Understanding Campaign Responses

In Microsoft Dynamics CRM, campaign responses are records of the communication you receive from potential customers in response to a specific marketing campaign. There are four ways to create campaign responses:

• Record campaign responses manually.
• Convert an existing activity to a campaign response.
• Automatically generate campaign responses.
• Import responses from a file, such as a Microsoft Office Excel workbook.

Capturing campaign responses in Microsoft Dynamics CRM helps to make sure that your team is aware that a customer has responded. By running reports that contain the campaign response data that you have captured in Microsoft Dynamics CRM, you can measure the success of specific activities based on their response rates.

Note

Campaign responses are records of the responses you have received from potential customers, not automated responses back to your potential customers. Understanding this difference is especially important when you work with automatically generated campaign responses for e-mail activities.

Creating New Campaign Responses

Sales and Marketing teams can use Microsoft Dynamics CRM to manually record customer responses as campaign response records, based on a direct marketing activity. You can create responses manually by first creating an activity and then converting it, or by creating a new campaign response within a campaign record. More information: Work with Campaigns and Campaign Templates

Converting Activities to Campaign Responses

When a potential customer responds to an activity created for them as part of a marketing campaign, you can convert the corresponding activity, such as a phone call, e-mail, or appointment, to a campaign response. More information: Campaign Activity Form

Note

You create campaign responses from activities at the same time that you convert an individual activity to an opportunity.

Automatically Creating Campaign Responses

When customers respond to e-mail activities in your campaign, you can choose to have Microsoft Dynamics CRM create the corresponding campaign response records automatically.

Important

This option is available only if e-mail tracking is enabled. This is a setting your administrator can set. More information: Manage System Settings

Importing Campaign Responses

By importing campaign responses, you can capture a record of the responses received as part of campaign efforts performed outside Microsoft Dynamics CRM. When you import the file, you can specify that it contains campaign responses. More information: Import records from a file

Note

The minimum data that you must have to import a campaign response is the name of the parent campaign in Microsoft Dynamics CRM and a subject, such as "E-mail campaign result" or "Ayla Kol wants to place a bulk order".