Track a campaign response
Record the replies you get from the potential customers in response to a specific marketing campaign to make sure that your team is aware and can act on the responses. Measure the success of specific campaign activities based on their response rates.
You can manually create campaign responses in Microsoft Dynamics CRM or generate them automatically.
Create campaign responses manually
-
Follow the steps for the app you're using.
If using the CRM web application
-
On the nav bar, click or tap Microsoft Dynamics CRM > Marketing.
Marketing appears on the nav bar.
-
Then, click or tap Marketing > Campaigns.
If using CRM for Outlook
-
Click or tap your organization.
-
Click or tap Marketing > Marketing > Campaigns.
-
Open the campaign that you want to add campaign responses to, and under Responses, click or tap the Add icon .
-
In the campaign response form, type or change information in the text boxes.
Hovertips provide helpful hints about what to enter.
-
Specify a subject for the response.
-
The Parent Campaign box shows the name of the campaign you're tracking the response for.
-
Click or tap Save.
Create campaign responses automatically
When customers respond to email activities in your campaign, you can choose to have Microsoft Dynamics CRM create the corresponding campaign responses automatically. You can do this by setting the Create campaign responses for incoming email option to Yes in System Settings. More information: System Settings dialog box - Marketing tab
See Also
Plan campaigns
Track marketing activities through planning and campaign activities
Create a marketing list and add members to it
