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

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

Add all items to your campaign that your need 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.

  1. Go to Marketing > Campaigns.

  2. Choose the name of the campaign that you want to add a list, product, or sales literature to. In the nav bar, click the down arrow next to your campaign.

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

    To add Do this
    A marketing list Click Target Marketing Lists, and then click Add Existing Marketing List.
    A product Click Target Products, and then click Add Existing Product.
    Sales literature Click Sales Literature, and then click Add Existing Sales Literature.
    A related campaign Click Related Campaigns, and then click Add Existing Campaign.
  3. Select the type of record you want in the Look Up Records dialog box, in the Look for list.

  4. Type the first few letters of the name of the record to narrow your search in the Search box, and then click the Findbutton Quick Find button in Marketing Campaigns.

  5. Select the check boxes for the records that you want to add in the list of records that appears, click Add, and then click OK.

  6. Click Save or Save and Close.


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