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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

  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 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.

  4. In the new activity form, add or change information in the text boxes.

  5. When you're ready to save your data, choose Save.

Add a campaign activity to a campaign

  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.


    Note

    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.


  9. 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.

  10. 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.


Note

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


 
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