Use the Seller Portal to see and manage which messages are reaching your contacts

 

Updated: November 1, 2016

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.

The seller portal gives you an overview of which marketing messages are reaching which specific contacts. This is important information for salespeople, making sure that they are well informed about which communications their customers have been receiving when they meet with them. The portal also enables salespeople to remove specific contacts from campaigns and/or emails that they think will not interest those contacts. The display is similar to the marketing calendar and includes much of the same functionality, plus extra features designed for salespeople (see also Keep track of company-wide projects with the marketing calendar).

The seller portal is designed to be accessible by Microsoft Dynamics 365 users, with handy links and integrated functionality available inside Dynamics 365. If you are a Dynamics 365 user or administrator, then see Dynamics Marketing for Dynamics 365 users for an overview of how to set up the integration and find those features of Dynamics Marketing that are most likely to be useful and available to you.

Use the Contacts Seller Portal to view and manage marking communications targeted at each contact. To open it, do one of the following:

  • If you are working in Microsoft Dynamics 365, go to Sales > Contacts in Dynamics 365 and mark the contacts you wish to inspect. Then choose the More button at the top of the screen to open a menu and choose View Marketing Portal from that menu.

  • If you are working in Dynamics Marketing, go to Marketing Execution > Marketing Database > Marketing Contacts to view a list of all marketing contacts in the database. Mark the check boxes for each contact you want to inspect and then select the Seller Portal button Seller Portal button in the toolbar. See also Learn how to work and get around in Microsoft Dynamics Marketing for details about how to search, sort and filter the list.

The Contacts Seller Portal page opens, which displays a Gantt chart with a linear calendar next to a column that lists the contacts you selected on the previous page. See "Work with the seller portals” for tips and details for working with the portal.

The Accounts Seller Portal looks very similar to the Contacts Seller Portal, but focuses on companies rather than individuals. An important difference is that you can view all of the individual contacts associated with a given company and also choose which of them should be included in a given campaign. To open it, do one of the following:

  • If you are working in Microsoft Dynamics 365, go to Sales > Accounts in Dynamics 365 and mark the contacts you wish to inspect. Then choose the More button at the top of the screen to open a menu and select View Marketing Portal from that menu.

  • If you are working in Dynamics Marketing, go to Marketing Execution > Marketing Database > Marketing Companies to view a list of all companies contacts in the database. Mark the check boxes for each company you want to inspect and then select the Seller Portal button Seller Portal button in the toolbar. See also Learn how to work and get around in Microsoft Dynamics Marketing for details about how to search, sort and filter the list.

The Accounts Seller Portal page opens, which displays a Gantt chart with a linear calendar next to a column that lists the companies you selected on the previous page. See "Work with the seller portals” for tips and details for working with the portal.

Both the Accounts Seller Portal and the Contact Seller Portal display a Gantt chart showing a linear calendar next to a column that lists the companies or contacts you selected on the previous page. Adjust the view options so that you can see all of the information you need as follows:

  • Use the time-range controls (Today, Year, Quarter, Month, or Week) to control how many days you can see in the chart, essentially zooming in and out.

  • Use the left and right scroll arrows, located above the upper right corner of the chart, to slide the view forward or backward in time.

  • Use the Filter button Filter button to adjust the set of campaigns displayed as needed.

Both the Accounts Seller Portal and the Contact Seller Portal provide the following features:

  • Each of company or contact targeted by at least one campaign displays an Expand button + to the left of their name in the left column.

  • Select the Expand button + to expand the display of all campaigns that target the listed company or campaign. A timeline for the campaigns will now be shown as a Gantt chart on the calendar.

  • You can continue to drill down into a campaign either by using the Expand buttons + in the left column or by selecting the down-arrow in the Gantt chart. Here you will be able to see any emails and other communications that have or will be sent to contacts.

  • Hover the mouse pointer over any item in the Gantt chart to see a tooltip displaying summary details for that item.

  • To see complete details about any campaign, email, or other campaign element select its name in the left column or on the Gannt chart. The details will open in a fly-out window, so you can view the details without leaving the Seller Portal.

  • Past and future emails are handled slightly differently. All emails scheduled for future delivery are shown for each contact or company. However for emails already sent, the portal only shows those mails that were actually received; bounced emails and emails blocked due to cross-campaign rules will not be shown.

The Accounts Seller Portal focuses on companies, each of which may have one or more contacts working for them. However, not all campaigns targeted a given company are necessarily of interest to all of that company’s contacts. Therefore, you are able to see a list of contacts working for each company and to block specific contacts from campaigns that have not yet started, thus preventing all associated mails and other initiatives from reaching them.

Each campaign includes an Edit block list button Edit blocked list button to the right of its name in the left column (the button also shows a number indicating how many contacts are blocked); select this button to open a pop-up that displays all of the contacts from that company and campaign. The window includes two columns: contacts in the left column will-receive/have-received communications about that campaign, while contacts in the right column will-be/have-been blocked. For future campaigns, you are able to move contacts between the columns; to do so, select a contact and use the arrow buttons between the columns to move contacts back and forth as needed.

To view a summary of all the ways a given contact has engaged with your marketing messages, select the contact’s name in the blocked/not-blocked pop-up. A fly-out will open showing that contact’s Marketing Engagement. See also See how contacts are engaging with your campaigns for more information about this display.

The Contacts Seller Portal focuses on individuals rather than companies, and therefore provides a more detailed engagement analysis for individuals while also enabling you to remove individuals from campaigns and/or messages that are unlikely to interest them.

  • To view a summary of all the ways a given contact has engaged with your marketing messages, select the contact’s name in the left column. A fly-out will open showing that contact’s Marketing Engagement. See also See how contacts are engaging with your campaigns for more information about this display.

  • You are able to remove specific contacts from campaigns that have not yet started, thereby preventing all associated mails and other initiatives from reaching them. Campaigns that were/will-be sent to a given contact show a Check button Block button to the right of its name in the left column; campaigns that were/will-be blocked for a given contact show a Blocked button Edit blocked list button here. For future campaigns, you can select this icon to toggle the blocked/not-blocked status for a given contact and campaign; for past campaigns, this is read-only.

Once you have an overview of which contacts will receive which messages in connection with which campaigns, you might also like to receive alerts when key contacts interact with the messages by opening emails, claiming offers, registering for events, etc. See Work with alerts for details about how to configure alerts for these types of events and more.

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