Microsoft Dynamics® CRM Training
Creating a Campaign
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Creating a Campaign
A marketing campaign is a series of activities intended to increase awareness of your company, products, or services. Microsoft Dynamics CRM Online 2011 provides a convenient way to manage marketing campaigns and their associated activities, tasks, and information.
This walkthrough is a focused look at creating a campaign record that will be used to coordinate the advertising activities of a new product launch. For an overview of the marketing module, and an in depth explanation of the differences between marketing campaigns and quick campaigns in CRM Online, we recommend you watch "Marketing Module Introduction," also located in the CRM Success Portal.
In the Marketing module, click Campaigns. On the ribbon, click the New button, which opens the Campaign form with the temporary name "New".
In the Name field, we'll label this campaign "New Product Advertising". For the purposes of this walkthrough, we'll leave the default values in the Status Reason, Campaign Type, and Expected Response fields, but it's important to understand the purpose of each field.
Under Status Reason, look at the number of options we have to choose from. We're leaving the value as "Proposed" because this campaign is still in the preliminary stages of creation. We're not ready to launch or submit it to say our team leader for approval.
Now, under Campaign Type, we'll leave the field as "Advertisement", as suggested by the name of this campaign. But you can see that there are a number of options available to us here as well.
Expected Response is the response percentage we anticipate with this campaign.
Finally, in the Offer field, we'll enter "This is my new product advertising campaign".
Now, back in the ribbon, we'll click Save to create this campaign.
The Campaign form refreshes, reflecting the saved name.
For each campaign, you can track a to-do list of activities that need to be completed in order to execute the campaign. These activities might include contacting your direct mail vendor, creating a target list, printing literature, or approving the offer.
With CRM Online, you can manage these activities by using the Planning Activities area of a campaign.
Now that we've created our campaign, we will create a planning activity task to approve the offer for the new product advertising campaign.
From the navigation pane of the Campaign form, click Planning Activities. On the ribbon, click the Add New Activity button, and then click Task on the submenu.
The Task form opens with the temporary name "New".
In the Subject field, we'll indicate the purpose of this task by typing "Approve Offer". In the Due field, we'll enter a date. In the Duration and Priority fields, leave the default values of "30 minutes" and "Normal" selected.
Finally, we'll click Save & Close in the ribbon in order to create this task. The Task form closes.
Now that we've created the campaign and a task for it, let's identify a target marketing list.
In the navigation pane of the Campaign form, click Target Marketing Lists. In the ribbon, click the Add Existing Marketing List button.
The Look Up Records dialog then opens. Notice that the Look For field is automatically set to "Marketing List".
Now I'm going to select a marketing list to add to this campaign. This is one ("Sample Marketing List") I've already created that consists of sample contacts. Click the check box next to the marketing list you want to add, click the Add button, and then click OK.
The Look Up Records dialog closes and the Add Marketing Lists to Campaign dialog opens.
We are then prompted to specify whether we want to add the marketing list to undistributed campaign activities. We want to add the members of these lists to our campaign activities, so we'll leave the check box selected. Click OK to add the selected marketing list to the campaign and the campaign's open undistributed campaign activities.
The Add Marketing Lists to Campaign dialog closes and we return to the Campaign form.
Finally, let's add target products and sales literature to this campaign.
For campaigns involving products or services, you can specify the target products or services within the campaign. You can also relate relevant sales and marketing literature to a campaign. These documents might include presentations, product and pricing sheets, marketing literature, and company manuals. CRM Online uses the Sales Literature functionality to store one or more documents for use with marketing campaigns and products.
In order to attach a product, click Target Products in the navigation pane of the Campaign form. On the ribbon, click Add Existing Product.
The Look Up Records dialog opens, with the Look For field automatically set to "Product".
We'll select a product to associate with the campaign by clicking the check box next to the product, clicking the Add button, and then clicking OK.
The Look Up Records dialog closes, returning us to the Campaign form with the product we just added shown in the view.
Now in order to add sales literature, click Sales Literature in the navigation pane.
On the ribbon, click Add Existing Sales Literature. The Look Up Records dialog opens, with the Look For field automatically set to "Sales Literature".
I'll click the check box next to the Sales Literature record I want (for example "Sample Price Sheet"), click Add, and then click OK in order to associate the Sales Literature record with the campaign.
The Look Up Records dialog closes, returning us to the Campaign form with the Sales Literature record we just added shown in the view.
We have now created a campaign, created an activity for the campaign, attributed a marketing list to it, as well as sales literature and products. These are some of the integral steps to creating a campaign in CRM Online.
Thanks for watching.