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See How Your Email Marketing Efforts Are Trending

One of the great things about ClickDimensions’ being built directly on the Dynamics CRM platform is that you get to use all of the built-in reporting and analysis tools that the CRM platform provides in order to understand your marketing data. Here are a few quick examples of useful charts in CRM 2011 or CRM Online that can give you a glimpse of how your marketing is performing. You can easily create your own, but we’ve included links to download the charts and instructions for importing them into your own CRM at the bottom of this article.

Email Performance (Email Sends)

email-performance

Use this chart when viewing “Sent” email sends to see how your sending patterns have changed over time. The green area shows total deliveries per month, the purple area shows the trend in bounced emails, and the lines show unique opens and clicks.

The chart is available here and should be imported on the Email Send entity. Use this chart on the “Sent” view, since you’ll want to have actual historical data to view in the chart.

Unsubscribes Trend

unsubscribe-trend

If you are sending a consistent volume of email, your unsubscribe trend can give you an idea of how relevant your content has been. This chart is a simple line chart that shows your Unsubscribes by month. This chart is available here and should be imported into the Unsubscribe entity.

Subscription Preferences Trend

subscription-preferences

Similar to your unsubscribes trend. If you’re using ClickDimensions Subscription Management to allow your recipients to opt into or out of specific lists, this chart will show you the overall trend of how many preferences you’re receiving over time, and show the relative performance of opt-ins vs. opt-outs. This chart is available here, and should be imported for the Subscription Preference entity.

Importing Charts

In CRM 2011 or CRM Online, you can import charts and use them in the views for the related entities. Download the charts above and save the XML file to your desktop. Then navigate to the appropriate entity.

Click the “Charts” tab on the ribbon:

emailsend-ribbon

Click the “Import Chart” button:

import-chart

In the “Import Chart” dialog, browse to the location where you saved the chart XML file. Select it and click OK.

import-chart-dialog

NOTE: Remember that the charts are tied to the view you are looking at. If there is no relevant data in the view, then the chart will not display anything either.

TIP: These are just a few examples of useful analysis that CRM can provide for your marketing team. You can combine these charts in a dashboard pretty easily as well, or share them with other team members. Happy marketing!

About the Author:

Matt Wittemann is a 13-time Microsoft Dynamics CRM MVP and ClickDimensions' Senior Director, Pre-Sales Consulting.

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