dotmailer for Microsoft Dynamics CRM - Contact and lead options

Contents

Synchronising opt-in types
  » Shared entities across multiple email accounts
Enrolling entities in programs
Viewing an entity's engagement timeline

Synchronising opt-in types

Please note: To synchronise opt-in types for your contacts, leads, and accounts, you'll need one of the following versions (or higher) of the dotmailer for Dynamics CRM:
  • 2011: 5.0.0.13
  • 2013: 6.0.1.718
  • 2015 and 2016: 7.0.1.720

From the main menu bar, go to Settings > Email Accounts > EMAIL SETTINGS and set the synchronisation for the 'ContactOptIn' synchronisation type. By default, the synchronisation setting is manual.

Any contacts, leads, or accounts that have the same email address as your contacts in dotmailer are given an opt-in type field. After the first synchronisation is completed, the opt-in type fields are given the values of your contacts' opt-in types.

The opt-in type field for contacts and accounts is in the 'CONTACT PREFERENCES' form.

The opt-in type field for leads is in the 'CONTACT METHOD' form.

Shared entities across multiple email accounts

If you synchronise opt-in types for more than one email account, shared entities' opt-in types might be overwritten by the value in the email account that was synchronised most recently. However, these values are overwritten only by a higher opt-in type, following this hierarchy:

  • Unknown
  • Single
  • Double
  • Verified double

Therefore, if your contact has a 'Verified double' opt-in type in one of your email accounts and an 'Unknown' opt-in type in a second email account, your contact will remain 'Verified double' even after the synchronisation of the second account is completed.

Enrolling entities in programs

Contacts and leads can be directly added to an existing program in dotmailer. If the contact or lead has not already been synchronised it will be added to the 'All contacts' address book in dotmailer.

  1. From the 'CONTACT' page or the 'LEAD' page, click Automation Programs

The list in the left-hand panel shows all the active and inactive programs, but you can select only active ones.

  1. Select the active programs that you want to enrol your contacts in
  2. Click Add
  3. When the enrolment has completed the 'Automation Program' modal window closes and the current 'CONTACT' page or 'LEAD' page is displayed.

If no programs are available the following modal window is shown.

Can't find your program in the list?

You need to enable your program in the settings. Ask you CRM administrator for help. 

Viewing an entity's engagement timeline

This will display a graphical representation of interactions of the Contact. The summary panel shows Name, email address and outline statistics, the lower left panel the Last and First interactions. The main timeline panel will display the selected behavioural data, details can also be selected.

The Emails option allows just the Email send and Open information to be displayed. The view starts in the basic manner, and the details can be expanded as shown.

Example of click data in the details view.

Example of page visits (and WebInsight) in the details view.

Example of a form in the details view.

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