Send the same email out to multiple contacts using personal templates.
- [Instructor] Good communication creates loyal customers, so I want to talk to you about how we can quickly send the same email out to multiple contacts. I created an account called women, where I put my contacts into a particular demographic, so let's say that I have a special that's coming out or there's a ladies night or something, and I'm particularly wanting to target women. If I have an account that's set up in that way, then I can scroll down to my contacts and click on this icon here to see all the records associated with the view.
And notice that now I have check boxes next to all their names, and up on the ribbon, I have a send direct email. Now, I wouldn't have had to necessarily have put those check boxes in, because as you can see on this page, I could have said just give me all the records on all the pages, but I want to talk to you about these templates. So for example, we have a contact reconnect here, so we could check check check everybody that we wanted, we could hit contact reconnect and then we could send it. But I want to show you where that template is coming from.
So if I come into my settings and my templates, these are the email templates for the system and you probably have to be an administrator to see these and to edit them. If I go into the contact reconnect, that was the one that I had available to me, now you can see what the content of that email would be. Now here's what I want you to pay attention to. I want you to pay attention to just the structure of the template itself.
So we've got a title, we've got a description, a subject, and then we have these fields that we're pulling from our CRM system. Now it's great if you know who your administrator is or you can request one of these templates, but I want to show you how you can really set yourself apart from the other sales people in your organization, by creating your own template. So I'm going to close out of that and I'm going to go up to the gear icon and I'm going to choose to options. Now options is where you can decide, you know, what the first screen is that always shows up, you know, there's some other things you can do, but look, there's an email templates tab here, and you can click on new, and click OK.
This is where you can type in that title, the description, the subject. So how you add fields is you click down into the body of the message and then you would click insert update. And this is where you click add. And you'll see fields that you can add like dear first name, and you click OK. So you're going to actually put the text around this. So if you've ever done like a merge file or anything like that in Word, this is very familiar, but even if you're new to it, you can see, it's not rocket science.
You're going to be able to figure this out pretty quickly. Also notice there's no spellcheck in here, so whatever you decide to put in your template, please copy and paste that into Microsoft Word to do a little spellcheck because there's no spellcheck here and you don't want to represent yourself badly. Email marketing is a major driver for companies to invest in a CRM system, and now you know that you don't have to rely on your marketing department to create email templates for you. By clicking on that gear icon, going into your options, and going into these email templates, you're setting yourself apart from other sales people in your department, because you know something they don't know.
- Creating new accounts and contacts
- Entering customer data
- Finding, sorting, and filtering customer records
- Qualifying leads
- Sending quotes
- Drilling down into a sales report
- Exporting Dynamics 365 data to Excel