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.

  1. Go to Marketing > Campaigns.

  2. Choose the name of the campaign that you want to add a list, product, or sales literature to. In the nav bar, click 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

    Click Target Marketing Lists, and then click Add Existing Marketing List.

    A product

    Click Target Products, and then click Add Existing Product.

    Sales literature

    Click Sales Literature, and then click Add Existing Sales Literature.

    A related campaign

    Click Related Campaigns, and then click Add Existing Campaign.

  3. Select the type of record you want in the Look Up Records dialog box, in the Look for list.

  4. Type the first few letters of the name of the record to narrow your search in the Search box, and then click the Find button .

  5. Select the check boxes for the records that you want to add in the list of records that appears, click Add, and then click OK.

  6. Click Save or Save and Close.


    Note

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



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