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customaze Email Marketing 2.6.0.0

1. Dear firstname thanks for trying out the Email Marketing Addon This element is called Text with Image you can enter HTML here and upload and Image Select if you would like the image to be floated on the left the right or be in line with the paragraph This is done using the Alignment dropdown a il Marketing You can set the maximum width and height too E Mail Additionally this element has a link field mapped to the image When you put a link into that field the image will be linked to the entered URL Could be a website or an email address Z PO J 4 s Click Next 6 The processing page processes the HTML content The most important modification is the automatic upload of the embedded images to an external server customaze Email Marketing 2 6 0 0 Page 37 of 111 customaze Prepare for Distribution Windows Internet Explorer customazg Campaign Activity Recipients Content Preperation Distribution Distribution Progress Email Content Processing File already online ShowImage aspx fleId 3da07010 6d7e 4593 8acf 29eab888185a amp orgname demotest amp height 0 amp width 0 File already online ShowImage aspx fileld 1f174169 055a 486e b932 b97e00858e7d amp orgname demotest amp height 0 amp width 150 File already online Showlmage aspx fileld 810a8181 6cc3 47bd 9561 fesbf79634c4 amp orgname demotest amp height 2008width 0 File a
2. la show Dependencies L Publish E Update Icons X Delete f Managed Properties Help E Mail Reaction E3 al Information Solution EMM ISY General Primary Field RQ 3 Information fal Entity Definition Components a T Entities Display Name EMerneecion Ownership Deom H gt f Account gt Campaign Plural Name JE Mail Reaction T Define as an activity entity gt 8J Contact Name Jermup_emailreaction T Display in Activity Menus ara Description ES Forms LJ E views fig Charts beth r Areas that display this entity J LN Relations 35 N 1 Relations workplace I sales I Marketing I Service FE N N Relations I settings I Resource Center b Q Lead gt 9 Marketing List Options for Entity EH Option Sets n Client Extensions Communication amp Collaboration Web Resources T Processes T Notes includes attachments t Plug in Assemblies T Activities t E Sdk Message Proces T Connections t e Service Endpoints GB Sending e mail f an e mail field does not exist one will be created t ga Dashboards M Mail merge 2 Reports I Document management k ES Connection Roles B Article Templates Status Existing Done Laf Si Local intranet Protected Mode off a 100 4 Double click on E Mail Reaction and check Workplace Box Save and publish the changes customaze Email Marketing 2 6 0 0 Page 32 of 111 customaze Reload the CRM
3. Details 2 General E formation schema a Display Name Language Type Name new Language English German Requirement Level Business Required Searchable Yes X Descripti Click Save and Close In the Contact Entity go to Forms and Views in the menu on the left and double click Form ot a ei Save and Close sdy Actions Help Contact ae E Forms and Views Details View All Forms and Views z ol Information ee rite Name _ Type Description 2 ag 1 N Relationships 35 N 1 Relationships m ciao 7 BE nN Relationships Tg Contact Associated View Associated View Displays contact information in the detail form Bal Messages TA Contacts Advanced Find View Advanced Find View TA Contacts Lookup View Lookup View Z Contacts No Campaign Activities in Public View E Contacts No Orders in Last 6 Months Public View Z Contacts Responded to Campaigns i Public View Ta Form Form The main application form O _ Inactive Contacts Public View T My Active Contacts Default Public View Tp Preview Preview This is used to quickly preview record data righ A Quick Find Active Contacts Quick Find View Fe O SL _ Ri Les Intranet Gesch tzter Modus Aktiv customaze Email Marketing 2 6 0 0 Page 88 of 111 customaze customaze Email Marketing 2 6 0 0 Page 89 of 111 customaze
4. y customaze E Mail Marketing Control Center Windows Internet Explorer lola x g Field type HM Mapping path div class content Replace HTML tag Expression custom expression v EEE record content ToString Link the result Additional config XML a Field g Field type Text X Mapping path Jiha B Replace HTML tag Expression custom expression v CEDE CEE record header ToString Link the result Additional config XML a Field g Field type Image X lt z _ TemplateObjectEdit aspx TemplateObjectld dcef64 b4 6fel 4319 85ce 765fcaead9cd amp orgname customaze J Trusted sites Protected Mode Off fay Q100 x Note XPath usually replaces all the elements that are inside a block element If you are using elements without a surrounding block element XPath will not automatically recognize a difference This way empty elements such as image tags might be filled with XPath expressions which will cause errors in your template Consequently you need to check the box Replace HTML tag below the mapping path field if you are working with empty elements As you have already chosen a field type you still need to select the expression field name you entered in the Data Structure To link the content of the field check the box Link the result An additional field for the link expression will appear Here you have to select a link field that you saved in the
5. No records to display 4 Sales E Target Products Sales Literature 4 Marketing Target Marketing Lists x Related Campaigns 4 Processes CH Workflows Dialog Sessions Delete customaze Email Marketing 2 6 0 0 Page 42 of 111 customaze As you can see the content management system has a structure divided into three parts e Data Structures e Template Objects e Newsletter Templates The Activity s Distribution Progress is not relevant to template design and therefore not a part of this manual F customaze E Mail Marketing Control Center Windows Internet Explorer l 5 8 Data Structures Template Objects Newsletter Templates Activity s Distribution Progress Data Structures are like tables in a database You define the fields needed by your content element here The layout HTML is not defined here This happens in the Template Objects page Display Name Parent Data Structure No records to display Biodete nearne Type Vv Trusted sites Protected Mode Off fay Q10 To define a Newsletter Template it is absolutely necessary to create the Data Structures and Template Objects first Once you have finished creating the Date Structures and Template Objects you will be able to use the Newsletter Templates to add content to the respective mailings In addition you will have to create Data Structures and Template Objects for the news
6. Template customaze Newsletter i Started 3 22 2011 11 11 12 AM Finished alk 3f2242011 11 11 21 AM Total e mais 2 Sent E Mails La Seen E Mails 2 Undelivered E Mails 7 _Uptiate E mail reactions r Total delivered E Mails 2 100 00 Recipient has opened only o 0 00 Recpienthas opened and clicked alis 2 100 00 Recipient has opened mulkiole times 2 100 00 Recipient did not react o 0 00 mmm Opened Linkclicked mmm Opened only ME No Reaction Clickthrough Statistic recipients www crmup com x x 4 13 If you have arrived here everything is working fine We wish you a lot of fun and success with our email marketing solution customaze Email Marketing 2 6 0 0 Page 39 of 111 customaze Troubleshooting If something is not working please check this list 1 Does your Organization Name contain blanks There is a known bug in Microsoft CRM causing errors when the Organization Name contains blanks Modify the Organization name to contain no special characters and restart IIS 2 Under some circumstances you receive an error when you try to import the Email Marketing Solution a Please verify that the login user and the crmupAppPool User has the Deployment Administrator Role assigned b Ifthe problem still exist please apply the following KB Article http support microsoft com kb 2705840 3 Does The User under which the crmupAppPool ru
7. Following are the claims offered by the Security Token Service gag Claim Name Claim Type a E Mail Address http schemas xmlsoap org ws 2005 05 dentity cl Given Name http schemas xmlsoap org ws 2005 05 identity cl Name http schemas xmlsoap org ws 2005 05 identity cl UPN http schemas xmlsoap org ws 2005 05 identity cl Common Name http schemas xmlsoap org claims CommonName AD FS 1x E Mail Address Group AD FS 1x UPN http schemas xmlsoap org claims UPN Role http schemas microsoft com ws 2008 06 identity http schemas xmlsoap org claims EmailAddress http schemas xmlsoap org claims Group By default only name and role claims will be requested by the application Update your application s configuration file to add update your claims requirement as e coe Click Next customaze Email Marketing 2 6 0 0 Page 18 of 111 customaze 3 Administrator Federation Utility As x Summary Review the summary information below Accept the settings by clicking Finish or click Back to modify gag your selection Application Information Application configuration location C Program Files amp 86 customaze Email Marketing website application web config Application URI https crmup win 9pp 7677e crm5demo local 449 Application type ASP NET web application Application encryption
8. Add the fields you just created to the contact form and move them around to look like this Form Contact Windows Internet Explorer ioj x ou lal aiSave and Close Preview Help E Form 8 Contact Gereral Detale Adnnsbaton Notes C ee Form of Address ress Home Phone fa First Name Mobile Phone T Add a Tab Middle Name Fax 3 Add a Section Add Fields Last Name E mail 4 0 Add an IFRAME Language Currency Parent Customer Job Title Eb Change Properties Eh Remove ress Address Name ZIP Postal Code Eg Form Properties Street 1 Country Region Street 2 Phone Street 3 Address Type City Shipping Method State Province Freight Terms Seen fo TT E Lokales Intranet Gesch tzter Modus Aktiv 100 4 Save and Close the form Click Actions Publish to publish your customizations Creating the template Even if the Template Editor is mighty enough to handle most requirements it is a bad idea to use it to create complex templates They are very much superior programs available to do this Dreamweaver Expression Web or even Visual Studio to name just a few And it is easy to use these programs to create the template Just Share the folder c Program Files customaze Email Marketing website
9. Example attachment pricelist pdf The base of the path is set to templateEditor files attachments customaze Email Marketing 2 6 0 0 Page 77 of 111 customaze XML Queries XML Queries are a very powerful concept enabling you to insert data that is otherwise not referenced directly by the entity You use the syntax provided in the Microsoft CRM Sdk FetchXML Synopsis query xml value format Example query xml lt fetch mapping logical gt lt entity name phonecall gt lt attribute name actualend gt lt filter type and gt lt condition attribute regardingobjectid operator eq value regardingobjectid gt lt filter gt lt order attribute actualend descending true gt lt entity gt lt fetch gt dd MM yyyy The description of FetchXML is beyond the scope of this document But you can refer to the Microsoft CRM Sdk When fetching a datetime value you can provide a format as in DateTime ToString format see MSDN for details customaze Email Marketing 2 6 0 0 Page 78 of 111 customaze Plugin Interface custom code during the send process The plugin interface enables you to implement custom code that runs during the distribution process This is useful to integrate data from external systems into your e mail An example would be to query an ERP system for former purchases of the recipient and offer them related products in th
10. To define an article with a headline a body text an image and a link you could create e a textfield for the headline e an HTML field for the body text e afield for the image e another two fields for the link text and the URL When you set the field names keep in mind that you will have to refer back to them when you map your HTML fields Display names will be shown in the Newsletter Template They can be modified later without causing any changes to the template You can determine the sequence of the fields in the Newsletter Template by typing in a number for Sorting Tip Entering multi digit numbers gives you the possibility to insert additional fields in an already existing Data Structure without having to change the entire sorting customaze Email Marketing 2 6 0 0 Page 46 of 111 customaze p customaze E Mail Marketing Control Center Windows Internet Explorer E Edit DataStructure i bd Name Article Parent DataStructure none Type Content g header Header Text M Required field 10 50 g content Content HTML F Required field 20 Show WYSIWYG editor instead of textarea g customaze Email Marketing 2 6 0 0 J Trusted sites Protected Mode Off fay Q10 Page 47 of 111 customaze r T customaze E Mail Marketing Control Center Windows Internet Explorer o 8 X
11. e Verify if the problem is permission related Use a system administrator and try to reproduce the problem e Download the Plugin Registration Tool in CRM SDK and verify if the EMM Engine assembly has been registrated in the organization needed for our custom workflow methods e Verify if the URLs in HKLM Software Microsoft MSCRM are correct e Verify if the URLs in the MSCRM_Config database in the table DeploymentProperties are correct Any modifications needed here Restart CRM IIS and services customaze Email Marketing 2 6 0 0 Page 7 of 111 customaze Installation Please execute the setup file provided to you logged on the CRM server as administrator to start the installation You must be Deployment Administrator for the installation to work correctly Welcome to the customaze Email Marketing Setup Wizard This wizard will guide you through the installation of customaze Email Marketing It is recommended that you close all other applications before starting Setup This will make it possible to update relevant system files without having to reboot your computer Click Next to continue Click Next customaze Email Marketing 2 6 0 0 Page 8 of 111 customaze customaze Email Marketing Setup Bile E3 Choose Install Location d Choose the folder in which to install customaze Email Marketing OA Setup will install customaze Email Marketing in the Following Folder To install in a different Folder click Browse
12. crm local you could use a subdomain like http crmup crm local Remember that you need to add that name to your DNS too If you use HTTPS SSL you will need to use a second IP or another port Apart from the website itself there s nothing to configure Setup will handle creation of the application pool etc It is recommended to add the newly created website to the Intranet zone of your clients to prevent them from having to authenticate again customaze Email Marketing 2 6 0 0 Page 5 of 111 customaze You need to follow the instructions in this KB article to prevent 401 errors when Email Marketing tries to download images from the new website this triggers the loopback check http support microsoft com kb 896861 This is important Email Marketing won t work properly when the loopback check is not disabled or the additional hostname is added to the allowed host names Upgrading E mail Marketing for CRM 4 to CRM 2011 Remarks e We do not support in place upgrades e Do not uninstall E mail Marketing in the old environment e It is recommended to have access to the registry of the old environment during the installation of the new environment because some settings can be copy and pasted into the new environment e You ll need a new license code because you ll have a new machine name You do not need a new contract id only the license code has to be updated o If you have a running support contract with us just send us the
