Create a quick campaign using in-app marketing (Sales)

Send an e-mail blast to customers who fit a specific demographic, a mail campaign to clients in a specific region, or perhaps a phone call campaign to previous buyers of a particular product by using a quick campaign in Dynamics 365 Sales. A quick campaign is a single campaign activity geared toward a targeted audience. Track the success of your quick campaign through campaign responses, and convert the positive responses into new leads, quotes, orders, or opportunities.

Quick campaign wizard.

If you need to perform more than one activity for your campaign, such as an email blast and a mailing, create a new campaign instead. More information: Create or edit a campaign using in-app marketing

License and role requirements

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

Create a quick campaign

  1. Go to Marketing > Marketing Lists.

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

  3. In the Quick Campaign Wizard, read the instructions on the Welcome page, and select Next.

  4. Specify a name for the quick campaign.

  5. Select the type of activity you want to create.

    You can also select who you want Dynamics 365 Sales to assign the activity to and whether Dynamics 365 Sales should perform the activity automatically for appropriate activities, such as sending email messages. For example, if you are creating a phone call activity for all the sales representatives, you can select the phone call activity, and then select The owners of the records that are included in the quick campaign. Each sales representative can then see the activity and take action on it. However, if you are creating a large number of email activities that Dynamics 365 Sales will perform automatically, you can assign the email activity to yourself instead of the record owners.

  6. Add or change information in the text boxes in the activity form, and select Next.

  7. Select Create.

    Note

    You can't add records to a quick campaign after you create it.

Can't find the options in your app?

There are two possibilities:

  • You do not 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. The steps described in this documentation are specific to the out-of-the-box Sales Hub app. Check with your administrator for the exact steps.

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
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
Customize quick campaign and campaign activity distribution forms