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

Make your marketing campaigns successful by creating, distributing, and assigning planning and campaign activities in Dynamics 365 Sales. 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. In the Summary section of the Campaign Activity form, enter the required information:

    a. Subject. Type the objective of the campaign activity.

    b. Used in Campaign. When you create the campaign activity from a campaign, the campaign is automatically added here.

    c. Scheduled start and end date. Enter the expected date and time the activity is scheduled to start and end.

  5. In the Anti-Spam Settings section, enter the frequency cap (in days) for marketing activities directed at any contact. Contacts that have been contacted more recently than this will be excluded from new campaign activity distributions. Enter "0" to disable the limit.

  6. On the Campaign Activity form, select Save.

  7. 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.

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

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

  10. 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.
  1. 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.

  2. 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.

See Also

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 a marketing list, sales literature, or product to a campaign using in-app marketing
Track a marketing campaign response using in-app marketing