External email solutions

JustRelate CRM can be integrated with Neoletter, the powerful external email marketing solution from the JustRelate Group. Additionally, third-party email solutions such as CleverReach or Inxmail Professional can be connected to the JustRelate CRM system.

Individual mailings based on intelligent newsletter templates

  • Attractive mailings thanks to the WYSIWYG editor,
  • full control of the look and feel of your mailings,
  • create templates automatically in the CRM, and
  • use EMA-linked CRM templates for external mailings.

High delivery reliability

  • High deliverability due to good server reputation,
  • high dispatch capacity,
  • automated double opt-in mechanisms,
  • German provider with data protection of recipient data.

Deep integration into JustRelate CRM

  • Universal REST API,
  • export of various contact data for personalized emails as recipient lists,
  • field mapping, partly also with project data,
  • collection of comprehensive response data, bounces and reports.

The interface between JustRelate CRM and Neoletter, CleverReach, Inxmail Professional, or the CRM mailer is an optional module that requires a license.

With JustRelate CRM, only the administrative data of a serial email with the recipients is prepared and managed in the form of a mailing list. At the push of a button, selected contact data can be transferred to the external email marketing solution. Not only the form of address and the name are transferred, but also, for example, the position in the company, the company or the responsible account manager of the recipient. This data can be used for personalizing emails. It is even possible to map project data (e.g. name of the source project of a serial email or the event date etc.). Using a connected external email solution allows you to conveniently create and personalize mailings in a WYSIWYG fashion. You can completely process the CRM serial email in the external email sys­tem up to and including dispatch. After sending, the responses can be imported from the external email system into the CRM and stored as data at the CRM serial email and further objects.

For detailed information on how to use Neoletter, see Neoletter overview.

Feature description

Detailed information about using CleverReach or Inxmail with JustRelate CRM can be found in the respective feature description available for download (currently only in German available).

JustRelate CRM mailer

Should you be using this email marketing solution, you can find detailed information in the documentation (in German language), JustRelate CRM mailer [D-21-232366], or contact your JustRelate project engineer.

Tip: Searching for serial emails and external contacts with responses

After sending serial emails from external email systems, the text of the mailing and comprehensive recipient-related response data (openings, clicked links, etc.) can be made available by importing them into the CRM (Response tab on serial emails or Email response on contacts).

To search for serial emails and external contacts with responses, you can use filters. There are corresponding search associations (red nodes) for the filters, which are available if you use a system field of the relationship record for the search condition, e.g. "Owner >= 0".

  • This makes it possible to filter for sent serial emails that either have an entry in the Response tab for one of the Contexts or that refer to real values in the "Summary" context, or that also do not have an entry in Response.
  • It is also possible to filter for all external persons who have an entry in the General / Marketing / E-Mail Response tab for one of the four contexts, or who also do not have an email response.

Legally compliant email series and adjustment of recipient or mailing lists

§ GDPR: When subscribing or unsubscribing persons to or from mailing lists, or when sending email series, you must comply with the GDPR and data protection regulations. Use the opt-In or double-opt-in and opt-out procedure of the external email system for this purpose. New contacts must consent to their personal data being stored and processed, which is usually given by their voluntary registration.

Note: Someone who is genuinely interested in a newsletter and has added herself or himself to a mailing list must assume that her or his personal data will be stored for this purpose, in order for the newsletter to be delivered. It is important is this context that you must include the lawful basis (purpose of use) in the Data protection tab of the person in the CRM. See also GDPR-compliant registration of persons.

The automatic transfer of subscriptions and cancelled subscriptions to the person's data protection tab (e.g. purposes of use, mail block) requires implementation within customizing.