Share via

Create e-mail groups

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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.