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Add a marketing list, sales literature, or product to a campaign using in-app marketing

  • Article

Add all items to the campaign that your organization needs 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.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

Add product list, product, or sales literature to a campaign

  1. In the site map, select Marketing Lists.

  2. Open a marketing list record, and then in the Campaigns area, open the campaign to which you want to add a list, product, or sales literature.

    The following table shows what you need to do to add each type of item.

    To add Do this
    A marketing list On the Related tab, select Target Marketing Lists, and then select Add Existing Marketing List.
    A product On the Related tab, select Target Products, and then select Add Existing Product.
    Sales literature On the Related tab, select Sales Literature, and then select Add Existing Sales Literature.
    A related campaign On the Related tab, select Related Campaigns, and then select Add Existing Campaign.

  3. Select the type of record you want in the Lookup Records panel. In the Look for records field, type the first few letters of the name of the record to narrow your search, and then select the Search icon Search icon..

  4. Select the records that you want to add in the list of records that appears, and then select Add.

  5. Select Save or Save and Close.

    Note

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

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See Also

Get started with in-app marketing
Create a marketing list using in-app marketing
Create or edit a campaign using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Track a marketing campaign response using in-app marketing