FAQs

1) What to do when all the syncs (Marketing Lists/Campaigns) are stuck in 'In Progress' status and there are no error logs created?

There are Power Automate Flows that take care of the whole syncing process. In case of above situation, please check if all the flows are turned on for the environment by following the steps given below:

• Sign in to flow.microsoft.com

• Click on Solutions --> Open Marketing4Dynamics Mailchimp Integration solution.

• Click on Cloud flows --> Verify if the status of all the flows is 'On' --> If any of them is turned 'Off', kindly turn them 'On'.

• After turning on the flows sync the respective Marketing Lists/Campaigns.

2) What to do if there is a lack of space for Database storage in the environment due to excess Inogic-related logs?

To mitigate this issue, you can do two things:

1. Stop plug-in trace logs that were previously turned on.

2. Start a bulk deletion job that will delete Marketing4Dynamics Log records that are older than 2 months.

1) To stop the plug-in trace log follow the steps given below:

• Click on the gear icon -->Select Advanced Settings.

• Go to Administration -->Select System Settings.

• Click on Customization --> Set 'Enable logging to plug-in trace log' to Off -->Click on OK.

This will turn off the plug-in trace log.

2) To delete previously created logs follow the steps given below:

• Go to Advanced Settings --> Select Data Management -->Select Bulk Record Deletion --> Click on New.

• Click on Next.

• Define which records you want to get deleted by using the below query. (Note:- You can choose to delete records older than 1 month as well).

• Give a relevant name to the bulk deletion job. Select at what time you want to start this job. (Note:- You can choose to run this job every 60 days if you want to by turning the option on).

• Click on Next -->Submit the bulk deletion job.

3) What does the below error mean and how to resolve it?

The above error occurs when you have inserted the wrong URL while connecting Mailchimp to CRM. The URL should look something like "https://us6.api.mailchimp.com/3.0/" and not "https://us6.admin.mailchimp.com"

4) Can I use a dynamic marketing list to sync between CRM and Mailchimp?

According to the value in the 'Targeted At' field of the Marketing List, Marketing4Dynamics will create new members (contacts/leads) when syncing members from Mailchimp to CRM.

Furthermore, we also associate those members with the selected marketing list. Since a dynamic marketing list runs on a query dynamically, there is no way to associate contacts/leads with a dynamic marketing list. Because of this, we can't sync the members of a dynamic marketing list while syncing Mailchimp to CRM.

However, after the initial sync, in which the entire audience or a specific segment is transferred to the CRM, syncing from the CRM to Mailchimp using a dynamic marketing list is very much possible.

5) What to do if the "No import packages were found. Exiting the program" error message pops up when trying to install Marketing4Dynamics?

To resolve this issue, follow the steps given below to install Marketing4Dynamics:

• Extract the zip file you’ve downloaded and right-click on Inogic.Marketing4Dynamics.PackageDeployer.dll file inside the Marketing4Dynamics_PackageDeployer folder.

• Click on "Properties."

• Click on the checkmark beside "Unblock." Click on "Apply" and then "OK."

• Click on PackageDeployer.exe again and follow the next steps from the ReadMe.md file.

6) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Log in to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal [email protected]

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

7) What are the steps to export Log in an Excel sheet?

Step 1: Click on ‘Advance settings’ and open 'Advance find' in CRM.

Step 2: In the 'Look for' dropdown, select Marketing4Dynamics Logs entity.

Step 3: Now click on the ‘Edit Columns’ button and then click ‘Add Columns’.

Step 4: After clicking on 'Add Columns', you have to select all options present inside the Common Task section and then click on the OK button.

Step 5: Once again click on the OK button on Edit Column window.

Step 6: Click on the Result.

Step 7: Now click on the 'Export Marketing4Dynamics Logs' button dropdown and then click on the Static Worksheet option.

Step 8: In a short time, an excel file will be downloaded for offline consumption.

8) How do you copy and paste the API key when encountering the following error while connecting CRM to Mailchimp?

Based on the screenshot, it seems that you've entered an incorrect URL while connecting your CRM to Mailchimp.

The standard format for the URL should be: “https://us6.api.mailchimp.com/3.0/”. You can simply copy this URL and replace the ‘us6’ part with your specific data center, such as ‘us2’, ‘us11’, etc.

You can refer to this link for further details and guidance.

Note: Before clicking the "Connect to Mailchimp" button, make sure you have replaced "admin" with "api" in the API URL you are using for configuration, as mentioned above.

9) How to verify if our product includes a feature that provides visual analytics or statistics displaying a list of recipients who have opened an email once and more than once.

Yes, our product does include a feature that allows you to view visual analytics/statistics showing a list of everyone who has opened an email once or more than once.

You can access these statistics through the following entities:

1. Campaigns

To view the statistics for a specific campaign sent via Mailchimp: (Before proceeding with further steps, make sure you have already synced the Campaign from Mailchimp to CRM. To know more about Campaign syncing you can follow this link).

Step 1: Navigate to the "Campaigns" entity in your CRM.

Step 2: Select the relevant campaign.

Step 3: Click on "Statistics" to see the list of records that interacted with your campaign, including those who opened the email.

Please refer to the below screenshot:

1. Marketing Activities

To view statistics for email opens through Marketing Activities:

Step 1: Navigate to the "Marketing Activities" entity in CRM.

Step 2: Filter the campaign for which you want to view the statistics.

Step 3: Click on Campaign & click on “Filter by” and use the condition as “Equals” and Select the particular campaign of which you want to see the statistics/activities.

Please find the below screenshot for your reference.

Additionally, in the "Dashboards", you can view comprehensive data on overall marketing activities conducted through Mailchimp. The graphical representations, such as charts and graphs, make it easy to analyze the performance of various campaigns over time.

10) After importing Marketing4Dynamics solution from website all the Processes of Marketing4Dynamics is in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the steps below to activate all processes for Marketing4Dynamics.

Navigate to PowerApps.

Open Solutions and locate the Marketing4Dynamics solution.

In the Marketing4Dynamics solution, go to the Processes section and ensure that all processes are in an Active state.

For further queries, reach out to us at [email protected]