13. customaze Email Marketing 2 6 0 0 Page 66 of 111 customaze Add Marketing Lists Windows Internet Explorer _ oy x Go oa a http localhost 1234 customaze emailmarketing distribution AddMarketingLists aspx orgnar 7 slx coge ej Ele Edt view Favorites Tools Help De FE _L4 Add Marketing Lists a gt Bl GR Page v Toos a custom Campaign Activity Relf Type Marketinglist z Please add test recipients if yof T tact Fal wlz Test Recipient tester c Test Contacts Fabian Schulz Aad see keting Lists Wye orve nternet Epio E go ne a http localhost 1234 customaze emailmarketing distribution AddMarketingLists aspx oranai B x soos Be File Edit View Favorites Tools Help We FE jy Add Marketing Lists B pease G Toos customaze Campaign Activity Recipients Content Preparation _ Distribution Please add test recipients if you want to You must add at least one Marketing List Test Recipients Marketing Lists Recipient Email Type List Name l Test Contact Test Recipient tester customaze de contact Add Remove Add Remove Cancel lt Back Next gt SE ae Te DS Now you re asked whether to use a template or copy and existing newsletter Select to use a template and click OK customaze Email Marketing 2 6 0 0 Page 67 of 111 customaze Ed
14. 1 Latit float Latitude for address 1 E address1_line1 Address 1 Stre nvarchar First line for entering address 1 informatior 4 address1_line2 Address 1 Stre nvarchar Second line for entering address 1 informat E address1_line3 Address 1 Stre nvarchar Third line for entering address 1 informatior 3 address1_longitude Address 1 Long float Longitude for address 1 E addressi_name Address 1 Name nvarchar Name to enter for address 1 E address1_postalcode Address 1 ZIP nvarchar ZIP Code or postal code for address 1 address1_postofficebox Address 1 Post nvarchar Post office box number for address 1 3 address1_primarycontact Address 1 Prim nvarchar Name to enter for address 1 te ret 4 r 1of 141 selected favasrptonaao OOO _ Riv elles ranet T Geschitzter Modus Aktiv Create the attribute like this screenshot Attribute New for Contact Windows Internet Explorer ON x 4i ld ih Save and Close ig Help Attribute ea New for Contact Details a General information schema ioe customaze Email Marketing 2 6 0 0 Page 86 of 111 customaze Click Save and Close customaze Email Marketing 2 6 0 0 Page 87 of 111 customaze Create a second attribute like this Attribute New for Contact Windows Internet Explorer oa id EA Save and Close ig Attribute New for Contact
15. 111 customaze Show Email Reactions in the Workplace You can show the Email Reactions in the Workplace this way the CRM users have an easy and convenient way to access that data Solution New Microsoft Dynamics CRM Windows Internet Explorer A x Ea l E Save and Close Help Solution New Ed amp Information Solution New ic General oF Information Components Ps a 7 B Entities Publisher 8 Default Publisher for demotest A Configuration Page A EH Option Sets Version fino Client Extensions fe Web Resources Description D Processes Plug in Assemblies l E Sdk Message Processin amp Service Endpoints fa Dashboards El Reports S Connection Roles e Article Templates fj Contract Templates g E mail Templates 3 Mail Merge Templates GP Security Roles B Field Security Profiles Display Name EMM Name EMM Installation Details Installed On Package Type Unmanaged z v Marketplace The current solution does not have marketplace information associated with it Status New ee pf a Pann TAA o 7 Go to Settings Solutions New and enter the required fields and save the form M Select solution components Webpage Dialog Ea Select solution components Select one or more solution components Component Type Entity z View custom z V Display Name Name Type State
16. Data Source Steps Select an option that this wizard will use to obtain data about this relying party Welcome Import data about the relying party published online or on a local network s Use this option to import the necessary data and certificates from a relying party organization that Choose Issuance publishes its federation metadata online or on a local network Authorization Rules Federation metadata address host name or URL Ready to Add Trust lt https apps cm Jocal 444federationmetadata 2007 06federationmetadata xml Finish Example fs contoso com or https www contoso com app Import data about the relying party from a file Use this option to import the necessary data and certificates from a relying party organization that has exported its federation metadata to a file Ensure that this file is from a trusted source This wizard will not validate the source of the file Federation metadata file location l Browse Enter data about the relying party manually Use this option to manually input the necessary data about this relying party organization cevas e ones ie Enter the Federation metadata address from customaze Email Marketing You have to enter the application URI of the customaze Email Marketing Web page which you have defined during the Setup plus federationmetadata 2007 06 federationmetadata xml e g https apps crm local 444 federationmetadata 2007 06 federationmetadata
17. Fy Copy a Link Save IE amp Copyas Copyas gonned Assign Run Close gt Delete SA Template fa E mail a Link wWartflow Sae Report Save Actions Collaborate Process Data Infor mation Campaign Campaigns t General Test Campaign Financials Administration customazge Notes Related Welcome to customaze E Mail Marketing Add on Click here to define your Newsletter Templates 4 Common Subject Owner created on Distribution starts on Status E Planning Activities fe Campaign Activities os Campaign Responses Connections Audit History lea EMM Wizard i E Mail Reaction No records to display 4 Sales ED Target Products Sales Literature 4 Marketing Target Marketing Lists Related Campaigns 4 Processes C amp Workflows Dialog Sessions Enter a name for the Activity and click Next Add Campaign Activity Windows Internet Explorer l o Ger a http localhost 1234 customaze emailmarketing distribution AddCampaign ctivity aspx org z slx scoae ej i File Edit view Favorites Tools Help De BE Laas Campaign Activity a gt BD eB L Bage G Tools customaze Campaign Activity Recipients I Content I Preparation Distribution m Information about the Campaign Activity Subject Test Activity Channel Email z lt Back Next gt P Sn en customaze Email Marketing 2 6 0 0 Page 65
18. Installer lt Back Cancel Paste the license data provided to you into this field Click Next customaze Email Marketing Setup Alej E Contract Information yN Insert your Contract information below A Contract Id Security Code customaze Installer Cancel Together with the license data you should have received a contract id and a security code Copy and Paste them into the fields Click Next customaze Email Marketing 2 6 0 0 Page 13 of 111 customaze customaze Email Marketing Setup fe Installation Complete Setup was completed successfully A Extract Email Marketing Configurator exe 100 Extract Email Marketing Configurator xmlSerializers dll 100 Extract customizations xml 100 Extract EMMEngine dll 100 Output folder C Documents and Settings fabian schulz Start Menu Programs custo Create shortcut C Documents and Settings fabian schulz Start Menu Programs cus Output Folder C Program Files customaze Email Marketing Created uninstaller C Program Files customaze Email Marketing emailmarketing unin Output folder C Documents and Settings Fabian schulz Start Menu Programs custo Create shortcut C Documents and Settings fabian schulz Start Menu Programsicus Extract C DOCUME 1 FABION 1 SCHILOCALS 1 Temp 2 nsp8C tmpicreatevirtual Completed al customaze Installer Please wait until the installation is completed Depending on
19. Progress Template Objects describe the layout HTML of your content elements Each Template Object is boundto one Data Structure But you may have multiple Template Objects for each Data Structure You can showthe same data with a different design that way Display Name Data Structure No records to display Jv Trusted sites Protected Mode Off fay Qo Now the Template Objects editor opens up customaze Email Marketing 2 6 0 0 Page 49 of 111 customaze Before you start editing the fields you will have to set a name and select a Data Structure from the drop down menu In the field below you can enter your HTML template f Ee customaze E Mail Marketing Control Center Windows Internet Explorer l X El Edit Template Object ab Name Article Data Article HTML template lt div gt lt hi gt lt hi gt lt div class content gt lt div gt lt div class image gt lt div gt lt div class link gt lt div gt lt div gt Check HTML HTML is valid You must save the record to add fields Fields Ll lt J Trusted sites Protected Mode Off Referring to our sample the HTML code should look like the screenshot Tip It is recommended to choose unique class names This way it will be easier for you to assign the Data Structures to the corresponding elements Note Of course the HTML of a professional template would look mo
20. contract id associated with the license and the new fully qualified including the internal domain name server name We ll upgrade the license free of charge o If you do not have a running support contract please contact us for a quote for the upgrade Please mention your old contract id in the email Upgrade outline a Install new SQL Server and new CRM server as recommended by Microsoft for CRM 2011 b Shut down the old installation of Email Marketing a Stop and disable both customaze services on the old machine This is very important because Email Reactions would otherwise still be transferred into the old environment b But remember Do not uninstall the software nor remove the custom entity Email Reactions from the system c Transfer both databases organization MSCRM and organization_EmailMarketing to the new SQL server d Import the organization into the new CRM 2011 deployment as usual Do not rename the organization e Add permissions for the App Pool account to the organization_EmailMarketing database The account needs datareader and datawriter permissions and should be mapped to the dbo schema f Make sure CRM itself is running fine after the upgrade g Create a second website on the CRM server see Pre Installation Tasks h Install Email Marketing for CRM 2011 on the new CRM server a Use the new SQL server and Windows Authentication for database access b Use the same contract id and security code as the ol
21. customaze Email Marketing 2 6 0 0 Page 33 of 111 customaze Test the Setup Once you are done installing everything required follow these steps to test the installation 1 Create a new M enter a name and click Save y Microsoft Dynamics CRM First name Last name Campaign Add Customize demotest A j Gy Save amp New P a 3 jail Sharing Ba a ka ad Deactivate G Copy a Link saven Copyas Copyas Connect Assign Start Run Close x Delete campaign Template t E mail a Link warttlow Dialog Reports Save Actions Collaborate Process Data Information ep Campaign Campaigns General Demo Campaign Financials Administration Notes v General Name ama Campaign Status Reason Proposed z Related Campaign Code CMP 01002 B0R5P2 Campaign Type Advertisement Ei 4 Common Currency Euro ire Planning Activities E Campaign Activities eee Response 100 Price List A A Campaign Responses Connections Audit History fad EMM Wizard go a E Mail Reaction Schedule Offer 4 Sales Target Products Proposed Begin Date Actual Begin Date E Sales Literature Proposed End Date Actual End Date 4 Marketing Target Marketing Lists E Related Campaigns Description Description 4 Processes CH Workflows Dialog Sessions Status Ane O O O l T T E Localintranet Protected Mode Of Fa x 100 7 customaze Email Ma
22. files on the server running Microsoft CRM You can then access all the template files easily with the program of your choice In this example we will create only trivial HTML and thus we will be using notepad for that purpose Our template will consist of three parts e A header containing some HTML and the salutation header htm customaze Email Marketing 2 6 0 0 Page 90 of 111 customaze e A footer containing the greeting and signature footer htm e Anemail template including both of the other templates default htm The overall Idea of the template is to have a table based layout with a fixed width to demonstrate how to handle the special requirements a table based layout creates The Header Template Create a file with the HTML editor of your choice we re using notepad for this example Copy and paste the following code into the template lt table width 400 gt lt tr gt lt td bgcolor navy gt nbsp lt td gt lt tr gt lt tr gt lt td gt if new_formofaddress startswith formal if new_language startswith german Sehr geehrte if gendercode startswith male r end if lastname end if if new_language startswith english Dear if gendercode startswith male Mr end if if gendercode startswith female Mrs end if lastname end if fend if if new_formofaddress startswith informal if new_language startswith german Hallo if gendercode startswith male Herr end if if gendercode start
23. image Image Image V Required field 30 F Allow user defined size g 40 50 g linkurl Linkurl Link V Required field 50 _ DataStructureEdit aspx DataStructureld 8iorgname customaze JV Trusted sites Protected Mode Off fay 100 Note If you check Required field the field will have to be filled with data when the Newsletter Template is created At the moment this function cannot be applied When you are finished click Save and close In the next step you can go on to the Template Objects customaze Email Marketing 2 6 0 0 Page 48 of 111 customaze Creating Template Objects Template Objects define how the Data Structures should be displayed They contain the HTML template and mapping instructions to map fields from the Data Structure to regions in the HTML template You can have multiple Template Objects for each Data Structure That means that you can display the same content in different ways You can create a Template Object for a teaser article with a larger headline and another Template Object for several smaller articles but you would use the same Data Structure for both Template Objects Go to the Template Objects page and click Add new Template Object g E customaze E Mail Marketing Control Center Windows Internet Explorer Data Structures Template Objects Newsletter Templates Activity s Distribution
24. it is much more likely that they download the invisible tracking images then An example of this kind of image could be a picture of each employee in the employee s signature Back to the tutorial Create a workflow that reacts on the creation of emails To do so go to Settings Workflows and click New to create a new workflow e Workflow New Webseitendialog Create Workflow Create a blank workflow or a workflow based on a workflow template Workflow name Check for Reactions Entity E mail v Type New blank workflow New workfiow from template select from list Template Name a Primary Entity Owner No Workflow Template records are available in this view 0 of 0 selected H 4 Pagei D gt Properties OK Cancel http vm dev 2 55 z Ei Lokales Intranet Gesch tzter Modus Aktiv EZ Add a Wait condition and tell it to wait two days customaze Email Marketing 2 6 0 0 Page 99 of 111 customaze M Specify Workflow Condition Webseitendialog a lh Save and Close Ematevsi2Afier Crested ony amicas Gear Is Greater Than Dynamic Values Workflow Execution Time Months Da Hours Minutes fo fo so fo z Page 100 of 111 customaze Email Marketing 2 6 0 0 customaze Select the row below the wait condition and insert the customaze Get Email Reaction Count action Set
25. of 111 customaze Now we re going to add the test contact and the test marketing list to the Campaign Activity fA dd Marketing Lists Windows Internet Explorer _ BEES Go a http flocalhast 1234 customaze emailmarketing distribution AddMarketingLists aspx oranar gt x coge ej File Edt view Favorites Tools Help We BE Jy Add Marketing Lists A D h v b Page G Toos customazg Campaign Activity Recipients Content Preparation Distribution Please add test recipients if you want to You must add at least one Marketing List Test Recipients Marketing Lists Reco Emai Type listivame No Entries No Entries Add Remove Cancel lt Back Next gt Pi eS Se A ees ed m al ee Click Add in the left pane labeled Test Recipients Click your test recipient and click OK Go Aashetp jflocalhost 1234jcustomaze emaiimarketingldstrbution AddMarketingLists aspx2orgnaiz X Goole P File Edit View Favorites Tools Help w amp e Aj Add Marketing Lists A D A ee Gwe OSAA e rea Select Entity Campaign Activity Type Contact z Please add test recipients if yol Search Fullname email schule customaze de tester Click Add in the right pane Marketing Lists Select the test Marketing List and click OK
