Views:

Add an activity to a campaign using in-app marketing (Sales)

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

Make your marketing campaigns successful by creating, distributing, and assigning planning and campaign activities in Dynamics 365. Planning activities are those you want to perform before you launch the campaign, and campaign activities are those you want to manage as part of the campaign. Examples of planning and campaign activities you can add include:

  • Identify advertising channels and supporting materials

  • Contact media channels to reserve time or space for advertising

  • Create or refine target marketing lists

  • Contact a design agency to request creation of collateral pieces and advertising materials

    By default, a campaign targets an activity to the group of marketing lists that you select for the campaign. If you want to run a campaign activity on a subset of your marketing lists, you can distribute the activity to certain members instead.

Add a planning activity to a campaign

  1. Go to Marketing > Campaigns.

  2. In the campaign record you want to add the planning activity to, on the nav bar, click the down arrow User profile security option More Options button next to the campaign you're working on and then click Planning Activities.

  3. To add a new activity, click Add New Activity, and then select the type of activity you want to create.

    -OR-

    To add an existing activity, click Add Existing Activity. In the inline lookup field, search for and select the activity.

  4. In the new activity form, add or change information in the text boxes.

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

Add a campaign activity to a campaign

  1. Go to Marketing > Campaigns.

  2. In the campaign record you want to add the campaign activity to, on the nav bar, click the down arrow User profile security option More Options button next to the campaign you're working on and then click Campaign Activities.

  3. Click Add New Campaign Activity.

  4. Type in all the information you can, and then click Save. This creates the campaign activity so you can do more things with it, like add marketing lists.

  5. To add a marketing list, click +. In the Look Up Records box, type in your search and click the Search button, select one or more marketing lists, and click Add.

  6. To distribute the new campaign activity, on the command bar, click Distribute Campaign Activity.

  7. In the activity form, type or modify information in the text boxes, and click Distribute.

  8. Choose who will own the activities, and click Distribute.

    Note

    1. You can only distribute campaign activities of type "mail merge" to marketing lists that contain the same type of record. For example, if one marketing list contains accounts and a second marketing list contains leads, the mail merge campaign activity will fail. Create a separate mail merge campaign activity for each group of marketing lists with the same record type.
    2. When you distribute a campaign activity or run a quick campaign, and if a contact, account, or lead in the target audience (typically specified in a marketing list) doesn't have data in the Email, Fax, Address, or Primary Phone fields, respective activities like Email, Phone, Letter, and Fax won't be created for that contact, account or lead.
    3. You can add a campaign activity to a campaign as well as a campaign template. However, only non-template campaigns allow distributing campaign activities to the marketing list contacts associated with the campaign.
  9. After all the distributed activities are closed, you can close the campaign activity. To close the campaign activity, open the campaign activity record, and on the command bar, click Close Campaign Activity. Set an appropriate status for the activity, and click OK.

  10. When the activity is completed, update the campaign activity record with the actual costs. Open the campaign activity and update the Actual Cost field. This can help guide you in planning future campaign activities.