Marketing with Microsoft Dynamics CRM
Many marketers believe it is important to send a prompt welcome email to everyone who signs up for your mailing list. This welcome email sets the tone for your new relationship and is a key opportunity to get the customer engaged with your content. Whether your mailing list contains leads, established customers, or a mixture of the two, these people have expressed interest by signing up with you, and now is your chance to meet or exceed those expectations with a quality welcome email. Speaking generally, there are two basic methods that you can use to automatically send a welcome email: Use a CRM Workflow to send an email to a lead, contact, or account. Run a lead or contact through a nurture program by adding them to a marketing list associated with the nurture program. Exactly when and how you use these two methods depends on what you decide works best for your business’ current processes and goals. The rest of this post is a discussion of different welcome email automation scenarios and things to look for when setting them up. Forms and Subscription Pages If you are using a profile management form or a subscription management page as a lead generation tool, you have a very intuitive point at which to start a welcome email automation. Someone has just given you their email address and possibly other personal information, so it is only natural that you will want to follow up with them to solidify that relationship. However,…
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