Back Home > Tamarac CRM > Communicating With Clients > Communicating With Clients - Frequently Asked Questions
|
Back |
Home > Tamarac CRM > Communicating With Clients > Communicating With Clients - Frequently Asked Questions
|
Communicating With Clients - Frequently Asked Questions
| Marketing List (best practice) | Advanced Find |
|---|---|
| Viewable by entire firm | Must be shared |
| Dynamically Updates or can be static | Control of data points (Columns) |
| Centralized location in CRM | One-time pull of records (no need to save) |
| Designed for use with Quick Campaigns | Adds to an already long list of views |
| Designed for use with CRM Mail Merge | Export to external Marketing software |
Mail Merges and Quick Campaigns can target Accounts, Leads, or Contacts. Direct Emails can be sent to Contacts and Leads, but not Accounts because Accounts do not have Email addresses (they simply display the Email Address on the Primary and Secondary Contacts).
This is because the Mail Merge was started from CRM online, which does not offer the option to create activities automatically. Our best practice is to use a Quick Campaign, which will create the activities in CRM.
This is because the Mail Merge was started from CRM online, which does not offer the option to add attachments. Our best practice is to use a Quick Campaign or a Direct Email with an Email Template, both of which can include an attachment.
Confirm that the browser and Outlook settings are correct on your machine.
If the Mail Merge Template is a Personal Template, meaning you did not make it available to the organization, you should find it in the Start with a Personal Mail Merge Template. Otherwise, if the Template is available to the organization, Start with a Organization Mail Merge Template.
If it is not in either Mail Merge Template location or does not show in the list of available Email Templates in a Quick Campaign or Direct Email, it may be because the Template was created for a record type that does not match the record type from which you’re starting. For example, if you’re running the Quick Campaign or Direct Email on Contacts, but the Template was created for a Lead, it will not be found when using these look ups. Templates are record specific.
This can happen for a few different reasons. Here are some things to check:
Contact Preferences are set to Do Not Allow
The record is missing an Email Address
When starting from an Account, you selected Email rather than Primary Contact Email Address 1 or Secondary Contact Email Address 1
The records are inactive
Only information in the body of an email will be sent, excluding data in the Header and Footer.
We recommend creating a Contact in CRM with your personal email address to practice with. Please do not include your work email address on your CRM Contact record.