26. option Enable encryption Selected application certificate CN winj tSpp 7677e crm5demo local Issuer name registry changes There is an existing ConfigurationBasedissuerNameRegistry Fed Util will add one more trusted issuer to your existing IssuerNameRegistry if not already present ity Token Service selection STS antian I loa an avietinn CTC Trust management I Schedule a task to perform daily WS Federation metadata updates If selected Fed Util will create a task in the Task Scheduler to silently query the STS s WS Federation metadata document every day at 12 00 AM This task will update the application s configuration if there are changes detected in the metadata document such as signing certificate changes as a s Click Finish Edit Web Config You may have to edit the web config of customaze Email Marketing The web config is located at SinstallPath customaze Email Marketing website application lt microsoft identityModel gt lt service gt lt applicationService gt lt claimTypeRequired gt lt claimType type http schemas xmlsoap org ws 2005 05 identity claims upn optional true gt lt Following are the claims offered by STS http stsl win j9t9pp7677e crm5demo local adfs services trust lt claimType type http schemas xmlsoap org ws 2005 05 identity claims name optional true gt lt claimType type http schemas microsoft com ws 2008 06 ide
27. problems e No support for CRM Online at this time e ADFS 2 1 Windows Server 2012 has a known bug which prevents SDK calls from working Please apply the following KB Article http support microsoft com kb 2828015 Installation System requirements You need to have the following Software installed on the target server e Windows 2008 R2 or Windows Server 2012 e Works only with 64 bit operating systems e Microsoft CRM 2011 e Microsoft NET Framework 4 0 e Microsoft Windows Identity Foundation SDK V 4 0 e Special User in the CRM Permission requirements You need the following permissions for the installation e System Administrator e Deployment Administrator for the CRM installation e Sysadmin role for the SQL server customaze Email Marketing 2 6 0 0 Page 4 of 111 customaze Pre Installation Tasks Special CRM User The E Mail Marketing tool needs a special User to read and write data to the CRM and the SQL Server Please create a new User in your Active Directory with at least Local Administrator Permissions for the CRM Server Create a new CRM User with System Administrator Role for the new Active Directory Account If you have already a special User which exist in your AD and CRM you can use it Please verify that the User has the required permissions CRM Security Role All users accessing the E Mail Marketing tool must be allowed to read the CRM s meta data Please create a security role in CRM called crmUp E Ma
28. the properties of that action to the email E Set Custom Step Input Properties Webseitendialog x amp Fjsave and Close Help Workflow Check for Reactions Set Custom Step Input Properties Property Name Data Type Value SPER Email Emai MessageEmaid a pase oyramc vaus a Dynamic Values a tor Set to Look for Email z E mail Message z Add X MoveUp Move Down E mail Message E mail Default value ire d i Lokales Intranet Gesch tzter Modus Aktiv Z Insert a check condition after that step that checks if the Reaction Count is 0 M Specify Workflow Condition Webseitendialog x ai El Save and Chose Hep P dear Form Assistant 7 Get reaction count EmailReactionCount Equals o Dynamic Values x Select Dynamic Values Click the row below that check condition and react properly In our example we re going to create a task for the sender of the email But everything else would be possible as well customaze Email Marketing 2 6 0 0 Page 101 of 111 customaze Click Add Step Create Record Set the Create dropdown to Task Configure the Properties to contain something like this e Create Task Webseitendialog Ea ot al Save and Close Help i Workflow Check for Reactions X Create Task Task Additional Fields a Email has no Em
29. the speed of your system this can take a few minutes Click Next If Claims Based Authentication is not enabled you can finish the Setup When Claims Based Authentication is enabled the Setup will start the Federation Utility y Administrator Federation Utility Welcome to the Federation Utility wizard This wizard helps you to establish a trust relationship between a claims aware application and a Security gg Token Service STS pai ae any Bae C Program Files amp 86 customaze Email Marketing website application web config Example c inetpub wwwroot application 1 web config Application URI Jhttps apps cmm Jocal Port v Example https www contoso com application1 customaze Email Marketing 2 6 0 0 Page 14 of 111 customaze In the Application configuration location Textbox please enter the path of the web config of customaze Email Marketing You can find the web config in SinstallPath customaze Email Marketing website application In the Application URI Textbox you have to enter the application URI of the customaze Email Marketing Web page which you have defined during the Setup Click Next amp Administrator Federation Utility Security Token Service Select a Security Token Service STS option gg C NoSTS Seres claims programming model for the selected application This option does not require a Security Token ervice Great
30. xml Click Next customaze Email Marketing 2 6 0 0 Page 23 of 111 customaze i Add Relying Party Trust Wizard xi Specify Display Name Steps Type the display name and any optional notes for this relying party Welcome Select Data Source Display name customaze Email Marketing Specify Display Name Choose Issuance Notes Authorization Rules Ready to Add Trust Finish come Tie cmos tee Please enter a suitable Display Name e g customaze Email Marketing Click Next customaze Email Marketing 2 6 0 0 Page 24 of 111 customaze i Add Relying Party Trust Wizard Lx Choose Issuance Authorization Rules singe Issuance authorization rules determine whether a user is permitted to receive claims for the relying party Welcome Choose one of the following options for the initial behavior of this relying party s issuance authorization tules Select Data Source Pemt all users to access this relying party The issuance authorization rules will be configured to permit all users to access this relying party The Specify Display Name aoe Ea mnoe relying party service or application may still deny the user access Ready to Add Trust Deny all users access to this relying party Finish The issuance authorization rules will be configured to deny all users access to this relying party You must later add issuance authorization rules to enable any users to access this relying party You
31. 8 Post Installation tasks Verify the installation ccccccccccssssssseeecccceecessssseeeeeeeeeecesssaeeeeeeeeeseeesaees 21 SOL SCWEN tee cee cued anc cn cucu E E E R R eee RER 21 Service IDentities ee cece eceesnnceeeeeeeeeeeeeaaeeeeeeeeeeeeeaaaaeeeeeeeeeeeeaaaaeeeeeeeeeeeeeaaaaeeeeeeeeeeeeaaaeeeeeees 21 crmUp App Pool identity eee eee eee aa nnne 21 Establish trust with Email Marketing ccccccccccccccccceeeeee eee ee cece eee ee eee e eee e cece eee e eee ee EEE EEE EE EEE EEE EEEEEEES 21 Show Email Reactions in the Workplace cccccccccccccccceee cece cece cence cece ence eee e eee e EE EEE EEE EEE EEEEEEEEEEEEEEEEE EES 31 MESC EG SOCUP E 34 Troubleshooting siicisae circirctircicirstirsireirslcirsacasauasasasenssesucaesnsecaeensesesesueeenacesenanacesecenacacennnecacennnecacsusteceaes 40 Web Designer s Manual csssscccccccessssssnnceceeeessseennnseeeseeesseseennaeeeeeecesseeeeaaaeeeeeeessseesenaeeeeeeeessesesaaes 41 Why do we need the Web Designer s Manual ccccesssssccecceesseessneeeeceeessssesnaeeeeeeesssessnnaaeeeeees 41 WIC G SMO SUA ores econo reese eesreee eas eee ese eee en eee 41 Creating Data Structures cccccecccsseeeeeeeeeeeeeaaaeeeeeeeeeeeeaaaaaaaeeeeeeeeeeaaaaaeaeeeeeeeeaaaaaaaaeeeeseeeaaaaaaneeeeees 44 Creating Template Objects 00 0 0 enn eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 49 Creating Newsletter Templates 0 0 0 0 inn nnn en nnnneeeneeeeeeeneeseeee
32. CRM URLs You can easily determine these addresses with PowerShell Please open PowerShell on the CRM Server and enter the following Commands Add PSSnapin Microsoft CRM PowerShell ScrmUrl Get CRMSetting webAddressSettings ScrmUrl DiscoveryRootDomain The output is the CRMServer Name and the Discovery Service URL Claims ScrmUrl Get CRMSetting ifdSettings ScrmUrl DiscoveryWebServiceRootDomain The output is the Discovery Service URL IFD The Discovery Service URL Claims and the Discovery Service URL IFD can be left blank if they do not apply to your configuration customaze Email Marketing 2 6 0 0 Page 109 of 111 customaze The output in the PowerShell windows is similar to the picture below B Administrator Windows PowerShell Mifel x Windows PowerShell Copyright lt C gt 26869 Microsoft Corporation All rights reserved PS C Users Administrator gt Add PSSnapin Microsoft CRM PowerShell PS C Users Administrator gt crmUrl1 Get CRMSetting webAddressSettings PS C Users Administrator gt crmUrl1 DiscoveryRoot Domain internal win j t pp7677e crmSdemo local 444 PS C Users Administrator gt crmUrl Get CRMSetting ifdSettings PS C Users Administrator gt crnUr1 DiscoveryWebServiceRoot Domain dev win j t pp7677e crmSdemo local 444 PS C Users Administrator gt customaze Email Marketing 2 6 0 0 Page 110 of 111 customaze Contact Information If you have any comments or f
33. Customizable Description 2 V y E Mail Reaction crmup_emailreaction Entity Managed True KJ gt 1 1of1 1 selected H 4 Pagel D gt https localhost 5556 demotest Tools Solution componentdialog aspx appSolutionId 7bl m Local intranet Protected Mode OFF Ey Go to Components Entities and press Add Existing select E Mail Reaction and press okay customaze Email Marketing 2 6 0 0 Page 31 of 111 customaze e Missing Required Components Webpage Dialog Missing Required Components The system detected that the selected components require other components currently not included in the solution Do you want to add those components Yes include required components C No do not include required components Missing Required Components Display Name NamefId Component Type Parent Entity Managed Solution 2 Account account Entity System Solution Campaign campaign Entity System Solution Contact contact Entity System Solution Lead lead Entity System Solution Marketing List list Entity System Solution gt H 4 Page i gt https flocalhost 5556 demotest _gridjcmds dig_addsolutioncomponent aspx a Local intranet Protected Mode Off Ez If you get a Missing Required Components Webpage Dialog select Yes include required components Solution EMM IS Microsoft Dynamics CRM Windows Internet Explorer
34. Data Structure earlier customaze Email Marketing 2 6 0 0 Page 53 of 111 customaze p customaze E Mail Marketing Control Center Windows Internet Explorer Des Edit Template Object Bead aut i Field a Field type Image Mapping path idiv class image a Replace HTML tag Expression custom expression v Custom expression record image ToString Link the result Additional config XML Field a Field type Text X Mapping path div class link b Replace HTML tag Expression custom expression v Custom expression record linktext ToString Link the result Link Expression custom expression v Link Custom expression record linkurl ToString Additional config XML TemplateObjectEdit aspx T emplateObjectIld dcef64 b4 6fel 4319 85ce 765fcaead9cd amp orgname customaze s Trusted sites Protected Mode Off gy 100 Finally if you want to you can change color and style of the link entering XML code into the Additional config XML field To change the color and remove the underlined appearance of the link you would enter the following code lt config gt lt linkstyle gt color 0090AA text decoration none lt linkstyle gt lt config gt When you have assigned all of your fields click Save and close In the next step you can go on to the Newsletter Templates Note To add a new Newsletter Template a
35. E Marketing List Add Customize Set Default Run Start Run Export Marketing List Baad to Another Marketing List View Workflow Dialog Reports Members Actions Collaborate View Process Data Manage Members Marketing List Add remove or evaluate marketing Test Contact Marketing Lists t4 list members EKo ie Eeee elda iJ Marketing List Members Contact Associated View Search for records 2 members you want to manage Full Name Business Phone fe 4 Common M S4 Martin Talk E3 Marketing List Members Connections Audit History A E Mail Reaction 4 Marketing Campaigns 4 Quick Campaigns 4 Processes amp Workflows Dialog Sessions 1 1 of 1 0 selected KM 4 Pagel Dd All S A B CDE FG nh r Y kK LL MN Oo PF GR Ss T UN WS F z Status Active fjavascrty eff i Localintranet Protected Mode Off Pa x 100 7 Step 4 Create a new Campaign 1 Click Campaigns in the Navigation Bar of the Marketing Section 2 Click New 3 Enter some sample data 4 Click save not save and close customaze Email Marketing 2 6 0 0 Page 63 of 111 Campaign Add Campaign Test Campaign Microsoft Dynamics CRM Windows Internet Explorer Md Microsoft Dynamics CRM Customize customaze demotest A Gy save amp New lees ail Deactivate Save save a Close X Delete Save Cop campaign Template r E a ja
36. EmailMarketing Create Update DB Contract Id 417 Security Code 245345regfas ll tt ti C I Enable Clicktracking by default I Enable Email Opened tracking by default IV Enable Incoming Emails Service customaze Email Marketing 2 6 0 0 Page 105 of 111 customaze The Distribution Settings Tab Use this Tab to define the way your e mail will be send A r A Configurator E Mai Marketing Configurator Please select the Organization to configure demo2 v License Settings Distribution Settings Solution Please update the Distribution Settings as required and press Update Settings for the selected Organization Distribution Mode CRM Update SMTP Settings SMTP Server SMTP Usemame SMTP Password SMTP Auth Method customaze Email Marketing 2 6 0 0 Page 106 of 111 customaze The Solution Tab The crmUp Email Marketing solution contains the custom entity crmup_emailreaction an addition to the navigation bar of the campaign entity a couple of workflow assemblies and a plugin that can be registered on the send step of the email entity to send every email with the email marketing templating and link tracking engine E Mail Marketing Configurator cusbmazsg E Mail Marketing Configurator koea mk Cere To remove the solution delete it in CRM Please be careful This also deletes all Email Reactions customaze Email Ma
37. Link oe X Delete Save Save amp Manage Add to Connect Assign Start Run log Reports Run Close Members Campaign f E mail alink Workflow Dia Save Actions Collaborate Process Data Information Marketing List Marketing Lists ga New Notes Related Name Test Contact Member Type Contact 4 Common ER Marketing List Members Type Static C Dynamic ES Connections 4 Audit History fa E Mail Reaction Source Modified On Purpose 4 Marketing Currency Campaigns Cost Last Used On 4 Quick Campaigns Locked Owner ee 4 Processes No Yes amp Martin Takk G 2 C amp Workflows Description Dialog Sessions Description TIE Bi tree rare Protected totes OF Mg gt tt gt Step 3 Add the test contact to the marketing list 1 Click Marketing List Members in the Navigation Bar of the Marketing List you just created Click Manage Members Choose to use the Lookup to add members Select the test contact you created in step 1 Click OK and then click save and close in the Marketing List form 1 Pe NS customaze Email Marketing 2 6 0 0 Page 62 of 111 customaze Marketing List Test Contact Microsoft Dynamics CRM Windows Internet Explorer lel xi C ListTools A4 Microsoft Dynamics CRM eg Marketing List Members demotest a gy Create Opportunities EE Copy a Link ia is E Se A Remove from Marketing List ta E mail a Link Ba
