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 do the following:

  • Create email data labels in Dynamics and synchronise them to contact data fields in dotmailer
  • Create contact data fields in dotmailer and synchronise them to email data labels in Dynamics
Please note: Email data labels in Dynamics are called contact data fields in dotmailer.

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

You can use email data labels to personalise your email campaigns, for example for greeting your entities, 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 - This field means that the email data label is not visible in dotmailer preference centres. By default, all email data labels are set to private.
      To make this email data label visible in dotmailer preference centres, you can set the email data label to public only from your dotmailer account.
    • Default value - Enter a default value in case the value of the email data label fails to upload. 
    • 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

Data Mapping

Before email data labels can be synchonised, you need to create a new email data mapping for that label.

By default, email data labels are synchronised to dotmailer once a day.

To edit the synchronisation interval, go to Settings > Email Accounts > Email Settings.

To manually synchronise your email data labels:

  1. From the command bar, click SYNCHRONISE

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

    data_label_queue.PNG
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