Add recipients manually from your campaign activity ("Recipients" tab)
Using the "Recipients" tab of your campaign activity, you can add recipients.
Step by step
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Open your campaign activity in the "Recipients" tab.
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Click "Add recipients".
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You have the following options to add recipients to your campaign activity:
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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.
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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.
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Is the contact allowed to receive bulk emails?
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Has the contact granted their tracking permission?
In other words: Are you allowed to track his clicks and openings on a personal basis?
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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.
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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.
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Click "Add".
The value of the "Is processing" field changes to "true" and a loading icon appears.
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Wait until the value "false" appears under "Is processing".
Only recipients with a valid email address in their contact settings will be added.
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When you add a contact as a recipient to your Inxmail campaign activity, two points are particularly relevant:
This information is defined on two levels:
As is usual in Microsoft Dynamics, only recipients who are on the marketing list specified in your campaign will be included for dispatch.
- You have added recipients from your campaign activity.
Next step