Campaigns are containers of all of the information, planning tasks Microsoft Dynamics CRM tasks associated with specific campaigns., and campaign activities Activities associated with specific campaigns, such as letters, faxes, or phone calls. Campaign activities include campaign-specific information, and must be distributed to create the individual activities for users to perform. you need to manage for the marketing campaigns Marketing programs that use many communication vehicles to accomplish specific results. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers..
Campaigns and campaign templates A framework for a marketing program that uses many communication vehicles to accomplish a specific result. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers. include the same features. The only difference is that you can use a campaign template as the basis of a new campaign. Campaigns include extensive tracking features, including detailed financial information, reports, and multiple marketing lists Lists of accounts, contacts, or leads that match a specific set of criteria..
Because campaigns serve as containers for the various items you can include in them, there is no need to close a campaign after all of the planning tasks and campaign activities are completed.
Creating campaigns
When you create a new campaign or a campaign template A framework for a marketing program that uses many communication vehicles to accomplish a specific result. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers., you can add strategic campaign information, such as:
Budgets and expenses
Promotion codes
Target products Items in the product catalog. Products can be linked to other records, such as quotes, campaigns, and cases.
Marketing collateral, including sales literature The documents that are created with specific information about products or services and given to customers to help increase sales.
Target marketing lists
Campaigns can include whatever planning tasks you want to perform before you launch the campaign, as well as the campaign activities you want to manage as part of the campaign.
Launching a campaign simply occurs when you perform your first campaign activity An activity associated with a specific campaign, such as a letter, fax, or phone call. Campaign activities include campaign-specific information, and must be distributed to create the individual activities for users to perform..
To have staff in your organization perform the campaign activities you have created, 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 campaign activity. During the campaign, you can create a campaign response A record of the communication you receive from a potential customer in response to a specific campaign. whenever a potential customer shows interest as a result of the campaign.
In the same way that a campaign begins with the first campaign activity, a campaign ends when the last campaign activity has been completed.
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