![]() ![]() Then change the Microsoft Dynamics CRM Record Types to Unsubscribe and press Next. Navigate to the CRM Import Data Wizard by going to Settings > Data Management > Imports, and click on Import Data. ![]() In your CSV file, copy the column with the email address into a second column. See the last step below for what to do when you’re not sure. Note: This will only work if you have Contacts or Leads in CRM with emails that are on the suppression list. If you’re using CRM 2011 or CRM Online, the Import Data Wizard has some extra capabilities that will let you actually link the imported Unsubscribe records back to a Contact or Lead. Link Imported Unsubscribes to Their Respective Leads and Contacts When the import job is complete, you can view the new Unsubscribe records in CRM by going to Marketing > Email Marketing > Unsubscribes. ![]() Depending on the size of the list and your CRM server’s performance, the import job can take anywhere from 10 seconds to several minutes to complete. The final screen will pop up, just press Finish. You'll then be able to review the mapping summary. After clicking Next on this screen, you can ignore the warning about the unmapped fields. You do not need to map the other fields – all we need is the email address. On the Map Fields screen, map the email address column to the Email field, which is the only required field needed to create an Unsubscribe record via importing. Then change the Microsoft Dynamics CRM Record Types to Unsubscribe and press Next. Then select Default (Automatic Mapping) in the Select Data Map dialogue and press Next. Navigate to the CRM Import Data Wizard by going to Settings > Data Management > Imports , and click on Import Data.īrowse to your CSV file and upload it to CRM and press Next. #Bulk email unsubscribe how to#You may have to do some minor formatting in Excel, such as adding column headers, so CRM knows how to map the data in the list. Using the CRM import tool, you can import the CSV file as unsubscribe records. Import the List as ClickDimensions Unsubscribe Records A suppression list is a list of email addresses that have either unsubscribed from your mailings or are invalid addresses. They should have maintained this for you and they will usually provide it to you in the form of an Excel CSV file. Make sure you get the suppression list from your old vendor. Here is what you’ll want to do to make sure your first email campaign has the best results when you make the switch: Get a Suppression List from Your Previous Vendor ![]() Learn how to use CRM's Import Wizard to create Unsubscribe records for a suppression list of previously unsubscribed email addresses.Syncing this many unsubscribe records for each Email Send is not likely to work, as our connection to CRM will likely time out before all the unsubscribe records are returned from CRM. If you have hundreds of thousands or millions of unsubscribe records, you should consider another approach, such as removing the email addresses/contact records from your marketing lists. This requires a little more work by your CRM partner up front, but will make your email jobs faster later on down the road. If you have tens of thousands of email addresses to suppress, a method that will make future email jobs faster is to instead set the Bulk Email field on the Contact and/or Lead records to Do Not Allow. If you have many thousands of unsubscribe records, this can add time to how long it take to process your email job. NOTE: Each time you send a bulk email with ClickDimensions, we will query for your entire list of Unsubscribe records so we can be sure not to send to them. If you would also like to import your list into CRM and add it to Email Sends as a suppression list, see our article on adding recipients to an Email Send. However, in version 8.2.0, ClickDimensions also added support for suppression lists to Email Sends. NOTE: Creating Unsubscribe records for your preexisting suppression lists members is an effective practice for ensuring that these recipients do not erroneously receive your emails. So importing your old vendor’s suppression list as Unsubscribes will let you pick up where you left off with your old vendor. With ClickDimensions you can easily use the built‐in functionality in CRM to clean up your marketing lists and have a great first email campaign.ĬlickDimensions will not send to an email address where there is a matching Unsubscribe record, whether it is linked to the Contact or Lead or not. ClickDimensions makes it easy to make the switch and maintain great deliverability. Many of our new customers made the switch to ClickDimensions from another Marketing Automation vendor, and they are always excited to start using all of the powerful features of ClickDimensions right away. ![]()
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