Create e-mail groups

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can create e-mail groups for several kinds of tasks. You can then add and delete members as necessary.

Create an e-mail group and add members

1. Click Sales and marketing > Setup > Mailings > E-mail groups.

2. Press CTRL+N to create a new e-mail group.

3. In the E-mail group and Category fields, enter the name of the e-mail group and select an e-mail category.

4. Click Members to open the E-mail group members form.

5. On the Contacts, Workers, and Sales units tabs, use the > button to add the contacts, workers, and sales units to the E-mail members list.

Delete members from an e-mail group

1. Click Sales and marketing > Setup > Mailings > E-mail groups.

2. Select the e-mail group that you want to remove members from.

3. Click Members to open the E-mail group members form.

4. In the E-mail members list, select the members that you want to remove from the e-mail group, and then click <.

Create an e-mail group for a list of campaign targets

1. Click Sales and marketing > Common > Campaigns > All campaigns.

2. On the Action Pane, on the Campaign tab, in the New group, click Campaign, or double-click the campaign that you want to base the e-mail group on.

3. On the Action Pane, on the Targets tab, in the Create group, click Create e-mail group.

4. In the E-mail group and Category fields, enter the name of the e-mail group and select an e-mail category.

5. In the E-mail group copy type field, select how you want to include recipients in e-mail messages that are sent to members of the e-mail group.

6. Click OK to create the e-mail group.

   All of the targets in the Campaigns form are transferred as members of the new e-mail group, but they are not deleted from the Campaigns form.