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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.


Note

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 behavioral data to help plan and analyze 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.

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 organization sends them.

More information: System Settings dialog box - Marketing tab

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

 
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