Track a marketing campaign response using in-app marketing

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 Sales generate them automatically.

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 campaign responses manually

  1. In the site map, select Marketing Lists.

  2. Open a marketing list record, and then in the Campaigns area, open the campaign to which you want to add campaign responses, and on the Related tab, select Campaign Responses.

  3. Select New Campaign Response.

  4. In the New Campaign Response form, add the required information.

  5. Select Save.

Create campaign responses automatically

Prerequisite: Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

  1. On the navigation bar, select the Settings icon Settings icon on the navigation bar., and then select Advanced Settings.

  2. On the navigation bar, select Settings, and then select Administration.

  3. Select System Settings, and then select the 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.

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

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