38. Mail Marketing solution so you will need a little knowledge to use it correctly This manual will provide some basic information about how to build E Mail Marketing templates It will introduce you to template design step by step along with giving an example of a simple template for an HTML newsletter article Where to start Take a look at the E Mail Marketing Control Center You will get there from the welcome page of the EMM Wizard when you click the link at the top Click here to define your Newsletter Templates customaze Email Marketing 2 6 0 0 Page 41 of 111 customaze Campaign Demo Campaign Microsoft Dynamics CRM Windows Internet Explorer Ai Microsoft Dynamics CRM First name Last name Campaign Add Customize demotest A Save amp New w Sharing ll bey 4a8S350 g a Deactivate E Copy a Link uv Save Save amp Copyas Copyas Connect Assign Run Start Run Close X Delete Campaign Template X ta E maila Link Workflow Dialog Reporty Save Actions Collaborate Process Data Information Met Campaign Campaigns r General l Demo Campaign Financials Administration customaze Notes Related Welcome to customaze E Mail Marketing Add on Click here to define your Newsletter Templates 4 Common Subject Owner created on Distribution starts on Planning Activities ie Campaign Activities 2 Campaign Responses Connections Audit History lad EMM Wizard Ca E Mail Reaction
39. WSIS COM CIGIONS isch RE O OE E O O OOA 74 E AES T e Ee 76 Plugin Interface custom code during the send PrOCesS ssssccccccccsssessssseeeeeceessessnnteeeeeeeesssesnaaes 79 Workflow EXtOMSIONS 2 3s 52sssse05sassaeteaczasazcassasazceasassasnazasssenanvaasenas astancacaasansaeasagcaezasansnazayen fade 81 GGKOUP CUSTOMAZ Es sce ceceeccccecccececeties seancecsan suas seciecece da suacndiece doce asuae tesecececuaeaual dean ducecuseouan deuectsbeues 81 customaze Template EiMaillS lt c c c ccccccccccccccccmccemcccaccsmctcaccemecemscemctamsceuetemcdemstamsteustamcceucteusceactencecs 82 customaze List MANAZEMEN e eee ceceeeeeeeeeeeceeceaaeeeeeeeeeeeeeaaaaaeeeeeeeeeeeaaaaaeeeeeeeeeeaaaaaeeeeeeeeeeeaaaaaees 82 Role based access to E Mail Marketing 00 ccciiineennneeneeeeneeeeeeeeseeeeneseneeeeneeeeees 84 INTER TATION SCO MANOS exec scare cae eee i aeei ded need ded i eae ee eee 85 Multi language auto salutation template cccssscccccccesseessnneeeeeceeseseesnnseeeeeeesseseennaeeeeeeeesssssnaaaes 85 Modifications to the CRM cccscccceeseneeeeeeeeeeeeeeaeeeeeeeaaeeeeeeaaeeeeseeaaeeeseeaaeeceseaaeeeseeaeeeesenaeeeeees 85 Creating the template E E E ieee cee ce eed ce ed cece ced eects 90 Integrate an unsubscribe liNk eee eeeessseececeeessssseneeeeeeeeseseecnnseeeeeeceeseeesnaseeeseeessseeesnaaeeeeeeessssenaaaes 95 Check if your emails are opened cceeeecessssececeeeeessesnneeeeeeeesseesnnaeeeeees
40. ail Reaction in their name are meant to be used in reaction to an email reaction for instance in a workflow reacting on Email Reactions They would remove the account contact or lead who has triggered the Email Reaction from the marketing list Input Properties e Member account contact lead email reaction e List marketing list customaze Email Marketing 2 6 0 0 Page 83 of 111 customaze Role based access to E Mail Marketing If you want to restrict access to e mail marketing to a specific group of users you ll want to implement the role based access Keep in mind that this is not a real security feature It just turns off the welcome screen of E Mail Marketing If the users know the URL of the Control Center it is still possible for them to access the templates Implement role based access a Create a new security role in CRM Name doesn t matter but E Mail Marketing would make sense b On the CRM server open up Regedit c Go to HKLM Software customaze Email Marketing lt organization name gt d Create a new string value named Role with the value set to the name of the security role In this example the value would be E Mail Marketing e The setting is active immediately The next time a non authorized user opens up the EMM Wizard page in the campaign they ll get an access denied message customaze Email Marketing 2 6 0 0 Page 84 of 111 customaze Integration Scenarios Wrapping the previous chapt
41. al React Form Assistant The email with the subject Dynamic Values z has no reactions until now pee yN tor Set to 7 Look for Email z Subject z X MoveUp Move Down Remana RETEST Owner Owner mai ssa Priority Normal E oeut vane x Smo S Category Sub Category The whole workflow should look like this A lel Gjsaveandclose Q Q Publish xy Actions a Workflow Check for Reactions Information Details Aa General Administration Notes Hide Workflow Properties System Jobs 2 workflows Workflow Name Check for Reactions Options for Automatic Workflows Entity Emai Scope Juser z _ Start when I Record is created Workflow x peas J Record status changes Available to Run I Record is assigned FT On demand J Record attributes change Select T As a child workflow T Record is deleted Gadd Step Fa Insert X wait two days Wait until Workflow Execution Time gt Days 2 After E mail Created On then 2 Get reaction count customaze Get Email Reaction count from Email Set Properties Has Reactions If Get reaction count EmailReactionCount equals 0 then 2 Create a task create Tak x Set Properties customaze Email Marketing 2 6 0 0 Page 102 of 111 customaze Click Publish to save and publish t
42. anagement Add X to List As the name implies these workflow extensions are meant to automatically add an account contact or lead to a marketing list If the member already exists in the list nothing happens The extensions having an Email Reaction in their name are meant to be used in reaction to an email reaction for instance in a workflow reacting on Email Reactions They would add the account contact or lead who has triggered the Email Reaction to the marketing list Input Properties e Member account contact lead email reaction e List marketing list Is X Member of List This workflow extension returns true if the given account contact or lead is member of the given marketing list The extensions having an Email Reaction in their name are meant to be used in reaction to an email reaction for instance in a workflow reacting on Email Reactions They would check if the account contact or lead who has triggered the Email Reaction is a member of the marketing list Input Properties customaze Email Marketing 2 6 0 0 Page 82 of 111 customaze e Member account contact lead email reaction e List marketing list Output Properties e IsXMemberOfList boolean Remove X from List These workflow extensions remove the given account contact or lead from the given marketing list If the account contact or lead is not a member of the marketing list nothing happens The extensions having an Em
43. and select another Folder Click Next to continue Destination Folder C Program Files customaze Email Marketing Browse Space required 45 6MB Space available 7 9GB customaze Installer lt Back Next gt Cancel Select the installation directory and click Next customaze Email Marketing Setup Afe x Select CRM Website a Select the Website where Microsoft CRM is installed an Please select the Website that Microsoft CRM uses from the dropdown list CRM Website Microsoft Dynamics CRM customaze Installer Cancel Select the Website where Microsoft CRM is installed A virtual directory will be created in the ISV folder Click Next customaze Email Marketing 2 6 0 0 Page 9 of 111 customaze customaze Email Marketing Setup Select crmUp Website Select the Website where the crmUp add ons should be installed Please select the website the crmUp add on uses DO NOT USE THE CRM WEBSITE AGAIN This will not work When in doubt create a new website with ITS manager crmUp Website eS crmUp Website URL https url to emailmarketing Portnumber Ex http apps crm local customaze Installer You need to create a website dedicated for our add ons This website must be different from the CRM website and it needs a second hostname a subdomain or a different port Read Pre Installation tasks in this manual for more information When you have created that website restart setu
44. apin Specify Display Name IV Open the Edit Claim Rules dialog for this relying party trust when the wizard closes Choose Issuance Authorization Rules Ready to Add Trust Finish Please mark the check box to launch the Edit Claim Rules Dialog and press close customaze Email Marketing 2 6 0 0 Page 27 of 111 customaze Edit Claim Rules for customaze Email Marketing Click on the Add Rule button customaze Email Marketing 2 6 0 0 Page 28 of 111 customaze ki Add Transform Claim Rule Wizard xl Select Rule Template Stone Select the template for the claim rule that you want to create from the following list The description Choose Rule Type provides details about each claim rule template Configure Claim Rule Claim rule template Claim rule template description Using the Pass Through or Filter an Incoming Claim rule template you can pass through all incoming claims with a selected claim type You can also filter the values of incoming claims with a selected claim type For example you can use this rule template to create a rule that will send all incoming group claims You can also use this rule to send only UPN claims that end with fabrikam Multiple claims with the same claim type may be emitted from this rule Sources of incoming claims vary based on the tules being edited For more information on the sources of incoming claims click Help Tell me more about this rul
45. are created in Microsoft CRM The second part sends them to the recipients The first part is non interruptible so there s only a progress bar there paign Distribution Windows Internet Explorer Go Zachitp flocalhost 1234 eustomaze emaimarketingldistrbution CampaignDistrbution aspitorgy 7 x co File Edit view Favorites Tools Help w BE H Campaign Distribution D o ieo Toos gt Campaign Activity Recipients Content Preparation Distribution Distribution Settings Sender Current User z Use CRM Trackingcode Dont use Trackingcode in subject z I Use tracking for hyperlinks This modifies al hypertinks in the emails to go through a clicktracker Email Subject Newsletter for firstname BA lice tracking for amal pars This inserts a hidden image into the email When the user opens the email the mage amp downloaded and you get a notification about the A IT Use inline images caution This slows down the process dramatically This downloads ail referenced images in the emai and adds them as attachments to it Test the Distribution Recipient tester customaze de z Send Test E Mail Process the Distribution Progress F Cancel lt Back Next gt 4 gt pore i teccintranet a A The second part where the emails are actually sent is interruptible That means you can click Stop at any time When you start again only those ma
46. ateObjectEdit aspx T emplateObjectld b1534281 4fc6 4e84 bd21 9016fba9e615 amp orgname customaze Done Jv Trusted sites Protected Mode Off gv 100 Tip Usually the mapping works better if you enter an XPath expression yourself You would use the XPath syntax to select an element by its class name for instance The advantage here is that you do not link directly to the underlying data You will not have to change the mapping paths if you add changes to your HTML because your own XPath expressions refer to the elements name not to the sequence of the HTML code like the user interface does when you are using the green buttons You will find plenty of information about the XPath syntax on the Internet www w3schools com gives a good overview for the start As you can see in the screenshots we entered our own XPath expressions To make it easier for you to understand the logic of our expressions we will explain them step by step To select an element node use would select the root node In our case we entered div If there are many divs as in our HTML example you will have to add an attribute using to select a specific element In our case we refer to the class names as with class content So a complete path expression could look like this div class content customaze Email Marketing 2 6 0 0 Page 52 of 111 customaze
47. ault but you can configure it that way the class is instantiated for every e mail This is due to technical limitations and must be considered only when you use the plugin e The subject and description are passed by reference Description contains the whole e mail including all HTML markups e All field replacements and include instructions are processed before the plugin is called e Click through e mail opened tracking is inserted after the plugin is called When you insert links into the e mail they will be tracked by the tracking server too customaze Email Marketing 2 6 0 0 Page 79 of 111 customaze How to activate the plugin step by step a Create a class library project in Visual Studio b Use the sample code from above for your first Hello World project c Build the project copy the DLL into a directory on the CRM server The DLL must be readable by the identity the Distribution Service uses Exception When the plugin is used it must be readable by the identity the Asynchronous Service uses d Open up Regedit and go to HKLM Software customaze Email Marketing lt organization name gt e Create these keys a DLLPath The full path to the DLL on the CRM server Example C Temp theDynamicDLL dll b DLLClassname Name of the class including the namespace Example theDynamicDLL Class1 uppercase lowercase matters here so be careful f That s it No restart or anything similar required The next distribution uses th
48. can change the issuance authorization rules for this relying party trust by selecting the relying party trust and clicking Edit Claim Rules in the Actions pane coos i ones is _ On the Choose Issuance Authorization Rules page make any appropriate choice Click Next customaze Email Marketing 2 6 0 0 Page 25 of 111 customaze Wy Add Relying Party Trust Wizard Fe Ready to Add Trust Steps The relying party trust has been configured ee and then click Nest to add the Welcome relying party trust to the AD FS configuration database Select Data Source a Siete iiias Wonitorng identifiers Encryption Signature Accepted Claims Organization Endpoints na gt Choose Issuance Specify the monitoring settings for this relying party trust Authorization Rules Ready to Add Trust Finish Relying party s federation metadata URL This relying party s federation metadata data was last checked on 10 10 2011 This relying party was last updated from federation metadata on 10 10 2011 _ lt Brevous _Net gt Cancel_ Hep On the ready to Trust site please validate your settings and press next Click Next customaze Email Marketing 2 6 0 0 Page 26 of 111 customaze epn The relying party trust was successfully added to the AD FS configuration database abcess You can modify this relying party trust by using the Properties dialog bax in the AD FS 2 0 Management Select Data Source sn
49. ct Newsletter Data Structure Newsletter v HTML template Zp gt TemplateObjectEdit aspx TemplateObjectld 73173ba7 bb27 4d91 a29f ec70b20ec1b7 amp orgname customazeDemo J Trusted sites Protected Mode Off customaze Email Marketing 2 6 0 0 Page 56 of 111 customaze Creating Newsletter Templates Finally you are ready to build a complete Newsletter Template Imagine that the Newsletter Templates are like Word templates To prepare a new mailing users will only have to insert their content into the corresponding fields Go to the Newsletter Templates page and click Add new Template E Ee customaze E Mail Marketing Control Center Windows Internet Explorer l z Data Structures Template Objects Newsletter Templates Activity s Distribution Progress Display Name Description No records to display Add new Template Copy Template Delete the Selected Template Edit The Template Import Export This exports the selected template to a XML file induding all the required Data Structures Template Objects and Images GBrowse Porta template please select the file using the select button and dick Import then ov Trusted sites Protected Mode Off fay Qo Now you have to select a Data Structure of the type page and a Template Object from the drop down menus and give a name to the Newsletter Template If you want to you can al
