Understanding Quick Campaigns

You can use a quick campaign A communication method that creates 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 communicate with an ad-hoc list of customers (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.). More information: Create a quick campaign

Selecting recipients for the quick campaign

There are three ways you can select the list of recipients for your quick campaign:

• Select the accounts, contacts, or leads directly.
• Do a search in Advanced Find A tool used to search for specific records and activities. and create a quick campaign from the resulting list of records.
• Create a quick campaign from a marketing list that has members.

Creating the quick campaign

When you create your new quick campaign, you can choose whether you want to own the activities Actions to be performed, such as tasks, or communication items that are sent or received, for example, e-mails, phone calls, letters, faxes, 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. that you 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)., or whether each of the users who own the records in your quick campaign should own the distributed activities. If you use the quick campaign to create and distribute e-mail activities, you can also choose whether you want Microsoft Dynamics CRM to automatically send the e-mail messages and whether the corresponding e-mail activities should be closed.

After you finish configuring your quick campaign, Microsoft Dynamics CRM immediately creates and distributes the activity you specified for all of the customers you selected.

Working with the completed quick campaign record

After you have used a quick campaign to quickly distribute activities, you can use the quick campaign record to:

• Collect, view, and take action on campaign responses.
• View the activities created from the quick campaign and the current status on those activities.
• Close one or more open activities created from the quick campaign.
• View the records for the customers who were contacted.
• View the records for customers who could not be contacted and an explanation for why these customers were not included in the quick campaign.

More information: Difference between campaigns and quick campaigns

Additional quick campaign features in Microsoft Dynamics CRM for Outlook

Some quick campaign features are available only in Microsoft Dynamics CRM for Outlook:

• Compose personalized e-mail messages using a template.
• Send messages in simple HTML or rich text format with the mail merge feature.