PowerEmail User Guide

Security Roles

Every user who would like to have access to PowerEmail (anyone who is sending out emails from CRM) will need the PowerEmail security role assigned to them. System Administrators will automatically see PowerEmail in their left navigation and be able to use PowerEmail without even having the security role assigned. The PowerEmail Service Account security role is meant to be assigned to a user who does not have the System Administration security role but whose CRM login information is listed in the PowerEmail configuration screen, under the CRM Login section.

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Configuring PowerEmail

Once you have imported and registered the PowerEmail solution for your Microsoft Dynamics CRM system it will need to be configured. To configure PowerEmail navigate to Settings > Solutions and double click on PowerEmail.

The first step you want to take is to import an image to the solution. This image will appear at the bottom of the emails that are sent out of CRM using PowerEmail. This image is used to track opens and could be a logo, another picture or a small one-pixel image as long as it is a .jpg or .png image file. Only one image can be uploaded per CRM system. To upload the image navigate to the Image Uploader tab in the solutions window select ‘Add Image’ and select the image you’d like to upload. Also, take note of the name and file extension of your image. You will need to know this in the next setup step.

If you have multiple images in the image uploader you can click on the 'Set Default Image' button in the ribbon to specify which image you would like to appear on emails.

Note: Remember to change the resolution of your image before you upload it. If you upload a very high resolution images here, you will end up with a very large image below the text of your email. Also, if you do not upload an image the PowerObjects logo will be displayed by default.

Now that you have your PowerEmail Image set up, navigate to the PowerEmail Configuration tab.

setup_Logo

Here you will enter the name of the image you have uploaded along with the suffix indicating the image type (.png, .jpg, etc.). To change this field, double click in the value column.

setup_Logo Alt Text

This will be displayed in lieu of the image, if the email recipient decides not to download images. To change the text in this field, double click in the value column.

setup_Token

You can use this token to place the image somewhere other than at the bottom of your PowerEmail. For example, you can use your company logo as your tracking image and insert that image above your signature in the email by using the |poTrack| token.

Note: The tracking token is case sensitive

setup_Track Emails

This gives you the option to decide whether or not to track opens in your emails. If you would not like to track email opens, simply click in the value field where it says “Yes” and type “No.”

setup_Track Links

This field gives you the option to decide whether or not you’d like to track the links that your recipients are clicking on within the emails you send them. If you do not want to track clicks, simply click in the value field where it says “Yes” and type “No.”

setup_Unsubscribe Link Text

This is the text that will appear at the bottom of each bulk email you send (individual CRM emails will not have this option). When someone clicks on this link at the bottom of your email, the “Marketing Materials” option will be set to “Do Not Allow” on their CRM record.

setup_Unsubscribe Text Alignment

This field shows you where the ‘Unsubscribe Link Text’ will appear in your email. Left aligned, center aligned, or right aligned. To change this field, click in the value column next to the setting, and type either Left, Right, or Center.

Service Provider

This is the Azure cloud that you'd like to utilize for staging the opens and clicks in the event that your CRM is unavailable. Select the location closest to you, you can choose from Central US, Brazil, Western Europe, and East Asia.

Once you are finished making changes to the configuration tab make sure you select save. If you’d like to reset the values here to the default values, choose “Reset”.


Sending a PowerEmail

By default, all emails sent out of your CRM system will be tracked by PowerEmail. If you do not want them to be tracked, simply uncheck the ‘Track this email’ checkbox found on the email form and then compose your email as you normally would. If you would like this checkbox to be unchecked by default, you can customize the form and change the default.

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When the email arrives in the recipient’s inbox, it will look something like this:

Note: If the email is sent in bulk a small “click here to unsubscribe” link will be added to the bottom of the email. Also, PowerEmail will not append tracking tokens or set the email regarding a record in CRM if the email is created in Outlook. The email message itself must be created inside of CRM and sent from CRM in order for the open and click tracking to work.


PowerEmail Tracking

If you would like to see if your email has been opened or if the links within the email have been clicked on, navigate to the CRM record and under the activities section open the email you sent. When you open that email record you will notice that there is an area called “PowerEmail.” This area will show you the tracking information for the email including; the number of times the email was opened, when it was first opened, when it was last opened, and any URL’s that were clicked on within that email.

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Times Opened

This field will show you the total number of times the recipient opened the email. Note: the recipient has to have downloaded the image at the bottom of the email in order for PowerEmail to count an open.

First Opened

This field will show you when the recipient first opened the email.

Last Opened

This field will show you when the recipient last opened the email.

URL Tracking

This view depicts each time a URL within this particular email was clicked on, showing you the exact URL, and the exact Date/Time the URL was clicked on.


PowerEmail URL Clicks

In the PowerPack section of your CRM, you will see a section called PowerEmail URL Clicks. This is where all URLs that are clicked on in any email sent out of CRM are tracked. If you’re interested to see how many people clicked on a specific link in an email, you can either sort by URL name or do an Advanced Find to see those clicks.

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PowerEmail Opens

Also under the PowerPack section, you will see a section called PowerEmail Opens. This area will list all of the different emails that were opened, sorted by when the email was originally created.

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Deactivating PowerEmail Plugins

If you import PowerEmail and you’re not ready to use it yet or you need to stop the PowerEmail functionality, you can deactivate the plugins related to PowerEmail. Please note that if you do deactivate these plugins PowerEmail will not function until your re-activate the plugins.

To deactivate the plugins, please navigate to CRM and go to Settings > Customizations > Customize the System and click on SDK message processing in the left navigation.


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Find the plugins related to PowerEmail. Select all of the PowerEmail plugins (there should be 2) and click ‘Deactivate’ at the top of the screen.

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Then ‘Save’ & ‘Publish All Customizations’

To reactivate the plugins, choose the two plugins again, and click on ‘Activate’ then ‘Save’ & ‘Publish All Customizations.