Add a marketing list, sales literature, or product to a campaign

After you create a campaign, it's helpful to add items that are associated with this campaign. You can add a target marketing list, products, sales literature, and related campaigns.

Follow the steps for the app you're using.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Marketing.
  
  Marketing appears on the nav bar.
2. Then, click or tap Marketing > Campaigns.
If using CRM for Outlook
1. In the Navigation Pane, click or tap Marketing, and then click or tap Campaigns.

Click or tap the name of the campaign that you want to add a list, product, or sales literature to, and then do one of the steps in the following table.

To add	Do this
A marketing list	Under Marketing, click or tap Target Marketing Lists, and then in the Records group, click or tap Add Existing Marketing List.
A product	Under Sales, click or tap Target Products, and then in the Records group, click or tap Add Existing Product.
Sales literature	Under Sales, click or tap Sales Literature, and then in the Records group, click or tap Add Existing Sales Literature.
A related campaign	Under Marketing, click or tap Related Campaigns, and then in the Records group, click or tap Add Existing Campaign.

In the Look Up Records dialog box, in the Look for list, select the type of record you want.
In the Search box, type the first few letters of the name of the record to narrow your search, and then click or tap the Find button .
In the list of records, select the check boxes for the records that you want to add, click or tap Add, and then click or tap OK.
Click or tapSave or Save and Close.

Note

To verify that the item you selected was added to the campaign, reopen the campaign, and then under Marketing, click or tap Target Marketing Lists, or under Sales click or tap either Target Products or Sales Literature. The information that you added appears in the list.