dotmailer for Microsoft Dynamics CRM - Email data labels

Contents

Creating an email data label
Synchronising email data labels

Summary

From your Dynamics email account you can:

Create email data labels in Dynamics and synchronise them to contact data fields in dotmaile

From your dotmailer email account you can:

Create contact data fields in dotmailer and synchronise them to email data labels in Dynamics

Note: Email data labels in Dynamics are called contact data fields in dotmailer.

By synchronising mapped CRM fields with email data labels, you can ensure that the information that you store against your contacts/leads in both Dynamics and contacts in dotmailer is up to date.

You can use contact data fields to personalise your email campaigns, for example for greeting your customers, providing them with their account manager’s contacts details or reminding them about a product renewal.

Creating an email data label

  1. From the navigation bar, go to Settings > Email Accounts, and click the name of the email account (dotmailer account) that you want to create an email data label for

    email_accounts_dyn.png
  2. From the navigation bar, click the down arrow next to the name of your email account and click Email Data Labels 

    email_data_lables_2.png
  3. From the command bar, click ADD NEW EMAIL DATA LABEL

    add_new_data_label.png
  4. Complete the required fields, giving your new email data label a unique name and a data type. The following list describes what some of the fields mean:

    • Is Private - When this field is set to Yes (default) it means that the email data label is not visible in dotmailer preference centres.
      If  an email data label needs to be visible in a dotmailer preference centres, it must be set in dotmailer, updating the Access value  to be This data label is private
    • Default value - Enter a default value in case the value of the email data label fails to upload and is used in a email.
    • Description/Purpose - Explain the intended use of the email data label.
    • Email Account - Select which email account (dotmailer account) that you want this email data label to synchronise to.

      Dynamics-settings_Email_data_label.png
  5. Click the Save icon

Synchronising email data labels

 

By default, email data labels are synchronised once a day, this is the most common setting.

To edit the synchronisation interval, go to Settings > Email Accounts> Specific account > Email Settings > Synchronisation Settings

The Sync Now button can be used when the Interval is no set to Manual Synchronisation Only

Alternatively to manually synchronise your email data labels go to Settings > Email Accounts> Specific account > Email Data Labels 

  1. Click SYNCHRONISE

    data_label_sync.png
  2. A confirmation message is displayed, click OK to continue

    data_label_queue.PNG

3. When a Email Data label has been synced and is available to be mapped it shown in the Synchronise with Email Service Column.

 

 

 

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