50. customaze customaze Email Marketing 2 6 0 0 For Microsoft Dynamics CRM 2011 Installation and Manual Version 1 1 Last Updated 23 July 2012 2012 customaze GmbH Germany All rights reserved customaze Email Marketing 2 6 0 0 Page 1 of 111 customaze Table of Contents Whats NEWN 2 6 recargo E E EE EEEE T a aTa 4 Known problemS eseeeseseesssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssnsnsn sennen ne 4 Haato E me tecs eee tageoe cree 4 System IFSC MIRE IMIG INS a ore sie e a ees E E A eects EE E E E eee eee 4 Permission requirements cceeeeeeeeeceeaeeeeeeeeeeeeeaaaaaeaeeeeeeeeeaaaaaaaeeeeeeeeaaaaaaaaeeeeeeeeaaaaaaeeeeseeeeaaaaaaes 4 Pre Installation Tasks cceeeeeeeesscceeeeeeeeeeeenaeeeeeeeeeeeeeaaeeeeeeeeeeeeeaaaeeeeeeeeseeeaaaaeeeeeeeseeeaaaeeeeeeeeeeeeeaaaaes 5 CRM Security Role eera a a a an A O O O OA OA OA O O O O O O OOO 5 Dedicated website in IIS sssssssssssrsssssssssesrrssssssrrrerrsssssssretertsssssrreernssssssrttenunssssotreeeunsssssrreennnsssnnt 5 Upgrading E mail Marketing for CRM 4 to CRM 2011 eeessssssssssssssrrsrsssssserrrrrsssssrerernsssssssrreensssssnt 6 Remank Serec e E N E E N E A 6 Upgrade OUtIIN Eseries rererere rererere araia E E EE 6 Handy tools and hints cece ccc cc cece cece cece cece eee e cece cence EEE EEE EEE EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEES 7 istallat Oner N E A cuetecaveees uct cuetes A R T E ee
51. d installation did use The license code has to be upgraded though Please see remarks above c Stop the customaze services Set the Identity of the Service to the same Identity as the crmup app pool customaze Email Marketing 2 6 0 0 Page 6 of 111 customaze e You can and should copy over the registry value LastKnownld from the old installation to prevent duplicated Email Reactions Location in the registry is HKLM Software customaze Email Marketing lt organization gt f You can also copy over some more configuration entries there if you would like to use SMTP based sending Or you can use the Email Marketing Configurator to set them again g Start the customaze services again and have a look into the Application log in the Event Viewer If there are no error messages chances are high that everything works fine i Verify the installation by opening up an old campaign Take a look at the statistics All data there If not verify that you really copied over the databases correctly and just re run the setup j Create a new Email Marketing distribution and verify if it is send out correctly Handy tools and hints e Most errors can be traced down in the CRM trace log Visit the Microsoft Knowledge Base to learn how to enable tracing and have a look into the logs e CRM 2011 seems to have problems with multiple bindings to its website Make sure you do not have multiple hostnames or multiple http listeners bound to the website
52. d to insert data of the email owner customaze Email Marketing 2 6 0 0 Page 73 of 111 customaze Using Conditions Conditions in the Template Language are a simple yet powerful concept to insert data depending on data contained in the recipient s entity The structure of the conditions is the same for all conditions if operator expression things to insert if condition is true end if Operators Equals Synopsis if fieldname equals value body end if Example if new_language equals english EN end if The operator equals trims whitespace from begin and end and compares case insensitive Startswith Synopsis if fieldname startswith value body end if Example if salutation startswith mrs femalefend if The operator startswith trims whitespace from begin and end and compares case insensitive from the beginning A match occurs when all characters from value are found in the beginning of the field s data This is the preferred operator for string comparison Greater and Less Synopsis if fieldname greater value body end if Example if creditlimit greater 1500 You have credit end if Example if creditlimit less 100 No credit end if The operators greater and less try to parse the field data and the value as decimal values customaze Email Marketing 2 6 0 0 Page 74 of 111 customaze Isnull and Hasdata Synopsis if fieldname isnull body end if Example if parentcu
53. dd delete and edit elements as well as cut and copy them Users will have a very similar view of the Newsletter Template but basically they will just edit the single content elements F Ee Edit Newsletter Template Windows Internet Explorer a X Send Test Email Content Editor Show edit controls This is a title Longer for quite postage yourself latest removable brand chance does dazzling desire Tighter superior first pleasure excites yourself confident outlasts senses Newest value economical mouthwatering waxy goodbye excites extra convenient Tangy handling amazing cholesterol stimulates opportunity to extra time Drink tired incredible a mouthwatering with fat free J Trusted sites Protected Mode Off customaze Email Marketing 2 6 0 0 Page 60 of 111 customaze User s Manual Walkthrough Send a newsletter Step 1 Create yourself as a contact for testing 1 Click Contacts in the Navigation Bar of the Workplace 2 Click New 3 Enter some sample data and your email address Click Save and Close then Contact Martin T lk Microsoft Dynamics CRM Windows Internet Explorer 4M Microsoft Dynamics CRM Martin Tak Contact l Add Customize demotest a Save amp New Sharing SET S E 3an OBS a Deactivate F Copy a Link I Save Save amp Add to Marketing Connect Assign Run Start Run Close X Delete List fg E mail a Link Workflow Dialog Report Save Collaborate Process Data Info
54. e e mail But it would be also possible to implement conditions that are too difficult to be expressed in our template language Programming for the interface is very easy See this class as a simple example of such a plugin namespace theDynamicDLL public class Classi private DateTime _createdOn DateTime MinValue public Class1 _createdOn DateTime Now public void Process string toEntityType Guid toEntityld string regardingobjectEntityType Guid regardingobjectEntityld string fromEntityType Guid fromEntityld string ownerEntityType Guid ownerEntityld ref string subject ref string description subject DateTime Now ToString description r nTo toEntityType toEntityId ToString r nRegarding regardingobjectEntityType regardingobjectEntitylId ToString r nFrom fromEntityType fromEntityId ToString r nOwner ownerEntityType ownerEntitylId ToString The only method that needs to be implemented is the Process method The parameters must match the example exactly Technical details e During the send process the class is instantiated ONCE not for every e mail but only once at the beginning of the process So it is no problem to do costly processing in the default constructor it is only executed once e There is an exception If you use E Mail Marketing as a plugin for each and every e mail this is not the def
55. e DLL customaze Email Marketing 2 6 0 0 Page 80 of 111 customaze Workflow extensions The email marketing tool comes with extensions to the CRM workflow manager These workflow methods can be used to achieve tasks related to the email marketing add on but they can be used stand alone as well Group customaze Get Email Reaction count from Email Input Properties Email email Output Properties EmailReactionCount int Purpose This method returns the number of Email Reactions that were created in reaction to the given email or 0 if there are no reactions yet Usage scenario Create a workflow for each email sent from your CRM system that waits for 24 hours and then checks if there are email reactions If not send a reminder email did you receive our email Is Campaign Email Input Properties Email email Output Properties IsCampaignEmail boolean Purpose Returns true if the given email is regarding a campaign activitiy Usage scenario This workflow method is used to automatically send out campaign emails Is Regex Match Input Properties Input string Regex string Output Properties IsRegexMatch boolean Purpose Returns true if the Input matches the Regular Expression Usage scenario This method is very multi purpose You could use it for instance to pre sort incoming emails based on their subject or body Process incoming Data Email Input Properties Email email Output Properties none P
56. e a new STS project in the curent solution Anew STS project will be added to the current solution The selected application s configuration will be modified to trust and accept claims issued by this STS This option is only available through the Add STS reference menu item in Visual Studio Use an existing STS The selected application s configuration will be modified to trust and accept the claims issued by an existing STS Specify the WS Federation metadata document location for the existing STS STS WS Federation metadata document location PO Browse Test location Example https fabrkam com FederationMetadata 2007 06 FederationMetadata xml On the Security Token Service page select Use an existing STS and then enter the location of the federated metadata document Click Next customaze Email Marketing 2 6 0 0 Page 15 of 111 customaze y Administrator Federation Utility Als x STS signing certificate chain validation error Chain validation failed for one or more STS signing certificates Select a certificate validation option gg This STS uses a selfissued certificate for token signing Chain validation failed for one 7 STS signing certificate View Certificates Disable certificate chain validation Choose this option for a development environment or for a production environment where the STS s signing certificate s are selfissued Enable certificate chain validation Choos
57. e additional E Mail Marketing database If you re using a named instance use a backslash to separate the instance name Click Next customaze Email Marketing 2 6 0 0 Page 11 of 111 customaze customaze Email Marketing Setup lel x Enter Service Account Credentials A Enter the Credentials of the Service Account please see documentation for details et Organization crmorgname Username crmusername domainname Password ecccccccccces customaze Installer cme Enter the credentials for the special CRM User which was created in the Pre Installation Tasks You cannot use the Service Account under which the CRM is running Click Next customaze Email Marketing Setup Pje x Select the Organization Select the Organization where the Add On is deployed OAA Please select the Organization to which the Add On should be deployed From the list below If you want to deploy the Add On to multple Organizations you can do so after finishing the installation using the configuration utility Organization crmupEmailMarketing customaze Installer Select the first Organization the Add On will be deployed to Further Organizations can be configured later using the configuration utility Click Next customaze Email Marketing 2 6 0 0 Page 12 of 111 customaze customaze Email Marketing Setup lel Ea Enter Licensedata Please copy the Licensedata into the textbox below gt customaze
58. e de z Send test e mail Select when to start the distribution Start distribution now Start distribution on this day and time 3 22 2011 12 00 AM E 5 Distribute This distributes the campaign activity but doesn t send the mails This is done in the next step Cancel lt Back Next gt 4 E Done OE E i iv tecatintranet Protected Mode Off Fa R0 7 customaze Email Marketing 2 6 0 0 Page 38 of 111 customaze 8 Wait until that email arrives at the test recipient s mailbox Open the email choose to download the external images and click the link 9 Restart the customaze Email Reactions service on the CRM server to force the download of the email reactions 10 Go to the email reactions if you followed the instructions above they should appear in your Workplace and verify if they have been created correctly 11 Go back to the Campaign Distribution window and click Start Distribution The emails should be created in the CRM and they should be send automatically 12 When the distribution process has finished click Close Acitvity and then open the statistics there s a link there for that purpose They should look like this Campaign Statistics Windows Internet Explorer customazg Campaign Test Campaign Activity Ea Campaign Activity pen Campaign Activity in CRM Open Distribution Page E Mail Subject Hello firstname Newsletter Download HTML Show Newsletter
59. e fields that you have created You can type the headline and the article text upload a picture and add a link text with the link URL and title Data Structure Article m Template Object Article Fields Header Value This is a title Content Longer for quite postage yourself latest removable brand chance does dazzling desire Tighter superior first pleasure excites yourself confident outlasts senses Newest value economical mouthwatering waxy goodbye excites extra convenient Tangy handling amazing cholesterol stimulates opportunity to extra time Drink tired incredible a mouthwatering with fat free 7 Design gt HTML Preview m Open Formula Editor Image File name Upload image C Users Public Pictures Image Size 150 Width px 0 Height px Alternate Text A koala Alignment bottom 0 HSpace px 0 Space px Linktext e Read more Linkuri http www crmup com Test Link Lake Read more ISV customaze emailmarketing ad app designer RecordEdit aspx Recordid 00000000 0000 0000 0000 000000000000 amp orgname customaze amp ParentRecordid 32d73f88 79 J Trusted sites Protected Mode Off ay 100 Click Save and close customaze Email Marketing 2 6 0 0 Page 59 of 111 customaze The content editor shows the Newsletter Template that is all the content elements within the newsletter page Here you can a
60. e template lt Previous Next gt Cancel Help In the Claim rule template list select the Pass Through or Filter an Incoming Claim template and then click Next customaze Email Marketing 2 6 0 0 Page 29 of 111 customaze ki Add Transform Claim Rule Wizard xi Configure Rule Steps You can configure this rule to pass through or filter an incoming claim You can also configure this rule to Choose Rule Type filter claims that are generated by previous rules Specify the claim type and whether only some claim values or all claim values should pass through Configure Claim Rule Claim rule name UPN Claim Rule Rule template Pass Through or Filter an Incoming Claim Incoming claim type Incoming name ID format Unspecified z Pass through all claim values Pass through only a specific claim value Incoming claim value Pass through only claim values that match a specific email suffix value Email suffix value Example fabrikam com Pass through only claim values that start with a specific value Starts with Example FABRIKAM cpows ce is Please create the rule displayed in the Screenshot and then press Finish The Setup is now completed If you cannot access the customaze Email Marketing Website please try an iisreset If this not helps you need to register Email Marketing as a ServicePrincipalName SPN customaze Email Marketing 2 6 0 0 Page 30 of
61. e this option for a production environment where the STS s signing certificate is issued by a Certificate Authority CA This wizard will place the failed certificate onto your desktop Import the certificate to the Trusted People certificate store of the account under which the application runs as re s On the STS signing certificate chain validation error page make any appropriate choice Click Next customaze Email Marketing 2 6 0 0 Page 16 of 111 customaze Administrator Federation Utility milej Es Security token encryption Ss Security tokens issued by an STS can be encrypted Select a security token encryption option for your Bd application No encryption Security tokens issued by the STS will not be encrypted Enable encryption Securty tokens issued by the STS will be encrypted by the selected certificate Note Make sure that the private key of this encryption certificate is accessible by the Windows identity under which the application runs example Network Service Encryption Certificate Generate a default certificate Select an existing certificate from store E Select Certificate co e oe On the Security token encryption page enable encryption You must specify the same certificate that was used to configure Microsoft Dynamics CRM 2011 Click Next customaze Email Marketing 2 6 0 0 Page 17 of 111 customaze Administrator Federation Utility Sis x Offered claims
