Create or edit a campaign using in-app marketing (Sales)

  • 2 minutes to read
  • Applies to Dynamics 365 (online), version 9.x

Promote your business, expand your reach to new customers, and improve sales by using campaigns in Dynamics 365. Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.

Add strategic campaign information to your campaign, such as:

  • Budgets and expenses

  • Promotion codes

  • Target products

  • Marketing collateral, including sales literature

  • Target marketing lists

    Campaigns can include whatever planning activities you want to perform before you launch the campaign, and also the campaign activities you want to manage as part of the campaign. More information: Add an activity to a campaign using in-app marketing

  1. Go to Marketing > Campaigns.

  2. To create a new campaign, click New.

    • OR -

      To edit a campaign, open a campaign from the list.

  3. Add or change information in the text boxes.

    1. In the Campaign section, enter the campaign details such as, name, type, and the expected response rate.

    2. In the Schedules section, enter the proposed and actual start and end dates of the campaign.

    3. Under Financials, enter details about the cost of the campaign and campaign activities, and the budget and revenue of the campaign.

    4. To track conversations in the planning phase of the campaign, in the Activities area, add activities. More information: Add a phone call, task, email, or appointment activity to a case or record

  4. When you're ready to save your data, click Save.

  5. To add a marketing list to the campaign, in the Marketing Lists area, click +, and in the Look Up Records dialog box, find and select a marketing list.

  6. To create planning and campaign activities for your campaign, for example, identifying advertising channels or prepare campaign communications to send to the members on the marketing lists, see Add an activity to a campaign using in-app marketing.