Work with marketing campaigns

Get started with CRM marketing

Create a marketing list in the CRM marketing work area

Create or edit a campaign in the CRM marketing work area

Create a quick campaign in the CRM marketing work area

Add an activity to a campaign in the CRM marketing work area

Add a marketing list, sales literature, or product to a campaign in the CRM marketing work area

Track a campaign response in the CRM marketing work area

View and manage marketing communications with the Microsoft Dynamics Marketing Seller Portal

Get started with CRM marketing

Promote your business and improve sales with targeted marketing campaigns in Microsoft Dynamics CRM. Create activities for each campaign and assign them to different team members. Track customer response and costs for each campaign. Follow this step-by-step guide to get started with your marketing campaigns.

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The Marketing work area within CRM provides basic marketing features and gets you started with running marketing campaigns. Microsoft Dynamics Marketing takes you to the next level by providing deep customer insights and behavioural data to help plan and analyse your campaigns, greater functionality for automation and collaborating with team members, and social media integration. More information: Microsoft Dynamics Marketing Help Center

Import contacts, accounts, and leads

Get your customer records into Microsoft Dynamics CRM, and add these to marketing lists so you can target your campaigns. More information: Import accounts, leads, or other data

Create marketing lists

Group accounts, contacts, or leads into a targeted marketing list. You can create a marketing list easily with the search functionality in Microsoft Dynamics CRM, so you find all of your customers in a particular area, for example, and add them to the member list. More information: Create a marketing list in the CRM marketing work area

Understand the difference between a campaign and a quick campaign

In Microsoft Dynamics CRM, use standard campaigns to manage the end-to-end process of a complete marketing campaign, like managing campaign and planning activities, distributing the activities to other team members, and tracking how the campaign did. Campaigns include extensive tracking features, including detailed information, reports, and multiple marketing lists.

In contrast to standard campaigns, use quick campaigns to automatically distribute a single activity to selected accounts, contacts, or leads, or to a single marketing list. The effects of a quick campaign are immediate.

campaign

Create a campaign or a quick campaign

Depending on your requirement, track your marketing activities through a campaign or a quick campaign. More information: Create or edit a campaign in the CRM marketing work area, Create a quick campaign in the CRM marketing work area

Track a campaign response

Record the replies you get from the potential customers in response to a specific marketing campaign to make sure your team can act on the responses. Measure the success of specific campaign activities based on their response rates. More information:  Track a campaign response in the CRM marketing work area

See how your campaigns are doing with default marketing reports

Use one of the following reports to assist you in monitoring and analyzing marketing activities:

  • Campaign Activity Status: Use this report to track a campaign. The report displays a summary for one campaign.
  • Campaign Comparison: Use this report to identify your most and least successful campaigns.
  • Campaign Performance: Use this report to track the progress and status of your campaigns.

Let your customers unsubscribe from marketing communications

You can enable customers to unsubscribe from email marketing communications your organisation sends them.

More information: System Settings dialog box – Marketing tab

Note that you cannot add unsubscribe functionality to direct email or email templates.

Create a marketing list in the CRM marketing work area

Your marketing list is the core of running a successful marketing campaign. It can include any one type of customer record, such as leads, accounts, or contacts.

You can create two types of marketing lists:

  • Static: Use a static list if you prefer to add and update members manually.
  • Dynamic: Use a dynamic marketing list if you want the list to return a list of members dynamically when needed, based on search criteria you set. For example, if you want to run a campaign to members of a specific city, use a dynamic list. A dynamic marketing list retrieves the updated list of members each time you open the list, create a quick campaign from this marketing list, or distribute a campaign activity for a campaign associated with this marketing list.

Create a marketing list

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  1. Go to Marketing > Marketing Lists. (How do I get there?)
  2. Choose New.
  3. Add or change the information in the Summary area. This screenshot provides an example.

summary

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To look up records in the Owner field, first choose Save, or you’ll lose your changes.

  1. Choose Save so you can enter information in other areas of the form.
  2. Add any other information that applies to your marketing list in the Notes area.
  3. Choose Save.

