This section is dedicated to the user profile, which is in charge of:
- Importing targets on MS Dynamics CRM campaign activities
- Sending communications
- Updating campaign responses
After importing Dynamics CRM campaign activities to MagNews, you may send messages and create communications for inclusion in that campaign. Note that to do so, the platform user needs a profile with permissions to accomplish these tasks, such as the editor profile.
The operations a user can perform using the connector are divided into two categories:
Operations involving campaign activities imported from the CRM
- Importing MS Dynamics CRM campaign activities within journeys
- Synchronizing marketing lists of MS Dynamics CRM campaign activities
- Sending communications from the platform
- Updating campaign responses on MS Dynamics CRM according to the behavior of contacts regarding the events they registered (e.g. Openings, clicks, bounces, etc.)
Campaign activities exported to CRM
- Creating communication targets in the platform starting from contacts synchronized from MS Dynamics CRM
- Sending communications from the platform
- Creating campaign activities on MS Dynamics CRM
- Updating campaign responses on MS Dynamics CRM following contact behavior, about tracked events (e.g. openings, clicks, bounces, etc.)