62. eeeeeeeeees 57 Wer S Mat Uall ssissssecccesiezyssves esvesvies va veas esy vaseavasvaaeauveveseasves vse teres vensevessvasvevsavavtesvevestesvaevsdeaseevsaiesvervaueaedexs 61 Walkthrough Send a newsletter ccccccccccccccccee cece cece cece eee e cece cent ee EEE EEE EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEES 61 Step 1 Create yourself as a contact for teSting cccssscccccccessesssnneeeeecessseesnnaeeeeeeesssessnnaeeeeeees 61 Step 2 Create a Marketing List for testing ccccccssssssscccccessssessnneeeeecesesssennaeeeseeeesesessnaeeeeeees 61 Step 3 Add the test contact to the marketing list ccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 62 Step 4 Create a NEW CaMpaign ccceccecccceneeeeeeeeeeeeeeaaeeeeeeeeeeeeeaaaaaeeeeeeeeeaaaaaeeeeeeeeeeaaaaaeeeeeees 63 Step 5 Start the Email Marketing Wizard cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeseeeeeeeeeeeeeeeees 64 customaze Email Marketing 2 6 0 0 Page 2 of 111 customaze Step 6 Content Preparation eceecccececceaaeeeeeeeeeeeeeaaaaaeeeeeeeeceaaaaaseeeeeeeeceaaaaaeeeeeeeeesaaaaeeeeeees 68 Step 7 DDUON wi ivisiisvsievsintstsesieestecieesinvieesiovinesaevinesiasinesiasiesslaslassiatelnnsiaesinssiaevinaedeteiad 69 TheT mplat Language sess ceseesesevesceseeieesvseshs esheets eek ee ete ete ees 72 Inserting field data ccccsccccccccssssssssseeeeecesssssenneeeeeeeessseeenaeeeeeecssseseensaeeeeeeesseessnnaseeeseeeseseenaaes 72
63. ers up we want to show you how you can achieve common goals when automating the email marketing with your CRM system Multi language auto salutation template What will be achieved in this scenario e One template that can be used to write emails to English and German speaking customers e One template that can be used to write formal and informal emails Modifications to the CRM We re going to modify the contact entity to have two additional fields Salutation and Language Go to Settings Customization Double Click the Contact entity F Microsoft Dynamics CRM Windows Internet Explorer 3 oxi Go X a http vm dev 2 5555 crmupEmailMarketing loader aspx x Isoogie We Jy Microsoft Dynamics CRM 2 BD ey Sete v G Extras gt Fabian Schulz amupEmailMarketing Microsoft Dynamics CRM New Activity NewRecord gt GoTo Tools Isv JyTest Sy Webonly L Both 3 Advanced Find Settings Customize Entities E Administration a Business Management View CustomzableEntiies S E Customization 5 a Templates Genew Publish X More Actions EQ Product Catalog T Display Name Name G Workflows a c ign Activity ivity g Data Management r g System Jobs 4 Eesen hinien a TURNEE fig Case incident E Case Resolution incidentresolution amp Competitor competitor S Contact contact E Contract contract Contract Line contractdetail E Contract Template contrac
64. g before the form content will be reset completely l Ee customaze E Mail Marketing Control Center Windows Internet Explorer 2 8 x E Edit Template Object aox aag Article Data Structure Article HTML template lt div gt a lt hi gt lt hi gt lt div class content gt lt div gt lt div class image gt lt div gt lt div class link gt lt div gt lt div gt Check HTML Fields Field Field type Text Ma Mapping path D Replace HTML tag Expression custom expression Custom expression El Link the result Additional config XML a TemplateObjectEdit aspx T emplateObjectld amp orgname customaze Jv Trusted sites Protected Mode Off fav 100 customaze Email Marketing 2 6 0 0 Page 51 of 111 customaze To place the fields in your HTML template you will have to select nodes A node can be selected by clicking the button at the end of the mapping path input field This will open a new window with the HTML elements you entered earlier Click the green buttons to define where to insert the field This will generate an XPath expression in the mapping path field r Ee customaze E Mail Marketing Control Center Windows Internet Explorer E ca Edit Template Object Clickable Element Interface lt div gt lt hl gt lt div class content gt lt div class image gt lt div class link gt lt div gt Templ
65. he workflow customaze Email Marketing 2 6 0 0 Page 103 of 111 customaze Appendix E Mail Marketing Configurator The License Tab On the License Tab you can check your licenses Licenses for E Mail Marketing start with newsletter E Mail Marketing Configurator E MailMarketing Configurator Please select the Organization to configure TestOrganisation T License Settings Distribution Settings Solution Please Copy and Paste your license data into the field below and press Update newsletter False 1 Demo WIN JSTSPP7677E crmSdemo local 0V2FckaW1 Update License Details Customer Demo Trialversion No Organization Name WIN JSTSPP7677E crm5demolocal Expires on Never Product newsletter Licensed Users Unlimited Your license is valid customaze Email Marketing 2 6 0 0 Page 104 of 111 customaze The Settings Tab Use this dialog to create new databases yov Il need this when you deploy new organizations or to update existing organizations other than the first organization automatically updated during setup E Mail Marketing Configurator E Mai Marketing Configurator Please select the Organization to configure demo2 ba License Settings Distribution Settings Solution Please update the Settings as required and press Update M Settings for the selected Organization uae WIN JSTSPP7677E CRMSDEMO _Undete Setings DB Catalog demo2_
66. ign Activity Windows Internet Explorer customazs Campaign Activity Recipients Content Preperation Distribution Distribution Progress Information about the campaign activity Campaign activity subject est Campaign Activity Distribution channel E mail z Cancel I zema _Next gt a z z 4 ee UEO e a aa Enter a name for the Campaign Activity and click Next 4 Add a contact as test recipient and a marketing list Add Marketing Lists Windows Internet Explorer olx Campaign Activity Recipients Content Preperation Distribution Distribution Progress Please add test recipients if you want to You must add at least one marketing list Test recipients Marketing lists Recipient E mail Type List Name Martin T lk toelk customaze de contact Test Contates _Add Remove Cancel lt Back Next gt 4 Bi tecahintranct Protected Mode OFF Click Next customaze Email Marketing 2 6 0 0 Page 36 of 111 customaze 5 Select a template and modify the content to contain a field expression like firstname and a hyperlink Edit E Mail Template Windows Internet Explorer customaze Campaign Activity Recipients Content Preperation Distribution Distribution Progress Content Editor M show edit controls I Preview with CRM data _ Select another template Download as HTML
67. il Marketing or similar and allow the members of that role to read the entity and attribute meta data Details Core Records Marketing Sales Service Business Management service Management Customization Custom Entities Entity Create Read Write Delete Append AppendTo Assign Share Attribute Map O amp O e Customizations O O O O Dialog Session O O 8 O O O O O Entity O e O O Entity Map O e O O Oo Field O e O O Import Job O O O Option Set O O ie O Plug in Assembly O O O e Plug in Type O O O O Process O O O O O O Oo Publisher Q O O O O ce Relationship O e O Sdk Message O O O Sdk Message Processing Step O e O e Sdk Message Processing Step Image O O O ee Step Secure O oO oO oO Service Endpoint O O O s Solution ja e O O O System Chart O O O O System Form a O O O System Job O O 10 O O O Oo View O e O O Web Resource E O O O Miscellaneous Privileges Execute Workflow Job O Export Customizations O Import Customizations O ISV Extensions Modify Customization constraints O Publish Customizations O It is advisable to give the CRM users certain other permissions for E Mail Marketing as well send activities impersonating another identity could be one of them But this is outside the scope of this document Dedicated website in IIS Logged on to the CRM server create a new website that listens to a different port or host name than the website CRM uses If your CRM uses http
68. ils that are not yet processed are sent out That means that your recipients won t get the email twice regardless how often you click Stop and Start customaze Email Marketing 2 6 0 0 Page 70 of 111 customaze Windows Internet Explorer i c m aa Go a http localhost 1234 customaze emailmarketing distribution CampaignDistribution aspx org z slx coge Ele Edt view Favorites Tools Help customazg Campaign Activity Recipients Content Preparation Distribution m Distribution Settings Sender Current User z Use CRM Trackingcode Dont use Trackingcode in subject z I Use tracking for hyperlinks This modifies al hyperlinks in the emails to go through a clicktracker Email Subject Newsletter for firstname Fuse tracking for email Ilse tracking for email opens This inserts a hidden image into the email When the user opens the email the image amp downloaded and you get a notification about the opening I Use inline images caution This slows down the process dramatically This downloads ai referenced images in the email and adds them as attachments fo it Test the Distribution Recipient tester customaze de z Send Test E Mail Send the Distribution Start Sending Stop Sending Close Campaign Activity open campaign statistics Current Status Sending 171 Progress 100 00 pore ff ee e A When the process is fini
69. ing Data Structure For a type you can select either page or content within an existing page Choose page if you want to create a template for a whole newsletter page usually with permanent content like for example a header with the company s name and logo a footer with the company s address or a legal notice a certain background color etc Choose content if you want to create content elements that will be inserted in an existing newsletter Ee customaze E Mail Marketing Control Center Windows Internet Explorer lela x J El Edit DataStructure CEE Name Article Parent DataStructure none Type Content You must save the record to add fields Fields DataStructureEdit aspx DataStructureld amp orgname customaze J Trusted sites Protected Mode Off Now you can start editing the fields of the Data Structure In order to add fields click the green symbol in the upper left corner of the window Note For each field you will need to choose one of the following field types e Text simple text field e HTML text field which can be formatted by HTML elements e Image use this field to upload an image to change image size and alignment to edit an alternate text e Container use this field to arrange several HTML elements e Link use this field to add a link and to edit link titles customaze Email Marketing 2 6 0 0 Page 45 of 111 customaze
70. ing sfa work i Lokales Intranet Gesch tzter Modus Aktiv a Click OK In the Workflow click Add Step Check Condition and check the URL to match your unsubscribe page customaze Email Marketing 2 6 0 0 Page 95 of 111 customaze E Specify Workflow Condition Webseitendialog ai Ei Save and Close feai Clear 7 EMal Reaction URL Equals jrdomain com unsubscribe coln Select customaze Email Marketing 2 6 0 0 Page 96 of 111 customaze Click the Select this Row and Click Add Step row and click Add Step Select customaze List Management Remove Email Reaction from List Set the properties of that workflow action the Email Reaction and the List you want the customer to be removed from e Set Custom Step Input Properties Webseitendialog x Mt Gh Save and Close Help Workflow Unsubscribe Set Custom Step Input Properties Property Name Data Type Value FAA d EmaiReaction lookup E Mail Reaction E MaiiReaction Dynamic Values a List lookup E My Accounts ire Dynamic Values a tor Set to x Look for JE Mail Reaction z Just z Add x Move Up Move Down The whole workflow should look like this now Workflow Unsubscribe Windows Internet Explorer Ol x oa lal E
71. ion Campaign Distribution Windows Internet Explorer Mie x Go A Aug http flocalhost 1234 customaze emailmarketing distribution CampaignDistribution aspx org z x coate e File Ede View Favorites Tools Help Ge afr _J4y Campaign Distribution G gt Gl ay sp Page G Toos Campaign Activity Recipients Content Preparation Distribution m Distribution Settings Sender Current User z Use CRM Trackingcode Dont use Trackingcode in subject z I Use tracking for hyperlinks This modifies al hyperlinks in the emails to go through a clicktracker Email Subject Newsletter for firstnarne FZ Use tracking for email lse tracking email opens This inserts a hidden image into the email When the user opens the email the image amp downloaded and you get a notification about the opening T Use inline images caution This slows down the process dramatically This downloads ai referenced images in the emad and adds them as attachments to it Test the Distribution Recipient tester customaze de z Send Test E Mail Start Distribution Press the button to compile the Marketing lists and distribute the campaign activity You cannot undo this step once the distribution is started Start Distribution P customaze Email Marketing 2 6 0 0 Page 69 of 111 customaze The distribution process is divided in two parts In the first part the emails
72. it E Mail Template Windows Internet Explorer Edt Yiew Favorites Tools Help f A4 Edt E Mail Template customazg Campaign Activity l Recipients Content Preparation Distribution m Please select a Template Please select a Template for your newsletter Use a Template Bluet Newsletter z Copy an old Newsletter Campaigns Demo Campaign Campaign Activities asdf zj o P E Edit the newsletter using the plus and pencil symbols Then click Next Edit E Mail Template Windows Internet Explorer Ele Edt view Favorites Tools Help WB MAES EMail Tempite Campaign Activity Recipients Content Preparation I Distribution Content Editor IX show edit controls IT Preview with CRM Data Select another Template More sales with our software Lorem ipsurn dolor sit amet consectetuer sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua At vero eos et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ipsum dolor sit amet Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua At vero eas et accusam et justo duo dolores et ea rebum Stet clita kasd gubergren no sea takimata sanctus est Lorem ips
73. l Sharing H Copy a Link yas Copy as Connect Assign E mail a Link Actions Collaborate Start Run Workflow Dialog Reporty Process Data Information General Financials Administration Notes 4 Common Planning Activities ei Campaign Activities of Campaign Responses Connections Audit History had EMM Wizard a E Mail Reaction 4 Sales G Target Products E Sales Literature 4 Marketing Target Marketing Lists E Related Campaigns 4 Processes EA Workflows Dialog Sessions ie Campaign Test Campaign v General Name ffest Campaign cmp 01003 J858P3 E Euro B Expected Response 100 36 Offer Campaign Code Currency Schedule Proposed Begin Date Proposed End Date f a Description Description Status Campaigns t Status Reason Proposed z Campaign Type Advertisement E Price List iroi Price List E Actual Begin Date oom Moom Actual End Date Step 5 Start the Email Marketing Wizard 1 Click EMM Wizard in the Navigation Bar of the Campaign 2 Click Create new Activity to start the Wizard customaze Email Marketing 2 6 0 0 Page 64 of 111 customaze Campaign Test Campaign Microsoft Dynamics CRM Windows Internet Explorer Md Microsoft Dynamics CRM Martin Tak Campaign Add Customize demotest A i E Save amp New i E E Z fail Sharing g amp Ss aid Deactivate
74. letter page and for the content elements separately customaze Email Marketing 2 6 0 0 Page 43 of 111 customaze Creating Data Structures Data Structures define the structure of the data you want to display Imagine an article in your newsletter It might have the following elements e Headline e Body text e Image e Link You will need five fields to create the Data Structure of your article For the link you will need two fields one for the link text and another one for the URL To set these fields go to the Data Structures tab and click Add new Data Structure amp amp customaze E Mail Marketing Control Center Windows Intemet Explorer Gla z Ccustomaze Data Structures Template Objects Newsletter Templates Activity s Distribution Progress Data Structures are like tables in a database You define the fields needed by your content element here The layout HTML is not defined here This happens in the Template Objects page Display Name Parent Data Structure Type No records to display El Delete Recursive Jo Trusted sites Protected Mode Off fay 100 Now the Data Structures editor opens up customaze Email Marketing 2 6 0 0 Page 44 of 111 customaze Before you start editing the fields you will have to make some global settings for your Data Structure First give the Data Structure a name and choose a parent Data Structure if you want to reuse an exist
