Discussion:
Graphics and attached file in e-mail activity / quick campaigns e-mails
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Jacob Mondrup
2010-05-07 09:56:15 UTC
Permalink
Hi.

We have migrated from Siebel to MS CRM 4.0. We are happy with the decision,
but very disappointed by the default options on e-mails, especially e-mails
in quick campaigns:

- Graphics cannot be inserted, e.g. a company logo
- A file, e.g. a PDF, cannot be attached

Can anyone help with a workaround, or any tips on a third party add-on /
tool that can expand the functionality in CRM?
We have tried deferent workarounds:

- Export the targets e-mail addresses to Excel. Design the e-mail in Word,
and send the e-mails from Word via the Excel list merge. That solves the
graphics issue, but not the attached file.
- Create a workflow with the e-mail that the user can run on demand. Solves
the attached file issue, but not the graphics.

None of the workaround is very user friendly.

Any ideas?

Regards
Jacob Mondrup
Denmark
ChrisC
2010-05-12 10:57:40 UTC
Permalink
Hi Jacob,

Please have a look at VEM (www.vizola.com/vem) - it is an inexpensive
multi-lingual eMarketing addin with free eval download to try.
Using its merge-send engine, VEM allows use of templates in email
(quick) campaigns.
In addition to supporting attachments, we have recently integrated
CKEditor/CKFinder into the VEM Template Editor.
This provides enhanced editing (including clickthru tracking markup
etc) for standard CRM templates.

Regards,
-Chris
CS ADNT
2010-05-13 06:37:33 UTC
Permalink
Addon Nice is also providing these kind of features...plus many more under 1
server Crm-online ready.
Post by Jacob Mondrup
Hi.
We have migrated from Siebel to MS CRM 4.0. We are happy with the
decision, but very disappointed by the default options on e-mails,
- Graphics cannot be inserted, e.g. a company logo
- A file, e.g. a PDF, cannot be attached
Can anyone help with a workaround, or any tips on a third party add-on /
tool that can expand the functionality in CRM?
- Export the targets e-mail addresses to Excel. Design the e-mail in Word,
and send the e-mails from Word via the Excel list merge. That solves the
graphics issue, but not the attached file.
- Create a workflow with the e-mail that the user can run on demand.
Solves the attached file issue, but not the graphics.
None of the workaround is very user friendly.
Any ideas?
Regards
Jacob Mondrup
Denmark
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