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Create a quick campaign using in-app marketing (Sales)

  • 2 minutes to read
  • Contributors
    • shubhadaj
    • Saurabh Kudesia

Applies to Dynamics 365 (online), version 9.x

Send an e-mail blast to customers who fit a specific demographic, a mail campaign to clients in a specific region, or perhaps a phone call campaign to previous buyers of a particular product by using a quick campaign in Dynamics 365. A quick campaign is a single campaign activity geared toward a targeted audience. Track the success of your quick campaign through campaign responses, and convert the positive responses into new leads, quotes, orders, or opportunities.

Quick campaign wizard

If you need to perform more than one activity for your campaign, such as an email blast and a mailing, create a new campaign instead. More information: Create or edit a campaign using in-app marketing

  1. Go to Marketing > Marketing Lists.

  2. Open a record, and then in the Quick Campaigns area, click the Add button Add button.

  3. In the Quick Campaign Wizard, read the instructions on the Welcome page, and click Next.

  4. Specify a name for the quick campaign.

  5. Select the type of activity you want to create.

    You can also select who you want Dynamics 365 to assign the activity to and whether Dynamics 365 should perform the activity automatically for appropriate activities, such as sending email messages. For example, if you are creating a phone call activity for all the sales representatives, you can select the phone call activity, and then select The owners of the records that are included in the quick campaign. Each sales representative can then see the activity and take action on it. However, if you are creating a large number of email activities that Dynamics 365 will perform automatically, you can assign the email activity to yourself instead of the record owners.

  6. Add or change information in the text boxes in the activity form, and click Next.

  7. Click Create.

    Note

    You can't add records to a quick campaign after you create it.