This document outlines how to take an email that was created in the Sitecore Email Builder and send out as a bulk email using the LRM system.
The LRM system is integrated with ClickDimensions, an email marketing provider. This process is specific to sending "bulk emails" to Marketing Lists using the Email Send functionality within LRM. This is different than sending an individual email using native CRM functionality.
Build and review the email for accuracy in Sitecore Email Builder before you move the HTML to the LRM system.
Create a new Email Send in LRM. Navigate to Marketing > Email Send > Select New
Complete the Email Send required fields and then select 'Save.'
- From Name
- From Email
- Editor Type = Free Style
If you want to schedule the email send for the future:
If you have an existing Email Template:
- Search and select the existing Email Template
If you want to track this Email Send as part of a Campaign and track email website traffic in Goggle Analytics:
- Search and select the appropriate Campaign
- See more about LRM Campaigns
After you save the required fields, then Open Editor.
Within the Editor screen, select "Source" - This will allow you to drop in the HTML directly from the Sitecore Email.
Delete the sample HTML code highlighted below if there is any.
- Use incognito browser (preferred)
Right click, and select "View source code" in the browser
Copy ALL of the source code in browser.
Paste the HTML into the blank Editor window.
Select "Source" to see the email design. Save the email within the LRM Editor.
Refresh the Email Send
Review the design and 'Save" within the Email Send.
To add a Marketing List to the Email Send, click on the plus sign to the right, followed by the search button which appears below.
Search for the Marketing List(s) you want use for the Email Send. Use the Look Up More Records option in the drop-down shown in the screenshot above if the list you are looking for does not initially appear. Add the marketing lists needed, and then select "OK."
Ensure all of the Email Send details are accurate. Save the Email Send to ensure all changes are saved. Then hit Send.