Add members to a marketing list

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  1. In any marketing list record, in the Members area, choose the Add  plus_sign button.
  2. In the Manage Members dialog box, choose one of the following options, and then choose Continue.
green_diamond_arrow Add using Lookup

a.  In the Look Up Records dialog box, select your search criteria

b.  Select the records that you want to add, choose Select, and then choose Add.

green_diamond_arrow Add using Advanced Find

a.  In the Add Members dialog box, choose Select, and then select the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.

b.  Choose Equals, and then select a query relational operator (for example Contains or Begins With).

c.  Choose Enter Text, and then type the value that you want to locate.

d.  To specify the columns to include in the search results, choose Edit Columns, and then Add Columns. Then select the columns that you want to add, and choose OK.

e.  Choose Find.

f.  Select the members that you want to add, select one of the following, and then choose Add to Marketing List.

Add only the selected members to the marketing list

Add all the members returned by the search to the marketing list

green_diamond_arrow Remove using Advanced Find

a.  In the Add Members dialog box, choose Select, and then select the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.

b.  Choose Equals, and then select a query relational operator (for example Contains or Begins With).

c.  Choose Enter Text, and then type the value you want to locate.

d.  To specify the columns to include in the search results, choose Edit Columns, and then choose Add Columns. Then select the columns that you want to add, and choose OK.

e.  Choose Find.

f.  Select the members that you want to remove, select one of the following, and then choose Remove from Marketing List.

Remove only the selected members from the marketing list

Remove all the members returned by the search from the marketing list

green_diamond_arrow Evaluate using Advanced Find

a.  In the Add Members dialog box, choose Select, and then select the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.

b.  Choose Equals, and then select a query relational operator (for example Contains or Begins With).

c.  Choose Enter Text, and then type the value you want to locate.

d.  To specify the columns to include in the search results, choose Edit Columns, and then choose Add Columns. Then select the columns that you want to add, and choose OK.

e.  Choose Find.

f.  Select the members that you want to keep, select one of the following, and then choose Update Marketing List.

Keep only the selected members in the marketing list

Keep all the members returned by the search in the marketing list

Define the member selection criteria for a dynamic marketing list

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  1. In any marketing list, in the Members area, choose the Add  plus_sign button.
  2. In the Manage Members dialog box, choose Select, and then select the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types.
  3. When you select a related record type, a new line appears with another Select list for the related record type.
  4. Choose Equals, and then select a query relational operator.
  5. Choose Enter Value, and then type the value that you want to locate (for example, “Seattle” or “Email”). For some values, you can choose the Lookup icon to open the Select Values dialog box and select the value you want.
  6. To specify the columns to include in the search results, choose Edit Columns, and then Add Columns. Select the columns that you want to add, and choose OK.
  7. Choose Use Query to add the matching records to your dynamic marketing list.

Associate campaigns or quick campaigns to a marketing list

After you have created a campaign or quick campaign, you can associate it to your marketing list. You can also create a new campaign or quick campaign from your marketing list.

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  1. In the Campaigns or Quick Campaigns area, choose the Add  plus_sign button.
  2. Search for the campaign or quick campaign you want to associate to this marketing list.

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If you don’t have any campaigns, or if you want to create a new one, you can choose + New.

If you don’t have any quick campaigns, the Quick Campaign Wizard will start.

noteNote

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns.  More information: Microsoft Dynamics Marketing Help Center

Create or edit a campaign in the CRM marketing work area

Promote your business, expand your reach to new customers, and improve sales by using campaigns in Microsoft Dynamics CRM. Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.

Add strategic campaign information to your campaign, such as:

  • Budgets and expenses
  • Promotion codes
  • Target products
  • Marketing collateral, including sales literature
  • Target marketing lists

Campaigns can include whatever planning activities you want to perform before you launch the campaign, and also the campaign activities you want to manage as part of the campaign. More information: Add an activity to a campaign in the CRM marketing work area

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  1. Go to Marketing > Campaigns. (How do I get there?)
  2. To create a new campaign, choose New.

– OR –

To edit a campaign, open a campaign from the list.

  1. Add or change information in the text boxes.

 In the Campaign section, enter the campaign details such as, name, type, and the expected response rate.

– In the Schedules section, enter the proposed and actual start and end dates of the campaign.

– Under Financials, enter details about the cost of the campaign and campaign activities, and the budget and revenue of the campaign.

