we copy past the marketing email template from web to Marketing template in the Designer tab and we can see some changes happens by default in HTML code.
there is no exact alignment when copy pasting formatted text. If copying from a webpage, the recommended approach is to copy the source HTML and put it into the HTML tab of the email editor. This will preserve the formatting better.the copying of formatted text into the editor. Recommended wor...
Making an actual working e-mail editor for marketing professionals
The "drag and drop-editor" is just a marketing term. It doen't work properly. Please buy or build an e-mail editor that can compete with other Marketing Automation tooling like Pardot, Marketo, Sharpspring or even ClickDimension.
Quick Send feature
Ability to send Marketing emails (based or not based on marketing email templates) to users directly rather than setting up a customer journey. The 'Send Email' button on the classic web-version only looks at the standard email templates and not the marketing emails. For more details, check ou...
Marketing Email Insights heatmap/links clicked to recognize Marketing Pg links
Currently if I place a link to a Marketing Page in an email, it does not get tracked as a link in the email insights analytics - this occurs either as a text link or a Marketing Page button to the marketing page. This is required to provides a complete and accurate picture of the marketing ema...
Email - To, CC, Bcc - by default looking up Customer instead of contact (or provide a configurable option to chose this functionality)
We want to default the lookup fields in the email activity for To, CC, BCC to the account entity instead of contact, so when the user clicks the lookup or enters text the lookup functionality should work on accounts by default.
This was possible in the older releases by using some ...
Feature request for Campaign e-mail template
Please provide following features:
- Auto-insert a name of read company or Account company for an e-mail template as "Campaign activity" and "Quick campaign".
- Dynamicaly change Body contents depends on which recipients you are going to send an e-mail, and it allows you to cho...
Format of email changes for emails containing HTML format which are sent from CRM online to any other mailbox like Gmail, Hotmail for the CRM online.
Format of email changes for emails containing HTML format which are sent from CRM online to any other mailbox like Gmail, Hotmail for the CRM online. Most of customer are using direct email using HTML template, this template is not visible for Gmail users and yahoo users. Which is impacting th...
Dynamics CRM 2015 On-Premise & Online: Email advanced editor that can handle CSS/HTML
Dear Team,
Grateful if you could include an advanced editor for email that can handle CSS/HTML in MS Dynamics CRM 2015 (on-premise & online).
That would help us, marketing professionals a lot while designing our email for campaign, etc.
Thanking you for you...
Sales Rep Marketing Capabilities
Provide the ability within CRM to:
A. Create MARKETING RICH-TEXT/HTML Emails and provide access to SALES REPS through CRM.
B. Allow SALES REPS the ability to take the said email template from CRM/Outlook and send the MARKETING RICH-TEXT/HTML emails, with a bit of personalization on a...
To enable Mail Merge functionality on Individual records
1. Navigate to sales >> Contacts.
2. In Active contact view, select a contact record and open it.
3. We do not see the option to do Mail Merge.
Findings :
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In CRM 2013, Mail Merge is possible only via Marketing Lists.
We had this feature in ...