I have been ClickDimensions customers for a few months now. The basic functions work great and are really easy to set up (even for a non-programmer). However, if you would like to use more of the sophisticated marketing automation, you need to dig a little deeper. One of the problems I recently encountered, was that I would like to send a ClickDimensions e-mail to the contact’s secondary emailadress from a workflow, known as EmailAdress2 in Dynamics CRM. This is an alternative emailadress for a contact, which is sent an automated email when one of the sales reps win an opportunity.
I asked the ClickDimensions support team for a little help. Although they do great work over there, they are limited to the ClickDimensions core functions and entities. Their response was good, but was not going to help my any further: “Since Workflows and the Opportunity entity are not native to ClickDimensions, we are unable to provide support for them. If you need assistance in setting up this Email Send via a Workflow or using dynamic content to pull values off of the Contact record, you will need to contact your CRM partner.”
So, time to make a work around. We will do this by a combination of workflows, marketing lists and ClickDimensions marketing automation.
Send one-to-many email to EmailAdress2
When creating a regular E-mail Send (Marketing > ClickDimensions > E-mail Send) you are able to pick emailadress 1 through 3, which is great when sending a one-to-many campaign. However, I would like to send a one-to-one campaign, triggered by a field in the opportunity.
Send e-mail to EmailAdress2 from a workflow
First I tried making a custom entity and tried copying the field EmailAdress2 to EmailAdress1. Bummer, since ClickDimensions only allows sending e-mails to contacts, accounts or leads. That is before I stumbled upon the Add to marketing list function in ClickDimensions, a great feature. This wil let you add contacts, leads or accounts to Marketing List from a workflow. Then, by building a Campaign Automation, we should be able to send e-mails to Emailadress2 from a workflow.
Step 1: Make two marketing lists
Create two new marketing lists in CRM. The first will be called Emails to be send to EmailAdress2 from workflow, the other Emails already sent to EmailAdress2 from workflow. We will use the second marketing list to monitor which contacts have already received the emails.
Step 2: Create the workflow
You will find the function under “Add Step” > “Marketing Lists” > “Update Marketing Lists Members”.
The workflow will be triggered when the status of the Opportunity changes to “Won”.
Set 3: Set properties for the marketing list
Click on “Set properties”. Use the Dynamic Values to set the linked contact opportunity for the contact. Select the “Emails to be send to EmailAdress2 from workflow” marketing list we created earlier.
Step 4: Build the Campaign Automation
Next up is creating the Campaign Automation, that is found under Marketing > Marketing Automation > Campaign Automation. Create your campaign and open the builder. Now, select “Added to List” as trigger and create a new series. Select the marketing list “Emails to be send to EmailAdress2 from workflow” as the trigger list.
Inside the series, specify your e-mail template to be send and select two more actions: add to list and remove from list. This way we will have Clickdimensions move list members from one list to the other. Inside the Send Email action you can specify to send to Emailadress2.
Step 5: Publish and test!
You should be done by now and have a workaround to send emails to EmailAdress2 from a workflow.