Microsoft Dynamics® CRM Training
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In Microsoft Dynamics CRM Online 2011, you can relate your marketing Campaign to other Campaigns for reporting and tracking purposes. For instance, assume you have a global branding Campaign. The initial branding Campaign comprises multiple child Campaigns, such as a direct-mail Campaign, an e-mail Campaign, as well as radio and television spots.
In CRM Online, you can create a Campaign record for each of these efforts and relate all of them to a parent Campaign. This allows you to track results for each Campaign channel, as well as aggregate multiple Campaigns to measure the effectiveness of an entire branding effort.
We begin in the Marketing module, and then select Campaigns.
Let’s open the “New Product Advertising “ Campaign that we created in the “Create a Campaign” video. In the navigation pane of the Campaign record, under Marketing, click Related Campaigns.
This is where we go to view Campaigns already related to this one, or to relate an already existing campaign. We don’t have any related campaigns just yet, so on the ribbon, we’ll click the Add Existing Campaign button.
The Look Up Records dialog then opens, with the Look For field automatically set to Campaign. If none of these campaigns were relatable, we could create a new one here by clicking on the New button, but we’ll select a Campaign and click the Add button. Now click OK to relate it to the parent Campaign. The dialog closes, returning us to the Campaign window.
The related campaign is displayed in the Related Campaigns area of the parent Campaign.
And that’s how you relate Campaigns in CRM Online.
Thank you very much for your time.