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Track a marketing campaign response using in-app marketing (Sales)

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

Record the replies you get from potential customers in response to a specific marketing campaign to make sure your team can act on the responses. Measure the success of specific campaign activities based on their response rates. You can manually create campaign responses or have Dynamics 365 generate them automatically.

Create campaign responses manually

  1. Go to Marketing > Campaigns.

  2. Select the campaign that you want to add campaign responses to, and under Responses, click AddAdd button.

  3. Add information in the Campaign Response form.

  4. Click Save.

Create campaign responses automatically

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration.

  3. Click the System Settings > Marketing tab.

  4. Set the Create campaign responses for incoming email option to Yes.