75. lready online ShowImage aspx fileld bfSce25a 42a0 44ba 8cf9 65b0d8f700fc amp orgname demotest amp height 0 amp width 300 File already online ShowImage aspx fleld 76de8c38 6937 46c0 972e 24ead217 4ecb amp orgname demotest amp height 3008width 0 File already online Showlmage aspx fileld e4da20c 1 2549 4df6 ae08 6d80c54 1b17e amp orgname demotest amp height 0 amp width 250 Processing complete Add attachments File Name Type File Size Sort attachments No records to display Add an attachment Delete selected attachment Cancel _ lt Back Next gt E a E E E E T Click Next 7 On the distribution page enter an email subject like Hello firstname select a test recipient and click Send Test E Mail Campaign Activity Recipients Content Preperation Distribution Distribution Progress Distribution settings Sender Current user X T Don t insert CRM tracking token in subject Whether to use the CRM 123123 tracking token in the e mail subject I Use tracking for hyperlinks E mail subject Hello firstname This modifies al hyperlinks in the e mail to go through a clicktracker I Use tracking for e mail opens This inserts a hidden image into the e mail When the user opens the e mail the image i downloaded and you get a notification about the opening Test the distribution Recipient toelk customaz
76. n existing Data Structure for a whole page must be present along with a Template Object which refers to this Data Structure customaze Email Marketing 2 6 0 0 Page 54 of 111 customaze For our sample article we have already created a Data Structure but we chose content as a type And now we need another Data Structure for a page where we can place the content To create the Data Structure for a page click the Data Structures tab again and add a new Data Structure Choose a name and Page as a type from the drop down menu r ji E customaze E Mail Marketing Control Center Windows Internet Explorer o 8 X E Edit DataStructure Newsletter Parent DataStructure none Types Page v Fields DataStructureEdit aspx DataStructureld e7290ee3 0790 4324 8062 584331 cb38ac amp orgname customaze V Trusted sites Protected Mode Off fay 100 Also we need a Template Object for the page Click the Template Objects tab and add a new Template Object Choose a name and the Data Structure you just created for the page Normally you would enter the HTML for the newsletter page here For our sample article we will leave the page without content as we have already shown how to create a Template Object customaze Email Marketing 2 6 0 0 Page 55 of 111 customaze E customaze E Mail Marketing Control Center Windows Internet Explorer l 5 8 E Edit Template Obje
77. n many other languages Synopsis include filename Example if parentcustomerid hasdata include common account htm end if The base of the path of the filename is set to the templateEditor files lt organization gt templates directory You can use conditions and field data inside the included files Setsender Used to modify the sender of the email Synopsis setsender value Example setsender info customaze de You need to setup the provided email address as an email queue in Microsoft CRM It is only possible to set the sender to an email queue This command is useful in newsletter templates That way you make sure every newsletter has the right sender and is not sent by the systemuser itself customaze Email Marketing 2 6 0 0 Page 76 of 111 customaze Enableclicktracking By default all hyperlinks are modified to enable click tracking You can disable that for certain emails with this command Synopsis enableclicktracking value Example enableclicktracking false Enablewebbug By default all emails are marked with an invisible image to track opening of emails You can disable that for certain emails with this command Synopsis enablewebbug value Example enablewebbug false Attachment You can include attachments by using a special command This way it is possible to use file attachments in your newsletters Synopsis attachment filename
78. ns have db_databasereader and db_databasewriter permissions on every Email Marketing Database 4 The Event Viewer shows a lot of errors form the customazeDistributionService and or customazeEmailReactionsService containing The request failed with HTTP status 401 Unauthorized Please check that the service runs as the same User under which the crmupAppPool runs 5 Under some circumstances you receive an error when accessing customaze History which is an equal to Could Not Load Type System ServiceModel Activation HttpModule e This error can occur when IIS is installed after installing NET Framework 4 or if the 3 0 version of the WCF Http Activation module is installed after installing IIS and NET Framework 4 e To resolve this problem you must use the ASP NET IIS Registration Tool Aspnet_regiis exe to register the correct version of ASP NET This can be accomplished by using the iru parameters when running aspnet_regiis exe as follows e aspnet_regiis exe iru e aspnet_regiis exe is located at SystemRoot Microsoft NET Framework64 v4 0 21006 6 AD FS 2 1 has a known bug which prevents SDK calls from working Please apply the following KB Article http support microsoft com kb 2828015 customaze Email Marketing 2 6 0 0 Page 40 of 111 customaze Web Designer s Manual Why do we need the Web Designer s Manual We have a small content management system built into our E
79. ntity claims role optional true gt Uncomment the upn claimtype lines and save the changes customaze Email Marketing 2 6 0 0 Page 19 of 111 customaze customaze Email Marketing Setup Completing the customaze Email Marketing Setup Wizard customaze Email Marketing has been installed on your computer Click Finish to close this wizard Click Finish to complete the installation customaze Email Marketing 2 6 0 0 Page 20 of 111 customaze Post Installation tasks Verify the installation SQL Server A common cause for errors during the installation is a problem with the SQL Server permissions Please verify that the special CRM User which was created in the Pre Installation Tasks has db_datareader and db_datawriter permission on every Email Marketing Database Service identities The customaze Distribution Service and customaze Email Reactions Service needs to run under the special CRM User which was created in the Pre Installation Tasks You need to add that user to the local administrators group as our services need write permissions in the registry crmUp App Pool identity The crmUp application pool in IIS manager needs to use the special user account which was created in the Pre Installation Tasks For unknown reasons setup does not always set the application pool settings to the correct values Please verify if e NET Framework is set to 4 0 e Managed Pipeline Mode is set to Integra
80. ound something to be wrong in this document please contact us customaze GmbH Schwarzer B r 4 30449 Hannover Germany http www customaze de info customaze de Phone 49 511 165919 0 customaze Email Marketing 2 6 0 0 Page 111 of 111
81. p to reload the data DO NOT USE THE MICROSOFT DYNAMICS CRM WEBSITE THE SETUP WILL MODFIY THE APPLICATION POOL FOR THE SELECTED WEBSITE Enter the URL that the client uses to access the new website in some cases this can be a different URL than the internal one think of reverse proxy scenarios with ISA TMG In most cases this will be the hostname that you bound the website to in IIS manager Click Next customaze Email Marketing 2 6 0 0 Page 10 of 111 customaze customaze Email Marketing Setup fel X Enter CRM URL Enter your Full Qualified CRM URL and SSL Setting gt J CRMServer Name full qualified crm url port Claims Based Authentication Iv Https Enabled v Discovery Service URL Claim full qualified crm url port Discovery Service URL IFD dev qualified crm url port customaze Installer lt ac conc Enter your CRM Settings and the CRM server s URL without the http s prefix and select if you are using SSL You only have to fill out the fields which are need by your CRM configuration If you are not sure which Settings are required please ask the person which setup your CRM Server Click Next If you not sure what to enter see the Appendix How to determine CRM URL customaze Email Marketing Setup Select SQL Server Select the SQL Server to use wall SQL Server WIN J9T9PP7677E CRMSDEMO customaze Installer lt Back Cance Enter the name of the SQL Server to use for th
82. pping Method z gicio State Province Freight Terms z Click Send E mail then and open the Advanced E Mail Editor customaze Email Marketing 2 6 0 0 Page 93 of 111 customaze AEE gt Email Editor Windows Internet Explorer Go bd http vm dev 2 5555 customaze emailmarketing Frameset aspx Ve te Email Editor S a D E Paragraph sy F B z iu A E a Fone a ze N O Editor Clipboard Font g Format Color maA S O v setecttype insertrea fid Wps Common usec insert condito 9 Paragraph Tables Repository A Sym Mail Merge Ta xm include header htm YourTextHere elde OOOO D 0 a G Entitat ausw hlen Vorschau neu laden Erster Vorheriger John Doe N chster E Mail Vorschau Hello Mr Doe YourTextHere With best regards Fabian Schulz include footer htm i i l Email schulz customaze de Vorschau als E Mail an mich senden E Feo OoOO O O E Lokales intranet Geschitzter Modus Aktv Roon gt 7 This is the expected result Most likely it doesn t fit your imaginations about a Corporate Design But that wasn t the purpose of this tutorial If you need help setting up a nice HTML design please ask your implementation partner for assistance What you have achieved is something other You have a basis to build your real email template upon And you have an automatic saluta
83. qisave andclose J Publish xy Actions Help Information Details a General Administration Notes Hide Workflow Properties System Jobs 2 C4 workflows Workflow Name Unsubscribe Options for Automatic Workflows Entity IE Mail Reaction z Start when M Record is created Publish As Workfiow z I Record status changes Avaliable to Rin J Record is assigned Ton T Record attributes change Select I Asa child workflow T Records deleted Bi Add Step a Insert X Is unsubscribe Click If E Mail Reaction URL equals http www yourdomain com unsubscribe com then Remove from Marketing List customaze List Management Remove Email Reaction from List ogg gq TT SSS customaze Email Marketing 2 6 0 0 Page 97 of 111 customaze Click Publish to save and publish the workflow customaze Email Marketing 2 6 0 0 Page 98 of 111 customaze Check if your emails are opened If you want to know if your customers open your emails you can use the email reactions as an indicator to do so The indicator is important here It is always possible for an email recipient to open an email without triggering an email reaction For the email reaction to appear the recipient must either click a link in the email or download the images from the email For this reason it is always a good idea to have some images in your email template which arouse the recipient s curiosity
84. re complex But be aware that some e mail clients especially Outlook 2007 might not be able to read complex HTML CSS code You must keep your HTML on a basic level Using table layouts instead of CSS layouts might be a possibility It is recommended to test your HTML with Outlook 2003 Outlook 2007 Gmail and Thunderbird If you have customers in the banking sector also test with Lotus Notes This way at least 90 of your recipients should be covered Learn more about rendering capabilities in Outlook 2007 here customaze Email Marketing 2 6 0 0 Page 50 of 111 customaze Note There are some common mistakes which can be avoided entering the HTML code Your HTML must be valid XML and that means e Do not use multiple root elements There can only be one root element For example use an outer div as a root element as shown in the screenshot e Always close tags For example lt br gt does not work so you need to use lt br gt Now add the fields from the Data Structure you created earlier to the Template Object by clicking the green symbol in the upper left corner You can choose the field types Text HTML Image and Container from the drop down menu To add a link field you have to check Link the result Note Make sure you save the changes you made in the form before you add a mapping path using the button at the end of the mapping path input field If you click the button without savin
85. rketing 2 6 0 0 Page 107 of 111 customaze How to setup a new Organization If you would like to use Email Marketing with other organizations than the first one selected during setup you need to use the Email Marketing Configurator You need an additional contract id and security code for every organization that you would like to deploy Email Marketing to Contact info customaze de Setup a new Organization with the Configurator 1 Select the organization to configure from the dropdown 2 Goto the settings tab a Select the SQL server to use and click Create Update DB b Enter contract id and security code c Click Update Settings 3 Goto the Distribution Settings tab a Setup SMTP or leave it to CRM based distribution b Click Update 4 Goto the Solution tab a Click Import Upgrade and wait for the process to finish 5 Open up the organization in CRM and verify if Email Marketing appears in the navigation bar of the campaign entity customaze Email Marketing 2 6 0 0 Page 108 of 111 customaze How to determine CRM URL customaze Email Marketing Setup fel Ea Enter CRM URL Enter your Full Qualified CRM URL and SSL Setting mM CRMServer Name full qualified crm url port Claims Based Authentication Iv Https Enabled Iv Discovery Service URL Claim full qualified cm uri por Discovery Service URL IFD dev qualified crm url port customaze Installer cox ns cont The Setup will ask you for some
86. rketing 2 6 0 0 Page 34 of 111 customaze 2 Click EMM Wizard in the navigation bar on the left l Campaign Demo Campaign Microsoft Dynamics CRM Windows Internet Explorer 4M Microsoft Dynamics CRM First name Last name Campaign Add Customize demotest A j l igh Save amp New a a x fai Sharing 53 3 a Deactivate E Copy a Link Save erai yas Copyas conne Assign Close K Delete E Template E mail a Link Workflow pisiog inte Save Actions Collaborate Process Data Information rs Campaign Campaigns t General Demo Campaign Financials Administration customazg Notes Related Welcome to customaze E Mail Marketing Add on Click here to define your Newsletter Templates 4 Common Subject Owner created on Distribution starts on Status Planning Activities j Campaign Activities a Campaign Responses Connections Audit History lee EMM Wizard Ca E Mail Reaction No records to display 4 Sales E Target Products E Sales Literature 4 Marketing Target Marketing Lists Related Campaigns 4 Processes eA Workflows Dialog Sessions iy Delete Status IE Error on page C E Local intranet Protected Mode Off Fa Amm 7 3 Click New A new window should appear If it doesn t please disable your popup blocker and try again customaze Email Marketing 2 6 0 0 Page 35 of 111 customaze BSSIES Add Campa
87. rmation Contact Contacts General Martin T lk Details E mail Preferred Method of Contact Owner Noe ares toelk customaze de Any amp martin toelk Preferences Related v General Salutation Business Phone 4 Common E More Addresses First Name Home Phone F Activities Closed Activities G Sub contacts Last Name e Relationships By Connections A Audit History Parent Customer E Mail Reaction Address Middle Name Mobile Phone Job Title 4 Sales G Opportunities E3 Quotes Address Name State Province Address Type B Orders H Invoices Street 1 ZIP Postal Code 4 Service Street 2 Country Region i Cases Street 3 Phone E Contracts 4 Marketing Freight Terms Shipping Method Marketing Lists Campaigns Description 4 Processes Q Workflows B Dialog Sessions Status e aaua AN R G Step 2 Create a Marketing List for testing 1 Click Marketing Lists in the Navigation Bar of the Marketing Section 2 Click New 3 Choose either Static or Dynamic 4 Enter some sample set the Member Type to Contact and press save not save and close customaze Email Marketing 2 6 0 0 Page 61 of 111 customaze Marketing List New Microsoft Dynamics CRM Windows Internet Explorer ipl xi Ail Microsoft Dynamics CRM Martin Tak P Marketing List Add Customize demotest A save amp New i A LEI Ja iA Sharing amp i a4 A k gt 32 r a copya
