Review and manage contact suppressions
🟡Recommended
Protect your sending reputation and make sure you’re only sending your marketing to those who want to hear from you.
Synchronise opt-in types for Contacts and Leads
🔵Optional
Be confident in your data management; sync your contacts’ opt-in types and be sure of your sending.
Convert Dotdigital contacts to Microsoft Dynamics Contacts or Leads
🔵Optional
Keep your contact lists up-to-date across both systems by syncing new contacts in Dotdigital back to Microsoft Dynamics.
Review the Engagement Timeline for a Contact or Lead
🔵Optional
Work more efficiently by viewing contact engagement all in one place directly in Microsoft Dynamics.
Set up transactional email using Microsoft Dynamics Workflows
🔵Optional
Send customised, personalised non-marketing emails to your contacts in real-time.
View your transactional email reporting
🔵Optional
Keep track of your transactional sending on an account and contact level.
Synchronise Contact scoring with Microsoft Dynamics
🔵Optional
Monitoring engagement is key, and taking advantage of Contact scoring will make it easier.
Set up two-way sync for Marketing preferences
🔵Optional
Use Marketing preferences to send more targeted and personalised campaigns.
Set up email single send
🔵Optional
Send one-to-one emails on the back of updates in Microsoft Dynamics using workflows, and personalise using data only found in Dynamics.
Enrol contacts or leads into programs
🔵Optional
Engage new customers or nurture existing relationships by taking advantage of automated programs.
Access Pages and Forms in Microsoft Dynamics
🔵Optional
Bring across deeper levels of data for your contacts by pulling form responses into Dynamics.