The Complete Marketing Campaign aka Campaigns in Dynamics CRM 2011

Mark Bradman, 16 July 2012

Tracking our series of blogs around the Marketing out-of-the-box functionality of Microsoft Dynamics CRM 2011, we have explored how to run a Quick Campaign (eg. Emailing marketing letters) to every lead from a Trade Show within minutes of returning to the office.

 

Today we start exploring what Microsoft Dynamics CRM offers in relation to a Complete Marketing Effort encompassing multiple media like:

• Phone Calls,
• Letters,
• Appointments,
• Emails
• Etc.

all interwoven with Planning activities like

• budgets,
• actual cost rollups,
• response measure,
• etc

into one Related Campaign 

1. Click
• Marketing on the site map
• Campaigns on the sub-menu 
• New on the ribbon.

 

2. In the General  section of this form, enter relevant fields:

• Name (“Trade Show 2012”) and Currency being the only required fields. 

 

3. While Financial information is not required at this stage, it might be useful to enter those that you might know especially if you’ve run something before:
• Budget Allocated
• Expected Revenue
• Other fields will be rolled up later on calculated from the Actual Activities we add to the Campaign
• Save & Close.

 

4. Let’s now add some activities to the campaign to track specific costs and take specific action:
• The Trade Show itself
• Prizes/Giveaways
• Email resultant Prospects
• Phone Call each Prospect 

 Click:

• Campaign Activity In the Common section on the left navigation area
• Add New Campaign Activity button in the Records group of the List Tools Campaign Activities tab.

Microsoft Dynamics CRM 2011 also allows for full planning activities such as booking venues, printing Marketing Material, etc which we won’t cover these in this example.

 

5. Enter the appropriate information into the Campaign Activity form: • Subject  – Activity Name
• Channel   – Type of Activity:
-  Phone
-  Appointment
- Letter
- Fax
-  Fax via Mail Merge
- Letter via Mail Merge
-  Email via Mail Merge
-  Other 

• Scheduled Start – enter Start Date
• Scheduled End – enter End Date
• click Save & New to continue adding new activities
• click Save & Close after entering the last one.

 

 

 

6. To view our Campaign Activities, click • Marketing on the site map, Campaigns on the sub-menu 
• Select our Campaign “Trade Show 2012”
• Campaign Activities under the Common section of the left navigation area.

  

Remembering the power of the Quick Campaign with one single activity (which we covered over preceding Blogs) you can start to appreciate what might be available to us as we expand on these multiple activities in subsequent blogs.