When you create a campaign activity, the marketing lists associated
with the campaign are automatically associated with the activity. As
things change over the course of the campaign, you might decide that
you do not want to distribute a campaign activity to all marketing
lists. For example, suppose you have different activity templates for
different industries, so that you can emphasize different benefits of
your new product to different audiences. In this case, you could
create specific campaign activities for each industry. Or consider the
case in which you need to add another marketing list after a campaign
activity has been set up. If you have additional marketing lists you
would like to add to the campaign, you can automatically add the list
to all pending campaign activities, or you can manually add the list
to specific campaign activities, if you don’t want to associate the
list to all open activities.
In this exercise, you will add and remove marketing lists from a
campaign activity.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise. If you cannot
locate the New Product Advertising campaign in your system, select a
different campaign for this exercise.
-
In the Marketing area, click
Campaigns.
-
Open the New Product
Advertising campaign.
-
In the entity navigation pane, click Target Marketing Lists.
-
On the ribbon, click the Add Existing Marketing List button.
The Look Up Records dialog box appears.
-
In the Look Up Records dialog
box, select a marketing list. If no marketing lists exist, create a new one. Click
OK.
The Select Whether To Include Campaign Activities dialog
box opens.
-
In the dialog box, clear the check box and click OK to indicate that you do not want to
associate the marketing list to the open campaign activities.
-
In the entity navigation pane, click Campaign Activities.
-
Open the New Product Introduction
Email Message campaign activity.
-
In the entity navigation pane, click Target Marketing Lists.
-
On the ribbon, click the Add From Campaign button.
-
Select the new marketing list that you added to the
campaign, and then click OK.
The additional marketing list has now been added to the
campaign activity. When you distribute this campaign activity, the
additional marketing list members will also be included in the
activity.
Tip
Just as you can add a marketing list to a campaign activity,
you can also remove a marketing list. To do so, select one or more
marketing lists and click the Remove button on the ribbon.
