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Several customers now in the financial and legal industries have requested that they can preview an email template prior to distributing the campaign activity, primarily because the email mailshot must be approved before sending. Because the users who wish to preview/authorise the email aren't the users who actually distribute the campaign activity (i.e. senior partners & directors), they cannot quickly view the proposed email because the email template is only selected after pressing 'distribute campaign activity'.
Adding a relationship to the campaign activity to show a lookup to the 'proposed email template' is not possible either due to the email template not being customisable.

A quick win would be be to enable relationships to be added to the email template entity.
The slickest solution would be to have a preview window within the campaign activity so the user could see the email to be distributed and make amendements prior to distribution.

Category: Email Marketing
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in Dynamics 365 for Marketing

 

Sincerely,

PM,

Microsoft.

Comments

R

Great feedback! Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.

Derik
This posting is provided "AS IS" with no warranties, and confers no rights.

Category: Email Marketing

R

I would add that it would be greta to have an approval process for Email Templates, similar to KB Articles.

Category: Email Marketing