– To track conversations in the planning phase of the campaign, in the Activities area, add activities. More information: Add a phone call, task, email, or appointment activity to a case or record

  1. When you’re ready to save your data, choose Save.
  2. To add a marketing list to the campaign, in the Marketing Lists area, choose +, and in the Look Up Records dialog box, find and select a marketing list.
  3. To create planning and campaign activities for your campaign, for example, identifying advertising channels or prepare campaign communications to send to the members on the marketing lists, see Add an activity to a campaign in the CRM marketing work area.

noteNote

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns.  More information: Microsoft Dynamics Marketing Help Center

Create a quick campaign in the CRM marketing work area

Send an e-mail blast to customers who fit a specific demographic, a mail campaign to clients in a specific region, or perhaps a phone call campaign to previous buyers of a particular product by using a quick campaign in Microsoft Dynamics CRM. A quick campaign is a single campaign activity geared toward a targeted audience. Track the success of your quick campaign through campaign responses, and convert the positive responses into new leads, quotes, orders, or opportunities.

quick_campaign

If you need to perform more than one activity for your campaign, such as an email blast and a mailing, create a new campaign instead. More information: Create or edit a campaign in the CRM marketing work area

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  1. Go to Marketing > Marketing Lists. (How do I get there?)
  2. Open a record, and then in the Quick Campaigns area, choose the Add button plus_sign.
  3. In the Quick Campaign Wizard, read the instructions on the Welcome page, and choose Next.
  4. Specify a name for the quick campaign.
  5. Select the type of activity you want to create.

You can also select who you want Microsoft Dynamics CRM to assign the activity to and whether CRM should perform the activity automatically for appropriate activities, such as sending email messages. For example, if you are creating a phone call activity for all the sales representatives, you can select the phone call activity, and then select The owners of the records that are included in the quick campaign. Each sales representative can then see the activity and take action on it. However, if you are creating a large number of email activities that CRM will perform automatically, you can assign the email activity to yourself instead of the record owners.

  1. Add or change information in the text boxes in the activity form, and choose Next.
  2. Choose Create.

noteNote

You can’t add records to a quick campaign after you create it.

noteNote

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns.  More information: Microsoft Dynamics Marketing Help Center

Add an activity to a campaign in the CRM marketing work area

Make your marketing campaigns successful by creating, distributing, and assigning planning and campaign activities in Microsoft Dynamics CRM. Planning activities are those you want to perform before you launch the campaign, and campaign activities are those you want to manage as part of the campaign. Examples of planning and campaign activities you can add include:

  • Identify advertising channels and supporting materials
  • Contact media channels to reserve time or space for advertising
  • Create or refine target marketing lists
  • Contact a design agency to request creation of collateral pieces and advertising materials

By default, a campaign targets an activity to the group of marketing lists that you select for the campaign. If you want to run a campaign activity on a subset of your marketing lists, you can distribute the activity to certain members instead.

Add a planning activity to a campaign

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  1. Go to Marketing > Campaigns. (How do I get there?)
  2. In the campaign record you want to add the planning activity to, on the nav bar, choose the down arrow choose next to the campaign you’re working on and then choose Planning Activities.
  3. To add a new activity, choose Add New Activity, and then select the type of activity you want to create.

-OR-

To add an existing activity, choose Add Existing Activity. In the inline lookup field, search for and select the activity.

  1. In the new activity form, add or change information in the text boxes.
  2. When you’re ready to save your data, choose Save.

Add a campaign activity to a campaign

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  1. Go to Marketing > Campaigns. (How do I get there?)
  2. In the campaign record you want to add the campaign activity to, on the nav bar, choose the down arrow next to the campaign you’re working on and then choose Campaign Activities.
  3. Choose Add New Campaign Activity.
  4. Type in all the information you can, and then choose Save. This creates the campaign activity so you can do more things with it, like add marketing lists.
  5. To add a marketing list, choose +. In the Look Up Records box, type in your search and choose the Search button, select one or more marketing lists, and choose Add.
  6. To distribute the new campaign activity, on the command bar, choose Distribute Campaign Activity.
  7. In the activity form, type or modify information in the text boxes, and choose Distribute.
  8. Choose who will own the activities, and choose Distribute.

noteNote

You can only distribute campaign activities of type “mail merge” to marketing lists that contain the same type of record. For example, if one marketing list contains accounts and a second marketing list contains leads, the mail merge campaign activity will fail. Create a separate mail merge campaign activity for each group of marketing lists with the same record type.

  1. After all the distributed activities are closed, you can close the campaign activity. To close the campaign activity, open the campaign activity record, and on the command bar, choose Close Campaign Activity. Set an appropriate status for the activity, and choose OK.
  2. When the activity is completed, update the campaign activity record with the actual costs. Open the campaign activity and update the Actual Cost field. This can help guide you in planning future campaign activities.

noteNote

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns. More information: Microsoft Dynamics Marketing Help Center

Add a marketing list, sales literature, or product to a campaign in the CRM marketing work area

Add all items to your campaign that your need in this marketing context. Usually you need to add marketing lists, but you might also want to refer campaigns to products and related campaigns, or you might want to add sales literature that documents sales procedures.

