PIRATED 20130912 1928

PIRATED 20130912 1928

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In Microsoft Dynamics CRM, you can use standard campaigns to manage the end-to-end process of a complete marketing campaign. Campaigns include extensive tracking features, including detailed information, reports and multiple lists. Campaigns can also include multiple planning tasks and campaign activities. Distribute campaign activities to the staff members in your organization who will perform each activity is a manual process. Campaigns can represent an organization's efforts over an extended period of time.

In contrast to standard campaigns, you can use quick campaigns to automatically a single activity to selected accounts, contacts, or leads, or to a single marketing list. The efforts of quick campaigns are immediate.

Follow a campaign response through the marketing process

In Microsoft Dynamics CRM, campaign responses record the fact that a customer has responded to your marketing efforts. You can use campaign responses to track a potential customer's interest in your products or services.

There are four ways that you can create campaign responses:

1. Create response manually.
2. Convert an existing  campaign activity to a campaign response.
3. Automatically generate campaign responses.
4. Import campaign responses into Microsoft Dynamics CRM from an external file.

Examples of campaign activities that generate campaign responses include events, e-mail, and phone calls.

After you create a campaign response, you can convert each response into any of the following record types:
  • Account
  • Contact
  • Lead
  • Quote
  • Order
  • Opportunity

Converting campaign responses closes it. However, if the customer isn't interested, you can also close the campaign response without converting it into another type of record.

The following diagram illustrates the process of creating response and then converting it into various record types.

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  • Carsten Siemens edited Revision 2. Comment: Pirated Content - see my comment

  • NOTE: This article was reported as Pirated/Plagiarized Content (content you didn't write) and will be removed. Please do not steal content from others. If you feel we are mistaken, please leave a comment or email tnwiki at Microsoft with a link to this article and with clear and detailed reasons why you own the content or have explicit permission from the author.

    Content was taken from: "What's the difference between campaigns and quick campaigns?"

    Published by Microsoft Dynamics CRM Resource Center


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