Merge Fields

Dynamically display email content.

Any CRM field on a contact or lead is available as a merge field for your emails. From the menu bar, all fields are available in a pick list - simply select the field you want. This opens a whole world of possibilities to customize your messages with dynamic content. And, to alter email content based on CRM field data. For example, a contact’s parent account may belong to a particular product segment – with this feature, you could display that in the email, and even change the image shown: segment A sees picture A, segment B sees picture B. More …

Custom Unsubscribe

Your choice of style, language, etc.

Now you have the option to change the default Unsubscribe text in your email messages. Use a different language, a special style, it’s up to you.

Text Version

Automatically generate your text version.

With one click, you can now generate the text version of your email. A text version is important for recipients that might not receive your HTML version. The lack of a text version can negatively impact your spam score, so it’s a good idea to always include one. And yes, our text version supports custom merge fields, and links so you can get your point across and still track results. 

HTML Validation

Helping you send perfect emails.

The new HTML code analysis feature allows you to see exactly how each individual email client interpreted your code. This allows you to make the appropriate adjustments to your layout and easily re-check your code for further testing. 

Cancel Mailing

Need to stop your scheduled email? No problem.

Ever scheduled a mailing and then found a typo, or incorrect link? No worries, you can simply cancel your mailing, correct the error and reschedule.

Register now for CoreMotives advanced training. We have several types of classes, including creating great HTML emails where we share the tips and tricks to help you create beautiful designs that compel your readers to action.  | Sign up Now |

35 new layouts.

Introducing the new template library! Professional designs, at your fingertips.

CoreMotives just made creating stunning emails a whole lot easier. Below are a few samples of what you will find right inside Dynamics CRM!

Professional Layouts.

Quality Designs.

Template library.

Fast access to your saved designs and the new template library.

Template folder.

Open the sample’s folder a host of ideas and examples.

Modular format.

Design with content blocks to quickly build or change your email layout.

Let’s say you want to add a three-column image grid within the body of your email – you can build with modular sections to achieve your design. Among all the templates, you have hundreds of combinations to build almost any kind of layout!

Training: Learn how to get the most out of the new templates!

Register now for CoreMotives advanced training. We have several types of classes, including creating great HTML emails where we share the tips and tricks to help you create beautiful designs that compel your readers to action. | Client sign up |

CoreMotives has opened a whole new world of possibilites with extended web form capture functionality. We think you’re going to love what we’ve done for Dynamics CRM - see below.

Marketing Lists

Form submits add people to your Marketing Lists.

It’s easy to know who submitted forms, and simple to execute follow-up activities because marketing lists are automatically updated.

Campaign Responses

Campaigns are now linked to form submits.

Campaign Responses provide a vital link between Contacts, Leads and Campaigns. Plus, they open the door for downstream workflows and powerful reports.

Notification Emails

Your team is notified with each submit.

An email message with the content of the form submit and a handy link to the CRM record is now triggered upon form submit.

Web Hooks

Execute custom code.

For the developers, you can now programatically execute custom C#, PHP, etc. code upon processing.

Converting Annonymous Visitors

Web Forms and Web Intelligence are Better Together.

If you are using Web Intelligence to track visitor behavior, we remind you that web forms play a crucial role in converting and matching Contacts and Leads to known CRM records. Leverage web forms as part of your training, webinar, newsletter, etc. process to detect, track and target prospects. One of the best features of CoreMotives web forms is that you can see all previous and future web history after a form is submitted.