Add recipients manually from your campaign activity ("Recipients" tab)

Using the "Recipients" tab of your campaign activity, you can add recipients.

Step by step

  1. Open your campaign activity in the "Recipients" tab.

  2. Click "Add recipients."

  3. You have the following options to add recipients to your campaign activity:

    • Use global status: You'll add all recipients that have specified "Allow" in the "Inxmail" tab, provided they are also included in the marketing list.

    • Select campaign activity: Select a campaign activity from the dropdown: This way, you'll add all recipients that are subscribed to the selected campaign activity, provided they are also included in the marketing list. In this case, the global status is irrelevant.

    Only recipients with a valid email address in their contact settings will be added.

    When you add a contact as a recipient to your Inxmail campaign activity, two points are particularly relevant:

    • Is the contact allowed to receive bulk emails?

    • Has the contact granted their tracking permission?

      In other words: Are you allowed to track his or her clicks and openings on a personal basis?

    This information is defined on two levels:

    • Global status: The global status is used as a fallback, e.g., in case no campaign activity has been selected. You will find the global status in the "Inxmail" tab of your customers, leads, and contacts.

    • Campaign activity: In the "Campaign activity" tab of your customers, leads, and contacts, you can specify mass email and tracking permission settings that differ from the global status. Once a campaign activity is selected, the (more specific) setting from the campaign activity will always apply. In this case, the global status is irrelevant.

      Tip: It has proven to be best practice to maintain one or more campaign activities as "subscription lists" and to automatically apply the specifications from the "subscription list" when creating a new campaign activity.

    As is usual in Microsoft Dynamics, only recipients who are on the marketing list specified in your campaign will be included for dispatch.

  4. Click "Add."

    The value of the "Is processing" field changes to "true" and a loading icon appears.

  5. Wait until the value "false" appears under "Is processing."

    Queues and logs allow you to track everything that is happening in your system. Access your queues and logs via the favorites in your dashboard.

    If you have added recipients manually, you can also access the details of the last execution under the "Add recipients" function in the "Recipients" tab.

  • You have added recipients from your campaign activity.

Next step