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  1. Go to Marketing > Campaigns(How do I get there?)
  2. Choose the name of the campaign that you want to add a list, product, or sales literature to. In the nav bar, choose the down arrow next to your campaign.

The following table shows what you need to do to add each type of item.

To add Do this
A marketing list Choose Target Marketing Lists, and then choose Add Existing Marketing List.
A product Choose Target Products, and then choose Add Existing Product.
Sales literature Choose Sales Literature, and then choose Add Existing Sales Literature.
A related campaign Choose Related Campaigns, and then choose Add Existing Campaign.
  1. Select the type of record you want in the Look Up Records dialog box, in the Look for list. Type the first few letters of the name of the record to narrow your search in the Search box, and then choose the Find button find.
  2. Select the check boxes for the records that you want to add in the list of records that appears, choose Add, and then choose OK.
  3. Choose Save or Save and Close.

noteNote

To verify that the item you selected was added to the campaign, reopen the campaign. Under Marketing, choose Target Marketing Lists, or under Sales choose either Target Products or Sales Literature. The information you added appears in the list.

noteNote

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns.  More information: Microsoft Dynamics Marketing Help Center

Track a campaign response in the CRM marketing work area

Record the replies you get from potential customers in response to a specific marketing campaign to make sure your team can act on the responses. Measure the success of specific campaign activities based on their response rates. You can manually create campaign responses in Microsoft Dynamics CRM or have CRM generate them automatically.

Create campaign responses manually

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  1. Go to Marketing > Campaigns. (How do I get there?)
  2. Choose the campaign that you want to add campaign responses to, and under Responses, choose Add plus_sign.
  3. Add information in the Campaign Response form.
  4. Choose Save.

Create campaign responses automatically

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  1. Make sure that you have the System Administrator or System Customiser security role or equivalent permissions.
green_diamond_arrow Check your security role

a.  Follow the steps in View your user profile.

b.  Don’t have the correct permissions? Contact your system administrator.

  1. Go to Settings > Administration. (How do I get there?)
  2. Choose the System Settings > Marketing tab.
  3. Set the Create campaign responses for incoming email option to Yes.

noteNote

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns. More information: Microsoft Dynamics Marketing Help Center

View and manage marketing communications with the Microsoft Dynamics Marketing Seller Portal

Stay up-to-date with communications that your Marketing department has sent to your contacts with the Seller Portal in Microsoft Dynamics Marketing. Access the Seller Portal from within Microsoft Dynamics CRM to stay well-informed about communications your customers have received from Microsoft Dynamics Marketing or to remove them from campaigns that don’t apply to them.

For Microsoft Dynamics CRM Online organizations, this feature is only available if you’ve installed the CRM Online 2015 Update.

For on-premises CRM organizations, this feature is only available if you’ve updated to CRM 2015.
Interested in getting this feature?  Find your CRM administrator or support person.

This feature also requires Microsoft Dynamics Marketing 2015 Update.

For more information about working with the Seller Portal in Microsoft Dynamics Marketing, see Use the Seller Portal to see and manage which messages are reaching your contacts.

If you are a CRM administrator who wants to enable the Seller Portal for your users, see Dynamics Marketing for Dynamics CRM users.

View the Seller Portal for selected accounts

  1. Go to Sales > Accounts. (How do I get there?)
  2. Select the accounts for which you want to view marketing communications in Microsoft Dynamics Marketing.
  3. Choose the More button … at the top of the screen and then choose View Marketing Portal.
  4. Sign in to Microsoft Dynamics Marketing if prompted.

View the Seller Portal for selected contacts

  1. Go to Sales > Contacts. (How do I get there?)
  2. Select the accounts for which you want to view marketing communications in Microsoft Dynamics Marketing.
  3. Choose the More button … at the top of the screen and then choose View Marketing Portal.
  4. Sign in to Microsoft Dynamics Marketing if prompted.

Get started with CRM marketing

Create a marketing list in the CRM marketing work area

Create or edit a campaign in the CRM marketing work area

Create a quick campaign in the CRM marketing work area

Add a marketing list, sales literature, or product to a campaign in the CRM marketing work area

Track a campaign response in the CRM marketing work area

Microsoft Dynamics Marketing Help Center