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

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 for Sales 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.

Note

If there are multiple email replies from a customer to an email sent out from a campaign activity, only the first reply is tracked as a campaign response in the campaign.

See also

System Settings dialog box - Marketing tab
Get started with in-app marketing
Create a marketing list using in-app marketing
Create or edit a campaign using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Add a marketing list, sales literature, or product to a campaign using in-app marketing
Create or edit a campaign template using in-app marketing