TB38018
Fri Sep 21 15:02:01 PDT 2007
I did some more digging in the help text for how the system tracks automated
responses to e-mails.
This is the note from the help text (CRM 3.0 in the Administrators Guide)
"Responses can be automatically generated for campaigns where an e-mail is
sent to your customers. For example, if a marketing e-mail activity (via mail
merge) is created by a sales or marketing person, and the Sender box is
linked to an existing account, contact, or lead; the Direction option for the
activity is set to Incoming; and the Regarding box is linked to a campaign
activity, then when the customer responds to the campaign, a campaign
response will be automatically created when the e-mail is received by
Microsoft CRM. This option is only available if e-mail tracking is enabled.
This is a setting your administrator can set up in the System Settings dialog
box."
This requires that you have the system set up to track e-mails, and that you
have the CRM e-mail router properly configured. I am just not sure why the
bounce-back was not logged as a response, because it included the token.
Other incoming e-mails (tokened - for example, e-mail regarding an
opportunity), appear to track back in to the history of the opportunity (have
not evaluated if CRM router would still bypass the bouce-back in this
regard.. will be testing.
"M. McManus" wrote:
> I want to send an email to every person in my contacts and be able to track
> the responses. I see how I can set up a quick campaign and sent an email to
> myself but I thought there would be some options for me, as a recipient, to
> opt out of receiving these emails.
>
> I also thought that there would be a more automated response format.
>
> Furthermore, when I replied from the email I sent myself and came into work
> and clicked track in CRM there still shows no response to the campaign.
>
> What am I doing wrong? There is very little clear information regarding how
> to actually do this from start to finish and it is not very intuitive in my
> opinion.
>
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