Using the E-Mail Marketing Service in Business Contact Manager

 Important   Service Closure Notice Microsoft will discontinue the E-mail Marketing Service effective May 1, 2009, but you can continue to use the service until May 1, 2009.

After the service is discontinued:

  • You will no longer be able to sign-up for an E-mail Marketing Service account in Business Contact Manager, either through the beta trial offer or free credit offer received as part of the Business Contact Manager registration process.
  • Any e-mail Marketing Campaigns that were launched using this service will remain in Outlook 2007 with Business Contact Manager. However, you will not be able to track your campaign by clicking the Refresh Data button on the Marketing Campaign record.
  • Any attempt to use the E-mail Marketing Service will result in an error message being displayed.




    What is the E-Mail Marketing Service?

    Send a Marketing Campaign by using the E-Mail Marketing Service

    Track the results of a Marketing Campaign by using the E-Mail Marketing Service

    Sign in to the E-Mail Marketing Service

    Personalize messages in Word* for your e-mail Marketing Campaign by using the E-Mail Marketing Service


    What is the E-Mail Marketing Service?

    Permission-based e-mail Marketing Campaigns (Marketing Campaign: A marketing program that uses many communication vehicles, for example, ads and direct mail, to accomplish a specific result, such as increasing marketing share, introducing new products, or retaining customers.) are a cost-effective way to reach new and existing customers (customer: A person or company to whom your company sells products or services.). Microsoft Office Outlook 2007 with Business Contact Manager E-Mail Marketing Service (E-Mail Marketing Service: An online service for your Marketing Campaign that allows you to acquire and manage e-mail lists, and to track the results.) is a fully-integrated online service that allows you to target your e-mail Marketing Campaigns more precisely, and track their effectiveness more accurately.

    Your free online subscription to the E-Mail Marketing Service means you can:

    • Send targeted e-mail messages each month, and track the responses.
    • Pay to send more e-mail messages as you need them.

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    Send a Marketing Campaign by using the E-Mail Marketing Service

    By using the Marketing Campaign  forms (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.) in Business Contact Manager for Outlook, you can track the creation of and the customer (customer: A person or company to whom your company sells products or services.) response to your Marketing Campaigns. You can see how many new sales were generated by a flyer, for example, or the depth of interest created by an e-mail Marketing Campaign. Finally, you can easily check the financial results of your investment.

    In order to send an e-mail Marketing Campaign by using the E-Mail Marketing Service, when you complete a Marketing Campaign form, in the How will they get it? section of the form, in the Delivery method list, select E-Mail Marketing Service. When you click the Launch button to launch the Marketing Campaign, the E-Mail Marketing Service wizard opens automatically.

     Note   For more information about Marketing Campaigns in general, see Promote your business with Marketing Campaigns in Business Contact Manager.

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    Track the results of a Marketing Campaign by using the E-Mail Marketing Service

    When you send an e-mail Marketing Campaign by using the E-Mail Marketing Service, you can track the following:

    • The number of e-mail messages that were not sent.
    • The number of messages that were bounced (not delivered).
    • The number of recipients who unsubscribed.
    • The number of recipients who clicked and followed any links in your message.
    • The number of replies.

    To set up e-mail tracking, do the following:

    1. In the E-Mail Marketing Service wizard, on the Set Up E-mail Tracking page, click Set Up E-mail Tracking
    2. Under Do you want to use e-mail tracking?, select Yes.

    If you want to track messages sent to individual Business Contacts (Business Contact: A person with whom you do business at a company or organization.), do the following:

    1. Open the Business Contact form (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.).
    2. In the Source information section of the form, in the Source list, select E-mail Campaign, and in the Initiated By box, add the name of the Marketing Campaign you are sending to that Business Contact.

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    Sign in to the E-Mail Marketing Service

    In order to use the E-Mail Marketing Service, you need to sign in by using a Windows Live ID (Windows Live ID: A Web-based service that is designed to make signing in to Web sites fast and easy. This service enables participating sites to authenticate a user with a single set of sign-in credentials.). If you don't have a Windows Live ID, you can sign up for one at the Windows Live ID Web site.

     Tip   Consider creating a separate Windows Live ID for your business.

    1. In the E-Mail Marketing Service wizard, click Sign In.
    2. Type your Windows Live ID and password (password: A secret string of characters that lets users log on to a computer and access files, programs, and other resources.), and then click the Sign In button.

    To access the E-Mail Marketing Service wizard, complete a Marketing Campaign form for an e-mail campaign that uses the E-Mail Marketing Service to send and track the messages. See Send a Marketing Campaign by using the E-Mail Marketing Service for more information.

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    Personalize messages in Word* for your e-mail Marketing Campaign by using the E-Mail Marketing Service

    When you are using the E-Mail Marketing Service to send and track your e-mail Marketing Campaign, do the following:

    1. Create your e-mail messages in Word*.
    2. Create an e-mail Marketing Campaign.
    3. Set up the E-Mail Marketing Service to track your results.

    When you want to create a personalized e-mail message for each recipient, use the mail merge* feature in Word* to include such details as the recipient's first name, or the city or town she lives in.

    ShowCreate personalized e-mail messages to be sent through the E-Mail Marketing Service by using mail merge* in Office Word 2007

    1. In Word 2007, on the Ribbon (ribbon: An element that replaces most menus, toolbars, and task panes. The ribbon features task-based tabs that contain tools and options organized into logical groups.), on the Mailings tab, in the Start Mail Merge group, click Start Mail Merge, and then select E-Mail Messages.
    2. Click Select Recipients, and then click Select from Outlook Contacts.
    3. In the Select Contacts dialog box, select Business Contacts.
    4. In the Mail Merge Recipients dialog box, select the Business Contacts (Business Contact: A person with whom you do business at a company or organization.) whom you want to send your e-mail message to, and then click OK.
    5. Write your e-mail message, and then, in the Write & Insert Fields group, click the fields you want to insert.

    ShowWhich fields can I use in mail merge* documents?

    The following list displays the fields from the Business Contact form that you can use when creating a mail merge* document in Word.

     Note   You cannot use any user-defined fields (user-defined field: A field that you can create and define to track information specific to your business.) when creating a mail merge* document.

    • Last
    • First
    • Title
    • Company
    • Department
    • Phone
    • Mobile Phone
    • Pager Phone
    • Home Phone
    • Assistant Phone Number
    • Business Fax
    • Home Fax
    • Other Fax
    • Telex Number
    • Display Name
    • Email Address
    • Assistant
    • Primary
    • File As
    • Web Page
    • Business Address Street
    • Business Address City
    • Business Address State
    • Business Address Postal Code
    • Business Address Country/Region
    • Job Title
    1. Save your e-mail message. You will type the name of this document in the Marketing Campaign form.

    After you have saved your e-mail message, create and send your Marketing Campaign.

    For more information, see Create a Marketing Campaign in Business Contact Manager from another program in the Microsoft Office suite.

    *The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with Word 2007 or Word 2003. For information about how to use mail merge in Word 2003, see Help in Word 2003.

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    Applies to:
    Outlook 2007, Publisher 2007, Word 2007