Tip #762: Good news for Campaign Monitor fans

Vaporware

We rarely if ever post vendors news but considering the official demise of Dynamics Marketing, this one is hard to ignore. We’ve long been a big fan of Campaign Monitor, the (proudly Australian) vendor very much focused on helping to create beautiful and actionable emails “your customers can’t ignore”. And they just announced integration with […]

Tip #477: Exporting marketing list members to dynamic spreadsheets

Screenshot 2015-09-09 17.08.48

One thing you may notice when on a marketing list record, the Export to Excel button doesn’t give you as many options as you are used to when you click it from the marketing list members view. No Excel Online option or Dynamic Worksheet. Does this mean that it can’t be done? Not necessarily, just not in […]

Tip #396: Please subscribe me to all you’ve got

Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]

Tip #285: Going personal with Microsoft Dynamics Marketing

Mark “Bald as a Kiwi” Smith asked the other day: I am working with a global bank that is considering implementing MDM (Microsoft Dynamics Marketing – t.j.). I need to provided them documented information on how PII (Personally identifiable information – t.j.) data is handled with MDM. They currently run CRM2013 on premises. Roger “Wicked […]