Working with Campaigns and Quick Campaigns

Jump to the following sections to learn more about working with campaigns in Dynamics CRM:

Creating a Campaign

  1. Go to the Top Navigation Bar to the Marketing area in Dynamics CRM.
  2. Click Campaigns in the sitemap.
  3. In the command bar, click New.

Create Campaign

View Creating a Campaign in CRM 2011

4. Fill out the information in the General section of the form. This will typically include name, currency, status reason, campaign type, proposed begin/end dates, and more details as you need to.

CRM 2013-New General Campaign Section

View New General Campaign Section in CRM 2011

5. If you will be tracking your campaign costs, scroll down to the Financial section of the form and fill out information such as allocated budget, miscellaneous costs, and expected revenue (located in the header) .

Campaign Financial

View Campaign Financial in CRM 2011

6. When you are finished entering details for your campaign, click Save and Close.

Adding Campaign Activities

  1. Navigate to the Marketing area of Dynamics CRM
  2. Click Campaigns in the site map.
  3. Open the campaign you want to add activities to.

Adding Campaign Activities

View Adding Campaign Activities in CRM 2011

4. Under the Common section in the left-hand navigation of the form, click Campaign Activities, then click Add New Campaign Activity.

Add New Campaign Activities

View Add New Campaign Activity in CRM 2011

5. Enter your activity details in the form. When you’re done, click Save and Close.

Activity Details

View Activity Details in CRM 2011

 

Distributing Campaign Activities

  1. Navigate to the Marketing area in the site map.
  2. Click Campaigns.
  3. Open the campaign you want to work with.

Select My Campaign

View Select My Campaign in CRM 2011

4. In the Campaign form, locate the Common area and click Campaign Activities.

Navigate Campaign Activities

View Navigate Campaign Activities in CRM 2011

5. Click Distribute Campaign Activity in the ribbon.

 Distribute Campaign Activity

View Distribute Campaign Activity in CRM 2011

6. Fill out the appropriate details of your activity. If you have an email template ready to send, you can click Use Template at the top.

7. When you are ready, click Distribute.

Associating Sales Literature

  1. Open the Campaign that you want to add sales literature to. Under the Sales tab, click Sales literature.

Navigate to Sales Lit

2. Then click the Add Existing Sales Literature button in the ribbon.

Add Existing Sales Lit

View Adding Existing Sales Lit in CRM 2011

3. Look up the sales literature you would like to add to the campaign, make your selection, and click OK.

4. In the Campaign tab, be sure to click the Save button in the ribbon.

Creating a Campaign Template

  1. In the left-hand navigation, under Marketing, click Campaigns, and select New Template from the ribbon.

Campaign New Template

View Campaign New Template in CRM 2011

2. Fill out the appropriate information for your campaign template.

Save New Template

View Save New Template in CRM 2011

3. As always, click Save when you are finished.

You can also create a campaign template from a campaign you’ve already created. To do this:

  1. Open a campaign that you would like to turn into a template.
  2. Click Copy as a Template in the ribbon.

Copy as Template

View Copy asTemplate in CRM 2011

3. This will open a new record that will look much like your original campaign record. Enter a name for your campaign template. It’s a good idea to have “Template” in the name so you don’t get it confused with your actual campaign.

Name your template

View Name Your Template in CRM 2011

4. Click off the field or Click the Save Icon on the bottom right of screen. Your template will appear in your campaign view.

Template in My Campaings View

View Template in My Campaigns View in CRM 2011

Creating a Quick Campaign

There are two ways you can create a quick campaign: from a list of records, or from a marketing list.

Creating a Quick Campaign from a List of Records

  1. Navigation to the list of Accounts, Contacts or Leads that you want to distribute your campaign to.
  2. Highlight the records you wish to have the campaign distributed to.
  3. Click on the Add tab in the ribbon.
  4. Click on Quick Campaign and choose the appropriate option to launch wizard.
  5. Follow the steps in the Quick Campaign Wizard.

Creating a Quick Campaign from a Marketing List

  1. Click on Marketing or Sales in the left-hand navigation.
  2. Select Marketing Lists.
  3. Choose the list you want to distribute your campaign to.
  4. Click on Create Quick Campaign in the ribbon.
  5. Follow the steps in the Quick Campaign Wizard.