Microsoft Dynamics AX 4
Create e-mail groups
  1. Click CRM > Setup > Contact management > E-mail groups > .
  2. Press CTRL+N to create a new e-mail group.
  3. In the E-mail group field, enter a unique name.
  4. In the Category drop-down list, select an e-mail category.
  5. Press the Members button.
  6. Select members from the Contact persons, the Employees and/or the Sales units tab, and use the arrow buttons to add or remove them from the E-mail members list.
For a target list

Follow this procedure to create an e-mail group based on a previously created target list for a specific campaign.

  1. Click CRM > Periodic > Marketing automation > Campaigns.
  2. In the Overview tab of the Campaigns form, select the campaign that the e-mail group is to be based on.
  3. Click Broadcast > Create e-mail group.
  4. In the Create e-mail group form, supply a unique name for the e-mail group in the E-mail group field.
  5. In the Category field, select an e-mail category from the drop-down list.
  6. In the Copy type field, select the type of mail from the drop-down list to define the type of e-mail message sent to the members of the e-mail group.
  7. Select the OK button to create the e-mail group.
    All the targets (contact persons) in the Campaigns form are transferred as members of the newly created e-mail group but are not deleted from the Campaigns form.
For a mail type
  1. Click CRM > Periodic > Mailings > Mailings.
  2. In the Mailings form, select the Create e-mail group button to open the Create e-mail group form.
  3. In the E-mail group field, supply a unique name for the e-mail group.
  4. In the Category field, select an e-mail category from the drop-down list.
  5. In the Copy type field, select the type of mail from the drop-down list to define the type of e-mail message sent to the members of the e-mail group.
  6. Select the OK button to create the e-mail group.
    All the contact persons in the Mailings form are transferred as members of the newly created e-mail group. However, they are not deleted from the Mailings form.
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