Key steps to get started with marketing
Microsoft Dynamics CRM Online
Microsoft Dynamics CRM 2013
CRM for web browsers
CRM for Outlook
Review this list to understand the first few tasks you can do in Microsoft Dynamics CRM to get started with marketing.
Import contacts, accounts, and leads
Get your customer records in Microsoft Dynamics CRM, and add these to marketing lists for segmentation. More information:Import accounts, leads, or other data
Create marketing lists
In Microsoft Dynamics CRM, Marketing lists are groups of accounts, contacts, or leads related to accounts. Examples of leads that are related to an account might be individuals who purchase products or services for their own use, or employees of an account. A Marketing list can only contain one record type. You can use a Marketing list to send a quick campaign. Or, you can add multiple Marketing lists to a campaign. More information:Create a marketing list and add members to it
Understand the difference between campaigns and quick campaigns
A quick campaign is a communication method that creates a single activity for distribution to accounts, contacts, or leads, or a Marketing list. Contrast this with campaigns, which support end-to-end Marketing programs that have multiple activities.
More information:Campaigns vs. quick campaigns: What's the difference
Create a campaign or a quick campaign
Depending on your requirement, track your marketing activities through a campaign or a quick campaign in Microsoft Dynamics CRM. More information:Create a quick campaign, Create or edit a campaign
See how your campaigns are doing with default Marketing reports
By default, Microsoft Dynamics CRM includes the following reports that 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 e-mail Marketing communications your organization sends them.
More information: System Settings dialog box - Marketing tab
Note that you cannot add unsubscribe functionality to direct e-mail or e-mail templates.
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