Archive for July, 2010


Running a Quick Campaign for marketing list members

July 7, 2010

Quick Campaigns are kind of like Campaigns, but they only have one campaign activity.

Running a Quick Campaign for bunch of marketing list members is a lot more efficient than going through your entire database and individually selecting records to add to your quick campaign.

Step-by-Step Instructions

  1. Click Marketing in the Navigation Pane, and then click Marketing Lists.
  2. Double-click a marketing list.
  3. Click the Create Quick Campaign button on the toolbar and click Next.
  4. Give your Quick Campaign a name and click Next.
  5. Select the type of activity you’d like to create for your quick campaign and choose who will own these activities.
  6. Add specific information for the type of activity that will be created and click Next.  This activity (either a task, e-mail, letter, etc.) will be created for each marketing list member.



Running a mail merge into Word

July 2, 2010

Mail merge in Microsoft Word is a great tool that can help your organization give a personalized touch. Because let’s face it:  In a business context, giving the perception of a personalized touch is more valuable than actually sitting down and touching each mail piece personally.

Mail merge in Microsoft CRM is best done using Microsoft Office Word, so you won’t have to change your existing business process.

Step-by-Step Instructions

  1. Highlight any records that you want to be included in your mail merge.
  2. Click the Microsoft Word button on the toolbar.
  3. Select a mail merge type, a template, and a merge range of records.
  4. Click OK.  A Word document will open directly to the Word mail merge wizard.
  5. Complete the wizard to run your mail merge.

Tips & Tricks

  • At the end of the mail merge, the system will prompt you to upload your template into the CRM system.  This is a good idea if you will run a similar letter in the future.