Connect with campaign respondents in 4 steps

In Microsoft Dynamics CRM, on the Tools menu, click Import.

In the Source import file box, click Browse, locate and select the responses.csv file, and then click Open.

In the Record type list, click Campaign Response.

In the Import File Information area, fill in the following fields:

Click Next.

The Bulk Import Wizard selects the first row of data to display target field (Microsoft Dynamics CRM) and source field (responses.csv) mappings.

If you want to identify the vendor that performed the campaign for you, click the Lookup button next to Outsource Vendor and specify the name of the vendor.

In the Parent Campaign Type list, select either Campaign or Quick Campaign.

In the Originating Activity Type list, select E-mail.

If not all the campaign response fields from the vendor’s CSV file automatically map correctly to Microsoft Dynamics CRM campaign response attributes, you might have to map some of them manually.

To remap a field, click the field that is in the Target Field column that you want to remap, and then select the attribute that you want. In the following image, the campaign response field from the vendor named Email Address has been remapped to E-mail.

Verify that all mappings between the Target Field and Source Field columns are correct, and then click Next.

Click Import.

Click Finish.

The bulk import is submitted for processing.

To review the status of the bulk import, in the Navigation Pane, click Workplace.

Under My Work, click Activities, and in the Activities area, in the Type list, click Bulk Import.

To review the import information, such as the number of campaign responses imported and any failures that occurred, double-click the responses.csv bulk import record to open the bulk import.

In the Navigation Pane, click Marketing, and then click Campaigns.

Open the campaign you associated with your campaign responses when you imported them.

Under Details, click Campaign Responses.

Open the individual campaign response that you want to convert to a lead.

On the Form toolbar, click Convert Campaign Response.

In the Close and Convert the Response dialog box, under Close response and convert into a record, click Create New lead.

Select the Open new records check box to see the new lead, and then click OK.

The Lead form opens.

On the Lead form, fill in any required fields that were not automatically filled in when you converted the campaign response to this lead record.

Tip

If you click the Administration tab, you can see the name of the campaign that originated the campaign response in the Source Campaign box.

Click Save and Close.

In the Navigation Pane, click Marketing, and then click Marketing Lists.

On the Actions toolbar, click New.

On the General tab, you must enter information in the following boxes:

Enter any other information that you have for the list.

Click Save.

Under Details, click Marketing List Members.

On the Actions toolbar, click Manage Members.

In the Manage Members dialog box, click Use Advanced Find to add members, and then click OK.

On the Add Members page, in the Look for list, select Lead, and then create a search that looks as follows, selecting the name of your first campaign where “E-mail campaign” appears:

Click Find.

Select the Add all the members returned by the search to the marketing list check box, and then click Add to Marketing List.

Click Save and Close.

In the Navigation Pane, click Marketing, and then click Marketing Lists.

Open the marketing list to which you want to send an e-mail quick campaign.

On the Actions toolbar, click Create Quick Campaign.

In the Create Quick Campaign Wizard, follow the instructions that appear on the screen.

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When you are prompted to choose an activity type, select E-mail.

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On the E-mail form, ignore the fields that are unavailable and create the message you want to send to all the leads in your marketing list. Specifically, type the subject and the message body. Note If your system administrator has installed the update described in KB911520, the same message will be sent to all these leads. If the update has not been installed, a separate E-mail activity will be created for each lead, and you can customize or personalize the messages before you send them manually.