Add recipients and send mailing

Using the "Dispatch" tab you can add your recipients and send your mailing in one swoop.

You can also add your recipients and start dispatch in separate steps:

Step by step

  1. Switch to the "Dispatch" tab after editing the mailing.

  2. Select "Add recipients and send" from the drop-down list.

  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 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 "Go."

    Next to the drop-down list "Use subscription from" you will now read the text "In progress" in red and a loading icon will appear. At the same time, you will see a check mark next to "Dispatch after upload pending".

  5. Wait until "In progress" becomes "Completed" .

    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 and sent your mailing.

Next step