Configure email marketing and marketing automation options

 

Updated: February 20, 2017

Applies To: Dynamics Marketing

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Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Use the Marketing Automation page to set up your email marketing and track your message usage. To see this page, go to Settings > Campaign Management > Marketing Automation.

You must be an administrator to see and update Marketing Automation settings.

To save resources and improve performance, Microsoft Dynamics Marketing analyzes and scores behavior data periodically, not constantly. This results in a small amount of latency between when a contact’s activity is imported into the database and when that activity is reflected in that user’s lead score. Enter a value in the Scoring Latency field to establish how often lead scores are calculated (in hours). We recommend once an hour.

Field

Description

Default Subscription Center

Set a default subscription-center plug-in for marketing emails. More information: Create a subscription center

Default Forward to a Friend

Set a default Forward to a Friend plug-in for marketing emails. More information: Create a Forward-to-a-Friend plug-in

Log Purges

Hard bounces result when you send an email to an address that doesn’t exist. When hard bounces occur, Dynamics Marketing permanently deletes the bounced email address from the contact's record because it’s not valid and has no use. Select this check box to log all purge events. Clear it to keep these events out of your log.

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You must also enable Logging for your site to use this feature. More information: Configure site settings

Performance KPIs

Dynamics Marketing tracks and reports several key performance indicators (KPIs) for evaluating the performance of marketing email messages. These include both absolute KPIs (such as the total number of opens) and relative KPIs (such as the open rate, which might compute the percentage of opened messages in relation to the total number of messages sent).

Dynamics Marketing supports two methods for calculating the performance KPIs. Use this drop-down list to choose the method you prefer by selecting one of the following values:

  • Display legacy rates: Calculate all rates relative to the total sent quantity. This is how KPIs were calculated in Microsoft Dynamics Marketing 2016 Update 0.1 and earlier.

  • Display standardized rates: Calculate rates according to industry-standard practice, with some rates related to the total sent quantity, and others related to total delivered, total blocked, or total addressed quantities.

The raw data (absolute quantities) does not change based on your selection of KPIs to use; only the calculated rates change.

For more information, including a comparison chart of how standardized and legacy KPIs differ, see Analyze the performance of email marketing.

Total Messages

The total number of messages your organization has purchased for the current time period (for example, this month).

Sent Messages

The total number of messages sent by all users during the current time period.

Available Messages

The total number of messages that can be sent during the remainder of the current time period (for example, the number of messages purchased and not yet used or scheduled).

Bounce Handling

This setting establishes the default bounce-handling setting for all new marketing email messages. Users can override this default for individual messages as needed, but it will be most convenient for them if you choose your organization's preferred setting here.

A hard bounce indicates that a given email address is not valid (typically because the server and/or user account do not exist). Choose one of the following:

  • Purge Hard Bounces: The system deletes email addresses that result in a hard bounce from their contact records. You can specify whether purged email addresses get logged (by using the Log Purges check box, also on this page).

  • Retain Hard Bounces: The system logs hard bounces and shows them in email performance statistics, but keeps the addresses in their contact records. This means that you risk using them again.

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If you allow too many hard bounces to occur, your reputation for sending email may suffer. This could eventually reduce your ability to deliver messages, as more of your messages get flagged by spam filters. If you decide to retain hard-bouncing addresses, you should keep an eye on your performance statistics and manually remove the bad addresses (see also Analyze the performance of email marketing).

Allowed domains for email addresses in the From field

Use this setting to limit the set of email-address domains permitted in the From field for marketing email messages. This can help to improve security, prevent typos, and increase deliverability by ensuring that from-addresses always match your DNS registrations (More information: Get ready for email marketing).

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This setting only applies to the From field, not the Reply To field.

To enable this feature, enter a list of allowed domain names separated by semicolons (such as "microsoft.com; contoso.com") in the Allowed Domains field. Leave this setting blank to allow all domains.

Email messages that get blocked as a result of this setting are counted as blocked due to invalid sender email in performance results (More information: Analyze the performance of email marketing).

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Dynamics Marketing first checks the from-address when it tries to send the message, not as a user enters the value, validates the message or schedules it for future delivery. This means that the domain check will apply even when using a Razor expression to define the from-address, but also that users may not realize that they have used a blocked from-address until after the performance results are returned.

Outgoing email filters are specialized, custom filters based on lists of suppressed email addresses or message topics. They require custom programming to work correctly, so don't enable either of these features unless your organization has developed the required back-end support using the Dynamics Marketing SDK (for details, see the developer documentation included with the SDK download).

Dynamics Marketing provides two types of outgoing email filters, each of which applies to all outgoing marketing emails:

  • Global suppression: Applies a suppression list of email addresses to which Dynamics Marketing will never send any marketing emails. This filter is based on email address only, not contact ID.

  • Contact permissions: Prevents emails of specific topics from being sent to specific email addresses. It lets contacts opt out of receiving emails with specific topics. The topic is assigned as part of the marketing email setup, and can be seen under the Details fold-down (see also Create or view email marketing messages). This filter is based on email address and message topics only, not contact ID. Also, don't confuse the email topic (which is metadata visible only in Dynamics Marketing), with the email subject (which recipients can see in their email client).

Select the check box for each type of filter you want Dynamics Marketing to apply.

You can't edit the lists required by these outgoing filters using the Dynamics Marketing user interface; they must be loaded programmatically through the API.

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When one or both outgoing email filters are enabled, they block all marketing email messages to all contacts by default until contact permissions are set for each contact. Both filters require a custom, external solution to set contact permissions explicitly for each contact in your database, and new contacts are blocked until your system has had time to set contact permissions for them. The required contact permission settings are only accessible through the SDK, but after you’ve set them you can read the contact permission status on the Contact maintenance page for each contact. More information: Manage contacts

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Outgoing email filters affect all marketing email messages. This includes messages created or listed under Marketing Execution > Email Marketing > Email Marketing Messages, regardless of their designation—including marketing email messages configured with a designation of "transactional." However, the outgoing mail filters don't affect internal emails (of the type listed under Projects > Emails > Emails) or alerts. More information: Email marketing

Behavioral data (such as records of email clicks, website visits, and so on) are collected by the bulk messaging server on an ongoing basis, but are only imported from there to your Dynamics Marketing database periodically. The Last Result Import value shown here tells you the date and time of the last import.

This table organizes your email usage by message, so you can see how your quota is being spent. Click any message listed here to go to its maintenance page, where you can view its content, performance records, recipients, and other details. You can also export the full list to a Microsoft Excel document.

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