CRM Bulk Email Options

I’ve been doing some reading on the email options in CRM 2011. There are four options for working with bulk emails in CRM:

  • Direct Email
  • Quick Campaign
  • Workflow
  • Mail Merge
Task Direct Email Quick Campaign Workflow Mail Merge
Use Templates Y Y Y N
File Attachment Y Y Y Y
Include Images Y Y Y Y
Include Hyperlinks Y Y Y Y
Dynamic Fields Y Y Y Y
Can use If/Else logic N N N Y
Track Responses N Y N N
Entities All with traceable activities Lead
Account
Contact
Marketing List
All including custom All with mail merge enabled

 

Do note the following limitation – OOTB there is no support for tracking opening of emails or link follow-through. Use a 3rd party product for that.

Happy e-mailing!

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