Send Acoustic Campaign Email feature is implemented as a custom web resource in Microsoft™ Dynamics CRM. The main feature window is available by clicking Send Acoustic Campaign Email button on the ribbon. The button is available for Contacts, Leads, and Campaign Activities.
The following table explains the graphical user interface elements that are available while you are working with the working with Send Acoustic Campaign Email feature.
Folder – list of all email template folders available for the currently logged in user
E-mail Template – contains all available templates in the selected Folder.
Subject – contains subject for the selected template. By default, text for the subject that is taken from template on Acoustic Campaign side.
Personalization for Subject – contains a drop down list of all fields from Acoustic Campaign and a button t add values to the Subject text box. The drop down box also contains templates with field names. The field name templates can be changed to different values for each contact or lead.
From – name that is specified as a sender (by default name loads from Microsoft Dynamics CRM for logged in user).
From Address – email address that is specified as a sender email (by default email loads from Microsoft Dynamics CRM for logged in user).
Reply-To Address - email address that is specified as a sender email (by default email loads from Microsoft Dynamics CRM for logged in user).
This area is available only if personalization option enabled for the selected template on Acoustic Campaign side. To enable this, the Acoustic Campaign email template must be created with %%SP_CRM_BLOCK%% in the body of the email.
Personalization for email body – You can use this text box area to add personalized text for your email. Review the Adding Custom Text article on how to add personalization to the body of the email.
In email preview window you can see the %%SP_CRM_BLOCK%% text block. This block is replaced with the text from the Personalization text area.
Preview - HTML Preview for the selected template
Refresh - preview personalization in email preview area use refresh button below email preview area.
Now – by selecting this option email is sent immediately on Acoustic Campaign side.
Schedule Send – Choose the time and date when email is sent on Acoustic Campaign side.
Start Time and Start Date should be specified in 12 hours (am/pm) and mm/dd/yyyy formats correspondingly. Date and time should be in the future. Controls with date or time specified in wrong format or specified in the past will have red border color; also send button will be disabled. Keep in mind that date and time validator works relatively time zone specified in user personal settings in Microsoft Dynamics CRM. In addition, user time zone is available under date and time controls.