Neil McDonald's Dynamics CRM Blog

Free CRM 4 HTML Email Campaigns

leave a comment »

Dynamics CRM 4 does not come with the ability to compose HTML emails. This limits what can be done via marketing campaigns and email templates. There are companies who have created various addons and accelerators for this. Most give marketing stats and pretty graphs, but they are very expensive and do more than you need in many cases.

If you are looking to just send out a HTML email and do not care about click through rates etc then this free option should help. You’ll need a HTML editor and a web site where you can host a web page and some images.

First of all, you need to create your HTML email in you HTML editor.

Mark1

You will need to change any relative paths to style sheets and images in the HTML to absolute paths e.g.

Change this:

<p class=MsoTitleCxSpFirst align=center style='text-align:center'><img width=438 height=329 id="Picture 0" src="penguins_files/image001.jpg" alt=Penguins.jpg></p>

To this:

<p class=MsoTitleCxSpFirst align=center style='text-align:center'><img width=438 height=329 id="Picture 0" src="http://www.yourdomain.com/penguins_files/image001.jpg" alt=Penguins.jpg></p>

Next, upload your HTML email and related content to your publicly accesilble web server

Navigate to your HTML page via a browser, highlight the whole page and copy it to the clipboard

Mark2

Now just create an email template, email or campaign activity and paste the contents of the clipboard into the email body

Mark3

You can now send your HTML email via the CRM without having to pay a marketing company!

If you are looking for an integrated marketing solution with all of the trimmings, then companies such as ExactTarget and C360 offer more professional products.

 

Written by neilmcd

July 26, 2010 at 3:41 pm

Posted in CRM 4

Tagged with ,

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: