and simplicity Give them a try and see for yourself what everyone s talking about and how much time you can save Cancel Email2CRM Quick Start
15. tivity that occurs when recipients visit your site from this email blast and migrate that data back into your Dynamics CRM system Email2CRM Quick Start User Manual October 21 2010 Home Emails Postcards Surveys Lists Calendar Library Community Profile Account Activity Subscriptions Credit Cards Analyticg fife rrends Social Sharing R Analytics Settings Account gt Analytics Settings gt Google Analytics Google Analytics Click to Conversion Google Analytics is a free tracking tool that allows youto monitor inbound traffic and page views from your webs this service with your VerticalResponse account to trgck website traffic generated from the email campaigns you Step 1 Sign up for a Google Analyts account Step 2 Place the Google Analytics tracking code in your website Learn more Step 3 Add the domains you d fke to track below Domains www crminnovation com Example www domain com or domain com Add Domain Save Domains Your email marketing blast will launch at the next available window or at the time specified if you selected a particular time in tab 5 Schedule When the Email2CRM service syncs your account if it has been at least fifteen 15 minutes since your email marketing blast launched the marketing blast will be synced back to your Dynamics CRM solution as a Campaign with the same name Email Analytics There are 4 Entities where you can view information on the performance of
16. utton to Yes in the Marketing List and saved that choice Make certain you have allowed up to two 2 hours for the Email2CRM Service to sync the lists If you can t wait two hours you may attempt to force the list to sync to VerticalResponse by navigating to http email2crm crminnovation com log in navigate to the Sync Marketing Lists link find the list from your Dynamics CRM system and force it to sync e There is a difference in the number of list members between my Dynamics CRM solution and my VerticalResponse account Ensure that there are no members on the list with a blank in their Email field or whichever field on your form corresponds to the emailaddress1 schema in your Dynamics CRM system This is used to email list members from VerticalResponse and is required Ensure that there are no duplicate addresses in the Email fields of the members of that list List members that have matching email addresses will be added only once to a marketing list in Vertical Response This can create further issues as every time your Email2CRM account syncs it will attempt to update other fields between the systems that do not match This may result in inconsistency between the Dynamics CRM record and the VerticalResponse record Ensure that the Do not bulk email button on the Administration tab is set to Allow If set to Do Not Allow the list member will be removed from all VerticalResponse lists
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