Linking a Marketing List with Dynamo - Campaign Monitor for Dynamics CRM 2011

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Linking a Marketing List with Dynamo - Campaign Monitor for Dynamics CRM 2011

  1. 1. ClickLearn mra Book November 20, 2012 Using Dynamo 1/71. Content1. Content............................................................................................................................................................. 12. Linking a marketing list..................................................................................................................................... 13. Bookmarks........................................................................................................................................................ 72. Linking a marketing listSelect the navigation item MarketingClick on link Marketing ListsClick on the ribbon item NewClick on the Textbox NameEnter Name.Open the Dropdown list Member TypeSelect the type of List Members your Marketing Listwill contain. In this process we are using Contacts.Click on the ribbon item SaveC:UsersmraDocumentsCL RecordingsDynamoDynamoUsing DynamoUsing Dynamo 11/20/2012 1/7
  2. 2. ClickLearn mra Book November 20, 2012 Using Dynamo 2/7Click on the ribbon tab DynamoClick on the ribbon item Connect to CMOpen the comboboxSelect the Configuration you want to link thismarketing list with The Configuration contains the link to a Campaign Monitor Account. You can have multiple Campaign Monitor accounts setup for your CRM Deployment. Use the Dynamo Configuration Client on your server to add or edit configurations.Click on the radiobutton Create a new subscriber listand link In this proces we are letting Dynamo create a new subscriber list. You can also choose the "Link to an existing Subscriber List" option, and link to one of your existing subscriber listsClick on the button Link to CMC:UsersmraDocumentsCL RecordingsDynamoDynamoUsing DynamoUsing Dynamo 11/20/2012 2/7
  3. 3. ClickLearn mra Book November 20, 2012 Using Dynamo 3/7 The Create Subscriber List FormDynamo will create a new empty subscriber list in your CM Account. You can set more properties and auto-responders on the newly created list, form the CM User-interfaceClick on the button OK The Create Custom Fields FormC:UsersmraDocumentsCL RecordingsDynamoDynamoUsing DynamoUsing Dynamo 11/20/2012 3/7
  4. 4. ClickLearn mra Book November 20, 2012 Using Dynamo 4/7Dynamo can create two special identification fields on your subscriber list in CM. These fields helps Dynamoto perform the synchronization with as few lookups as possibleClick on the button OKClick on the buttonClosePress the F5 key.C:UsersmraDocumentsCL RecordingsDynamoDynamoUsing DynamoUsing Dynamo 11/20/2012 4/7
  5. 5. ClickLearn mra Book November 20, 2012 Using Dynamo 5/7 Your Marketing List Form after the link is createdC:UsersmraDocumentsCL RecordingsDynamoDynamoUsing DynamoUsing Dynamo 11/20/2012 5/7
  6. 6. ClickLearn mra Book November 20, 2012 Using Dynamo 6/7Click on Select a durationClick on 1 hourClick on radio button RunningClick on the ribbon item Save & CloseC:UsersmraDocumentsCL RecordingsDynamoDynamoUsing DynamoUsing Dynamo 11/20/2012 6/7
  7. 7. ClickLearn mra Book November 20, 2012 Using Dynamo 7/73. BookmarksContent................................................................................................................................................................. 1Linking a marketing list......................................................................................................................................... 1Bookmarks............................................................................................................................................................ 7C:UsersmraDocumentsCL RecordingsDynamoDynamoUsing DynamoUsing Dynamo 11/20/2012 7/7

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