The eMarketeer integration allows you to easily import contacts directly from your Microsoft Dynamics 365 Marketing Lists. You can do this as a standalone import to build your eMarketeer database, or you can import contacts on the fly right before sending an email campaign.
Important Notes on the Integration Scope
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Supported Lists: Currently, the integration only supports importing from Contact Marketing Lists in Dynamics 365. Importing from Lead Marketing Lists is planned for a future update.
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Imported Data Fields: To keep your data clean and relevant, eMarketeer will import the following core fields from Dynamics:
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First Name
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Last Name
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Email Address
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Company Name
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Mobile Phone Number
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Method 1: The Standard Import
Use this method if you want to bring a Dynamics segment into eMarketeer for general database building or to group them into a specific eMarketeer list.
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In eMarketeer, navigate to the Contacts section.
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Click on Import contacts.
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Select Microsoft Dynamics as your import source.
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A search box will appear. Start typing the name of the Dynamics Marketing List you want to import.
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eMarketeer will present a dropdown of matching search results. Select the correct list.
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Optional: Before finalizing, you can choose whether the imported contacts should be added to a specific eMarketeer contact list.
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Click Import to bring the contacts into eMarketeer.
Method 2: Import On the Fly (While Sending an Email)
This is the fastest method. It allows you to import a Dynamics segment and send them an email in one seamless process, minimizing the need to create standalone eMarketeer contact lists just for grouping.
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When you are setting up an email send-out in the eMarketeer UI, choose the option to select your recipients.
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Select the option to import from Microsoft Dynamics.
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Search for and select your Dynamics Marketing List, just as you would in the standard import.
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eMarketeer will import the contacts and queue the email to send to that exact segment immediately.