Microsoft Dynamics® CRM Training
Creating a Campaign Template
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Creating a Campaign Template
In this tutorial we'll discuss the advantages of campaign templates in Microsoft Dynamics CRM Online 2011, how to create a template, and how to copy campaign records.
Suppose you are the marketing manager for your company's monthly product catalog. Most of the planning activities for the catalog are the same each month. Rather than leaving you to recreate all of the common information for your campaign each month, CRM Online lets you create a campaign template that can be used as the starting point for your new campaign.
The campaign template stores core details and related information about the campaign and can be used to quickly launch a similar campaign. In CRM Online, campaign templates work just like campaigns.
Let's begin in the Marketing module, and click Campaigns.
Click New Template in the ribbon button to launch the Campaign form with the temporary name "New".
Technical Note: Campaign templates are actually Campaign records. That is why Campaigns and Campaign templates can be displayed together in the same view. The Campaign entity contains an attribute called Template which can be set to "Yes" or "No". Campaign records with the Template attribute set to "Yes" are considered templates. That allows separate views for Campaigns and Campaign templates that filter based on that attribute. Clicking New Template in the ribbon simply opens a new Campaign record with its Template field set to "Yes".
In the Name field, we'll enter "Template: Product Advertising" and then click Save. (Note: We included "Template:" in the name for our own convenience. It has no effect on the template status of the record.)
The Campaign form refreshes, reflecting the name we gave the record.
Now it is time to copy records. Marketing campaigns can be very involved, and for complex campaigns, it can take considerable effort to input the correct information. This campaign template will provide a common starting point for future campaigns and will save us time by eliminating the duplication of effort when we are creating campaigns.
CRM Online also provides two actions, Copy As Campaign and Copy As Template, to quickly duplicate information from an existing campaign or template. A copy action replicates all of the planning activities, campaign activities, marketing lists, products, and sales literature in the current record to a new campaign or template.
Now we will create a new campaign from the campaign template we just created.
On the ribbon, click the Copy as Campaign button - and there you have it.
There is one last important thing to note. The Copy As Campaign and Copy As Template actions work similarly but serve different functions. The key difference is the resulting output. When you use Copy As Campaign, the output will be a campaign ready for use, like the one we just created. The Copy As Template action will produce a campaign template that can be used to create a campaign in the future. Understanding this fundamental difference will help you save time when launching new campaigns.
Technical note: The Copy as Template command creates a new Campaign record with all the same data as the current record except with the Template field set to "Yes". The Copy as Campaign command creates a new Campaign record with all the same data as the current record except with the Template field set to "No". In both cases, the form refreshes so that you are now editing the new copy.
Thanks for watching.