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!
Leave a Reply