Feeding response data to Microsoft Dynamics CRM

This topic describes how to send recipient response data back to Microsoft Dynamics CRM, when integrating this with Optimizely Campaign. By default, the response data is accessed hourly.

The response data includes:

• Mailing opened
• Link clicks in the mailing
• Direct replies to the mailing
• Unsubscribes (opt-outs)
• Bounced recipient email addresses

Unsubscribe (opt out)

When an unsubscribe is registered in Optimizely Campaign, this information is transferred to Microsoft Dynamics. As a result, the lead or contact's advertising consent gets an opt-out entry in the opt-in history. If the most recent entry for an advertising consent according to the time stamp is an opt-out entry, the contact or lead no longer receives a newsletter. Furthermore, with a current opt-out entry, there will be no transmission of recipient data when the marketing list checks for the existence of advertising consent during synchronization.

If the contact or lead has given his advertising consent for more than this newsletter, all other subscriptions remain active.

Outbounce

If Optimizely Campaign detects that an email is no longer reachable, the outbounce status is changed from No to Yes. This status applies to all advertising consents on the channel and across all clients The working environment of Optimizely Campaign. A client is a stand-alone and closed system that serves to organize your mailings. Campaign users can use one or more clients for your scenario. – regardless of whether the outbounce was registered in every client.

Opens, clicks, and direct replies

When a campaign is run, opens and clicks are imported as replies/campaign responses, and assigned to the campaign in CRM (saved in the campaign). The import differentiates between these response categories:

• Open
• Click
• Reply
• Autoresponder Computer program that automatically answers email sent to it. Sample reply: "I am out of the office until April 30".
• Unsubscription

Use these categories for further segment A term for dividing recipients into relevant groups to send them appropriate content. Optimizely Campaign uses Target Groups and Click Profiles for segmentation. in CRM.