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Send a ClickDimensions Email Via a CRM Worflow

  • 1.  Send a ClickDimensions Email Via a CRM Worflow

    Posted 4 days ago
      |   view attached
    Hello,

    I am following support documentation provided by Click Dimension to create a workflow to send an Email via Click Dimensions.
    https://support.clickdimensions.com/hc/en-us/articles/115001161654-Send-a-ClickDimensions-Email-via-a-CRM-Workflow

    By default, the Email send uses the Contact.EmailAddress1 and I would like it to uses Contact.EmailAddress3.  Any suggestions?

    ------------------------------
    Todd Wasieleski
    IS - Systems Developer
    Federated Insurance
    Owatonna MN
    ------------------------------

    Attachment(s)

    docx
    WorkflowScreenshot.docx   65K 1 version
    Conference-CRMUG_200x200


  • 2.  RE: Send a ClickDimensions Email Via a CRM Worflow

    Posted 2 days ago
    Hello Todd,

    I do not believe you can change this in the workflow. However, have you considered using the "Add to Marketing List" workflow function instead? This will basically make a static marketing list a dynamics marketing list and can be used on a campaign automation. Based on your condition, add a person to marketing list which is then connected to a campaign automation. In the Campaign automation you can choose which email to send to.

    Hope this helps,

    ------------------------------
    Lauren Haapakoski
    CRM & Marketing Automation Consultant
    Wipfli
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Send a ClickDimensions Email Via a CRM Worflow

    Posted 2 days ago
    Hi Lauren,

    Thank you for the suggestion.  I should have included, we are looking at alternatives to using Click Dimension Campaign Automation (backup plan).  Our experience has not been positive with Click Dimension Campaign Automation with numerous outages and "Stuck" participants.  Additionally, we are looking for a solution which will deliver the emails in a timely manner.  Campaign Automation just adds another layer for failure and delay.

    We are also looking at our options for sending the email directly from CRM, bypassing Click Dimensions.

    Regards,

    Todd Wasieleski

    ------------------------------
    Todd Wasieleski
    IS - Systems Developer
    Federated Insurance
    Owatonna MN
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Send a ClickDimensions Email Via a CRM Worflow

    Posted 2 days ago
    Todd,

    I would be very careful sending CRM emails rather than ClickDimensions email because of CANSPAM laws and needing subscription management for emails (except transactional communication).

    Is this a bigger issue? Campaign Automation is a major part of the product and if you don't have confidence in it, have you considered looking into Microsoft Dynamics Marketing? We implement both ClickDimensions and Microsoft Dynamics Marketing and I do understand the CD concern.

    ------------------------------
    Lauren Haapakoski
    CRM & Marketing Automation Consultant
    Wipfli
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: Send a ClickDimensions Email Via a CRM Worflow

    Posted 2 days ago
    Lauren,

    Again, thank you for the thoughtful response.  The particular emails we are targeting for this scenario are are considered transactional communications.   Our commercial emails tolerate the delivery time frame provided by Click Dimensions, so we will continue down this path ... for now.

    Unfortunately, Click Dimension will not respond if their product supports sending to Email3 via a Workflow.  Their support representatives recommendation was to contact this community.

    Todd


    ------------------------------
    Todd Wasieleski
    IS - Systems Developer
    Federated Insurance
    Owatonna MN
    ------------------------------

    Conference-CRMUG_200x200


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