Create a quick campaign

Can I do this task?

You can use quick campaigns Communication methods that create a single activity for distribution to a group of accounts, contacts, or leads, or to a single marketing list. Contrast with campaigns, which support end-to-end marketing programs that have multiple activities. to create one type of activity An action to be performed, such as a task, or a communication item that is sent or received, for example, e-mail, phone calls, and appointments. The status of activities is tracked and the activity history is stored in the system, so users can view the open and closed activities. for many accounts Companies that might do business with your organization., contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague., or 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. at once.

1. Select the records or list that you want to run a quick campaign on, and then start the Create Quick Campaign Wizard.

   From a list of records, including the results of a search

   You can run a quick campaign from any list of accounts, contacts, or leads.

   1. Select the record or records from a list of records for which you want to create a quick campaign. If you want to include all records on the current page or all records on all pages, then skip this step.
   2. On the Add tab, in the Marketing group, click Quick Campaign, and then click one of the following:
      • For Selected Records

        Select this option if you have selected one or more records in the list.

      • For All Records on Current Page

        Select this option to include all records on the page for the quick campaign activity.

      • For All Records on All Pages

        Select this option to include all records on all pages for the quick campaign activity.

   From a marketing list

   You can run a quick campaign on the accounts, contacts, or leads in any marketing list.

   1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
   2. Click the name of the marketing list for which you want to create a quick campaign.
   3. In the Actions group, click Create Quick Campaign.
2. In the Create Quick Campaign Wizard, follow the instructions to create the quick campaign.

Notes

• You cannot add additional records to a quick campaign after you have created it.
• In the Create Quick Campaign Wizard, you can select who you want Microsoft Dynamics CRM to assign the activity to and whether Microsoft Dynamics CRM should perform the activity automatically for appropriate activities (such as sending e-mail messages). For example, if you are creating a phone call activity for all of the sales representatives, you can select the phone call activity, and then select The owners of the records that are included in the quick campaign. Each sales representative can then see the activity and take action on it. However, if you are creating a large number of e-mail activities that Microsoft Dynamics CRM will perform automatically, you can assign the e-mail activity to yourself instead of the record owners.
• Whether or not some activities are performed automatically depends on an option available to users who have the Organization Settings Write privilege. More information: Manage System Settings