Create or edit a campaign using in-app marketing

Promote your business, expand your reach to new customers, and improve sales by using campaigns in Dynamics 365 Sales. Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.

Add strategic campaign information to your campaign, such as:

  • Budgets and expenses

  • Promotion codes

  • Target products

  • Marketing collateral, including sales literature

  • Target marketing lists

Campaigns can include planning activities that you want to perform before you launch the campaign, and also the campaign activities you want to manage as part of the campaign. More information: Add an activity to a campaign using in-app marketing

License and role requirements

   
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Salesperson and above
See Predefined security roles for Sales

Create or edit a campaign

  1. In the site map, select Marketing Lists.

  2. Open a marketing list record, and then in the Campaigns area, select New Campaign.

    - OR -

    To edit a campaign, open a campaign from the list.

  3. In the Campaign section, enter the campaign details such as, name, type, and the expected response rate.

  4. In the Schedules section, enter the proposed and actual start and end dates of the campaign.

  5. Go to the Details tab and enter the Allocated Budget and Misc. Cost of the campaign.

  6. Select Save.

  7. In the Timeline section, add activities to track conversations in the planning phase of the campaign. More information: Use timeline

  8. To add a marketing list to the campaign, go to the Marketing Lists section, select vertical ellipses, and then select Add Existing Marketing List. In the Lookup Records panel, find and select a marketing list.

  9. To create planning and campaign activities for your campaign, for example, identifying advertising channels or prepare campaign communications to send to the members on the marketing lists, see Add an activity to a campaign using in-app marketing.

Can't find the options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See Also

Create a marketing list 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
Track a marketing campaign response using in-app marketing