Create a quick campaign

Quickly reach a group of customers, such as accounts, contacts, or leads, and boost your sales by using a quick campaign. In Microsoft Dynamics CRM, a quick campaign is a single campaign activity geared toward a targeted audience. Track the success of your quick campaign through campaign responses, and convert the positive responses into new leads, quotes, orders, or opportunities.

When you create a quick campaign, you can specify if you want to create an email, phone call, appointment, letter, or fax campaign. You specify whether you want to own the activities that you distribute, or whether each of the users who own the records in your quick campaign should own the distributed activities. 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.

If you're using CRM for Outlook, you can make use of some additional quick campaign features:

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

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.
  
  Then, click or tap Marketing > Marketing Lists.
If using CRM for Outlook
1. Click or tap your organization.
2. Click or tap Marketing > Marketing > Marketing Lists.
Note

You can also create a quick campaign from an account, contact, or lead record.
Open a record, and then in the Quick Campaigns area, click or tap the Add icon .
In the Quick Campaign Wizard, read the instructions on the Welcome page, and click or tap Next.
Specify a name for the quick campaign.
Select the type of activity you want to create.

You can also select who you want Microsoft Dynamics CRM to assign the activity to and whether CRM should perform the activity automatically for appropriate activities, such as sending email messages. For example, if you are creating a phone call activity for all the sales representatives, you can select the phone call activity, and then select The owners of the records that are included in the quick campaign. Each sales representative can then see the activity and take action on it. However, if you are creating a large number of email activities that CRM will perform automatically, you can assign the email activity to yourself instead of the record owners.
Type or modify information in the text boxes in the activity form, and click or tap Next.

Hovertips provide helpful hints about what to enter.
Click or tap Create.

Note

You can't add records to a quick campaign after you create it.