Ideas - Click Marketing Automation for D365

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Information about the Product Ideas portal can be found in this support article.

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Converting an Email Template to an Email Send

It would be really helpful if there was a button on an email template form "convert" it to an email send. I often find I'm making an email template, only to then have to switch over to the email send option to then carry on and create the email send. A simple "convert" or "create email send" type of button would be very helpful!

  • Guest
  • Jul 28 2020
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Email Marketing
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  • Lea Hassoun commented
    March 09, 2022 14:12

    Hi,

    Indeed, if you want to create an Email directly from the Email Template record, you can do using the "Add to Email Send" button in the toolbar.

    Once you click on it, you will be taken to a new Email record where you can finish filling out the required fields, such as From Name and From Email. (The Email will pre-fill the Owner, Email Template, Subject, and Editor Type fields so you don't have to fill those out manually.)

    Regards,

    ClickDimensions Product Team

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  • Guest commented
    May 12, 2021 13:22

    Doesn't the "Add to Email Send" button accomplish this?

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