88. shed click Close Campaign Activity to update its status in Microsoft CRM Then click Open Campaign Statistics i CE Statistics Windows Internet Explorer L olx Ele Edit View Favorites Tools Help amp amp Aa Campaign Statistics D gt Bl Gh sp page Goo Overview gt es ikel arani Sent Emalls 00 00 File i People who saw the Newsletter 0 NaN Website visits through the Newsletter 0 NaN Refresh Data M Response Rate option D No reaction Emails Total 1 100 00 Unique Opens O 0 00 Bopens Unique Clicks 0 0 00 Dicks Recipient did Both 0 0 00 DEn Multiple Opens 0 0 00 NoReaction 1 100 00 Email Reactions r Clickthrough Statistics Congratulations You have just sent your first newsletter customaze Email Marketing 2 6 0 0 Page 71 of 111 customaze The Template Language You have a very advanced tool at hand with the integrated Template Language But as it comes with powerful tools it is hard to use But the work will pay back Once you have learned the Template Language you can do things like e Create a fully automated signature for your users e Create an automated salutation which works for multiple languages e Create a template which automatically looks up the date the last activity happened with the recipient for instance in an email reply Thanks for your mail from Short Overview Inser
89. so type a description of the Newsletter Template r E customaze E Mail Marketing Control Center Windows Internet Explorer 2 8 Newsletter Newsletter v Article Sample article in newsletter WizardTemplate aspx WizardT emplateld amp orgname customaze JV Trusted sites Protected Mode Off customaze Email Marketing 2 6 0 0 Page 57 of 111 customaze Click Save when you are done Select the new entry using a single click and then click Edit the Template a customaze E Mail Marketing Control Center Windows Internet Explorer o 8 X customaze Data Structures Template Objects Newsletter Templates Activity s Distribution Progress Display Name Description Article Sample article in newsletter Delete the Selected Template Edit The Template Import Export Export This exports the selected template to a XML file including all the required Data Structures Template Objects f Browse To import a template please select the file using the select button and dick Import then A new window will pop up opening the template editor r Ee Edit Newsletter Template Windows Internet Explorer CESARE Content Editor Show edit controls J Trusted sites Protected Mode Off Click the green symbol to add a new record customaze Email Marketing 2 6 0 0 Page 58 of 111 customaze Now you can edit th
90. ssecesaeeeeeeeessseessnaaeeeeeesseees 99 APPENA coer ee ee 104 E Mail Marketing Configurator cevcscsscsc sesesscsseeeecesceaes caste seceestacs eee eee shes eee ease i ipat 104 THE License abaa states canes ueee Gane venus gece tenes vente E E sean eaten seaet neteaetee aaeereee 104 TMG SETIN Ta Doriana Aa AA OOE OOE OOOO OO OOE OAOE O O OOTO 105 The DistriDUtion Settings Tab wes cccscececscsvevevsvevevecssveecececssecedecdsececscdcecedecdceceds lt ocecececedecedecedececacdves 106 TE SOMO AD csc 15 sae5ccsasace ce casase E E EE svaen 5 sash E 107 How to Setup a NEW Organization cece cececeeceeccaeeeeeeeeeeeeeeaaaaeeeeeeeeeeeaaaaaeeeeeeeeeeeaaaaaneeeeeeeeeaaaaaees 108 Setup a new Organization with the Configurator ccccccccccccssssssseeeeceesssesssnseeeeseessssssnaeeeeess 108 How to determine CRM URL u eeceeescccceceeeeeeessneeeeeeeeeeeeeesaaaaeeeeeeeeeeesaaaaaeeeeeeeeeesaaaaaeeeeeeeeenesaaaaes 109 Contact Information ccccccccecceeesceceeeeneeeeeenaeeeeseeaaeeeeeeaaeeceseaeeeesenaaeeeeeeaeeeeeeeaaeeeseeaeeeeseeeeeeseaas 111 customaze Email Marketing 2 6 0 0 Page 3 of 111 customaze What s new in 2 6 e Support for CRM 2011 Active Directory Claims Based and IFD Authentication e Recommended SQL Server connection method is now using Windows Authentication e We require a dedicated website for our add ons now We do know that this is inconvenient but it is the only supported way by Microsoft at this time Known
91. stomerid isnull No parent customer end if Example if parentcustomerid hasdata parentcustomerid name end if Entity Type Synopsis if entitytype equals value body end if Example if entitytype equals account This is an account end if Example if entitytype equals contact firstname end if The entity type operator tests the entity type of the recipient of the e mail That can be quite useful when you want to build automatic salutations that work with accounts contacts and leads An example could be if entitytype equals account Dear Sir or Madam end if if entitytype equals contact Dear firstname end if if entitytype equals lead Dear firstname end if a a customaze Email Marketing 2 6 0 0 Page 75 of 111 customaze Nested Conditions AND Operator As there is no native AND operator in the template language one has to simulate it using nested conditions An example to combine to conditions if parentcustomerid hasdata if creditlimit greater 0 Contact has a parent and a creditlimit end if end if Opposing Conditions ELSE Operator There is not native ELSE operator in the template language But you can easily simulate it using opposing conditions like this example does if parentcustomerid isnull Parent is null end if if parentcustomerid hasdata Parent has data end if Using Commands Includes You can use includes like i
92. swith female Frau end if lastname end if if new_language startswith english Hello if gendercode startswith male Mr end if if gendercode startswith female Mrs end if lastname end if fend if if new_formofaddress startswith friend if new_language startswith german Hallo firstname end if if new_language startswith english Hello firstname end if end if Save the file as header htm in the share you created in the step before the file should be located in C Program Files customaze Email Marketing website files templates on the server running Microsoft CRM customaze Email Marketing 2 6 0 0 Page 91 of 111 customaze The Footer Template The footer template contains a greeting and a simple signature and closes the table the Header Template has opened It is important that you create this template using an external tool do not use the integrated Template Editor because the integrated Template Editor cannot handle the Email link correctly lt br gt if new_language startswith english With best regards end if if new_language startswith german Mit freundlichen GriRen end if lt table width 300 gt lt tr gt lt td colspan 2 gt lt b gt emailowner firstname emailowner lastname lt b gt lt td gt lt tr gt lt tr gt lt td gt Email lt td gt lt td gt lt a href mailto emailowner internalemailaddress gt emailowner internalemailaddress lt a gt lt td g
93. t lt tr gt lt td gt lt tr gt lt table gt Save the template as footer htm The Email Template This template combines both templates This is the template the end user will actually use the other templates will be included into this template include header htm lt br gt YourTextHere lt br 7 gt include footer htm Save the template as default htm Test the result Open a contact and update it to contain some data in the new fields customaze Email Marketing 2 6 0 0 Page 92 of 111 customaze Contact John Doe Windows Internet Explorer d Eisaveandclose bg Gy Gisende mal Q 4 Followup 27 Reports iy Actions Contact John Doe 3 B3 Information Details 2 General Details Administration Notes L More Addresses Gender Mae z Business Phone L Activities Form of Address informal Home Phone L History A amp Sub Contacts First Name John Mobile Phone B Relationships Middle Name Fax E workflows x E Mail Reactions Last Name Doe E mail some one com Sales 4 Language Engish currency Euro a Opportunities Parent Customer Job Title Quotes Orders Invoices Address Name ZIP Postal Code Service R Street 1 Country Region al Cases B Contracts 2 jae z Street 3 Address Type z SE Marketing Lists Gity Shi
94. t a field firstname inserts the field firstname from the recipient Check a condition if firstname startswith anton You are Anton end if Insert a command include common template htm insert some other file Inserting field data Insert recipient s field data The syntax to insert field data is to write the field name in curly braces Like this fieldname Insert field data of related entities It is possible to insert field data of entities that are referenced by the recipient Syntax referencingfield fieldname The first part is the field in the recipient entity that references the entity you want to retrieve data from An example You want to insert the company name of the parent customer of a contact So the recipient of the email would be the contact and the parent customer of that contact would be the company the contact belongs to The field in contact that points to the parent customer has the name parentcustomerid And the field in account that contains the company name has the name name customaze Email Marketing 2 6 0 0 Page 72 of 111 customaze So the full syntax would be parentcustomerid name You can go through multiple levels with this for instance parentcustomerid ownerid fullname to insert the full name of the owner of the company that is the parent of the contact who is the recipient of the email There is a special referencing attribute named emailowner which is use
95. ted e Load User Profiles is set to True e Identity is set to use the special user account which was created in the Pre Installation Tasks If these settings differ please correct them manually to the values above Establish trust with Email Marketing When Claims Based Authentication is enabled you have to add customaze Email Marketing as Relying Party Trust AD FS 20 Relying Party Trusts Open your AD FS 2 0 Server and press Add a Relying Party Trust customaze Email Marketing 2 6 0 0 Page 21 of 111 customaze it Add Relying Party Trust Wizard xi Welcome ER elcome to the Add Relying Party Trust Wizard Welcome Select Data S This wizard will help you add a new relying party trust to the AD FS configuration database Relying parties Select Data Source consume claims in security tokens that are issued by this Federation Service to make authentication and e Choose Issuance authorization decisions Authorization Rules The relying party trust that this wizard creates defines how this Federation Service recognizes the relying Ready to Add Trust party and issues claims to it You can define issuance transform rules for issuing claims to the relying party Ha after you complete the wizard Fini lt Previous Cancel Help On the Welcome to the Add Relying Party Trust Wizard click Start customaze Email Marketing 2 6 0 0 Page 22 of 111 customaze k Add Relying Party Trust Wizard EJ Select
96. tion and automatic greeting and signature that automatically changes for each logged on user customaze Email Marketing 2 6 0 0 Page 94 of 111 customaze Integrate an unsubscribe link A common request is to integrate an unsubscribe link into newsletter emails This can be achieved very easy using our unique workflow enabled click tracking We assume that you have a website called http www yourdomain com that is an example naturally Please modify all URLs mentioned in this tutorial Otherwise it will not work Create Unsubscribe Page Create a page on your website and give it a name like http www yourdomain com unsubscribe htm the actual name doesn t matter Write some content like We have received your unsubscribe request You will get an confirmation email shortly Create Workflow Create a workflow that reacts on newly created Email Reactions To do so go to Settings Workflows and click New to create a new workflow g Workflow New Webseitendialog x Create Workflow Create a blank workfiow or a workflow based on a workflow template Workfiow name Unsubscribe Entity E Type New blank workflow New workflow from template select from list Template Name a Primary Entity Owner No Workflow Template records are available in this view 0 of 0 selected H 4 Page 1 gt Properties a Cancel http vm dev 2 5555 crmupEmailMarket
97. ttemplate Currency transactioncurrency Discount discount ip Gale E Discount List discounttype Customizable En Type of c fy Marketing EA Email email Customizable En Activity t E Email Template template Customizable En Template Service E 5 customaze Email Marketing 2 6 0 0 Page 85 of 111 customaze In the contact entity click Attributes in the menu on the left Click New to create a new Attribute Entity Contact Windows Internet Explorer oi xi i a ey Save and Close dy Actions Help Contact a Attributes a view falatrbutes G f Information a 4 E Forms and Views Ghnew X More Actions Create a new Attribute Display Name Type Description 2 accountrolecode Role pidkiist Account role of the contact 35 N 1 Relationships n RTE 33 NiN Relationships address1_addressid Address 1 ID primar ykey Unique identifier for address 1 F a Messages address1_addresstypecode Address 1 Addr pidkist Type of address for address 1 such as E address1_cty Address 1 City nvarchar City name for address 1 E addressi_country Address 1 Cou nvarchar Country region name for address 1 E address1_county Address 1 County nvarchar County name for address 1 E address1_fax Address 1 Fax nvarchar Fax number for address 1 E address1_freighttermscode Address 1 Freig picklist Freight terms for address 1 E address1_latitude Address
98. um dolor sit amet Lorem ipsum dolor sit amet consetetur sadipscing elitr sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat sed diam voluptua 2008 customaze Newsletter Template Blue 1 All rights reserved Unsubscribe from the newsletter Panra Oe Ract Naws A gt CO ececineranet RR t00 7 Step 6 Content Preparation This step is informational only When there are no error messages click Next customaze Email Marketing 2 6 0 0 Page 68 of 111 customaze GO Aa m ocahost 1234feustomaze emaimarketinofdstrbutonjPrepereForitrbuton espor z r x eo eh Ele Edt wew Favorites Tools Help tsa Prepare for Ditrbuton A A A Dee Gta Campaign Activity Recipients Content Preparation Distribution M Email Content Processing File uploaded ShowImage aspx fleId 2c9a3444 70f7 4a69 a9ec 86f03792a5fb amp orgname vm dev 7 amp height 0 amp width 0 Processing complete Cancel lt Back Next gt Step 7 Distribution You can test the distribution now with your test contact and then distribute it to the marketing list you added earlier to the activity 1 Enter a subject for your email You can use fields here too Use Newsletter for firstname for this example 2 Click Send Test Email and verify that the email looks OK in the email client 3 Click Start Distribution to start the real distribut
99. urpose Processes special data emails sent from the clicktracking service If the email has been processed correctly it is automatically deleted Usage scenario Use this for the click tracking workflow Send Campaign Email Input Properties Email email UseTrackingCode boolean Output Properties none customaze Email Marketing 2 6 0 0 Page 81 of 111 customaze Purpose Sends open email activities Either with the CRM tracking code CRM 001234 in the subject or without it Usage scenario Use this in the Send Campaign Email workflow customaze Template Emails Send Template Email from X to Y These workflow extensions are meant to send emails using templates not CRM email templates but those used in the Template Editor with different sender and recipient types The extensions having an Email Reaction in their name are meant to be used in reaction to an email reaction for instance in a workflow reacting on Email Reactions They reply to the account contact or lead who has triggered the Email Reaction Input Properties e Recipient account contact lead e Sender systemuser queue e TemplateFile string the template to use Use a relative path starting in files templates e Subject string the email s subject e SendEmail boolean should the email be sent out or just be created e UseTrackingToken boolean if the email should be send with the CRM tracking token customaze List M

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