Create a quick campaign using in-app marketing

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.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

When to use quick campaign

A quick campaign is a single campaign activity geared towards 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.

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

Create a quick campaign and activity

When you create a quick campaign activity, an activity is created for each member in the marketing list that's part of the quick campaign.

Note

The average time for distributing a quick campaign activity to 100,000 members is 24 hours. For larger campaigns and faster activity distribution, use Dynamics 365 Marketing. For more information, go to Dynamics 365 Marketing documentation.

  1. In the site map, select Marketing Lists.

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

  3. In the Create a Quick Campaign wizard, read the instructions on the welcome page, and then select Next.

  4. On the Specify the Campaign Name step, enter a name for the quick campaign, and then select Next.

  5. On the Select the Activity Type and Owners step, from the Activity Type list, 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 Activity Type as Phone Call, and then select The owners of the records in the target marketing lists. 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. Select Next.

    Quick campaign wizard.

  7. On the Specify the Content of the Activity step, specify the details of the activity to be created, and then select Next.

  8. On the Completing the Create Quick Campaign Wizard step, 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 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

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