Add a campaign activity to a campaign or campaign template

Can I do this task?

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. Click the name of the campaign or campaign template that you want to add an activity to.
3. Under Related, click Campaign Activities.
4. Under List Tools, on the Campaign Activities tab, in the Records group, click Add New Campaign Activity.

   The Parent Campaign box is populated with the campaign or campaign template to which you are adding the activity.

5. In the Channel list, click the channel The type of activity in a marketing campaign, such as e-mail or phone call. for the activity that you are creating.
6. In the Type list, click the option that describes the activity.
7. In the Subject box, enter text that describes the activity.

   In the box below, you can add specific details about how to complete the task.

8. If needed, specify a new owner for the record in the Owner box. Click the Lookup button to search for another owner.
9. To select a vendor that is involved in the activity, in the Outsource Vendors box, click the Lookup button .
10. In the Scheduled Start and Scheduled End boxes, click the start and end dates for the activity.

    The end date that you select appears in the Due Date column in Activities in the Workplace.

11. In the Budget Allocated box, enter the amount designated for the campaign activity.
12. In the Priority list, click the appropriate priority level.
13. Under the Anti-Spam Setting, enter the number of days that you want to pass before a marketing list member is contacted again.
14. Click Save.

Important

• After you create a campaign activity, you must distribute To create campaign activities for each account, contact, or lead in a marketing list associated with a campaign, and then to assign the activities to the specified owners, or to perform the activities automatically (such as sending e-mail messages). the activity. To distribute your new campaign activity, in the Actions group, click Distribute Campaign Activity.
• After all the distributed activities are closed, you can close the campaign activity. To close the campaign activity, open the campaign activity, and in the Actions group, click Close Campaign Activity. Set an appropriate status for the activity, and click OK.

Notes

• You can only distribute mail merge campaign activities to marketing lists that all contain the same type of record. For example, if one marketing list contains accounts Companies that might do business with your organization. and a second marketing list contains leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., the mail merge campaign activity will fail. Create a separate mail merge campaign activity for each group of marketing lists with the same record type.
• If you have used the Anti-Spam Setting option to specify contact restrictions for accounts, contacts, or leads, Microsoft Dynamics CRM applies a date and time stamp to these accounts, contacts, or leads in the marketing list. You will not be able to distribute activities to these accounts, contacts, or leads for the exact amount of time that you have specified.