Dynamics 365
Help & Training
Search

Track a marketing campaign response using in-app marketing (Sales)

Record the replies you get from 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. You can manually create campaign responses in Microsoft Dynamics 365 or have Dynamics 365 generate them automatically.

Create campaign responses manually

  1. Go to Marketing > Campaigns.

  2. Select the campaign that you want to add campaign responses to, and under Responses, click Add .

  3. Add information in the Campaign Response form.

  4. Click Save.

Create campaign responses automatically

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration.

  3. Click the System Settings > Marketing tab.

  4. Set the Create campaign responses for incoming email option to Yes.


Note

This topic applies to the Marketing work area within Microsoft Dynamics 365. The Dynamics 365 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 365, 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