When you have created and associated the appropriate marketing
lists with your campaign activities, you have taken the necessary
steps to prepare for the execution of the activity. Then, when you are
ready to execute the campaign activity, you will distribute the
activity. This action will create Microsoft Dynamics CRM activity
records that will exist under the account, contact, or lead records
specified in the target marketing lists.Tip
Most distributed campaign activities are distributed as open activities
that need to be completed. The only exceptions to this rule are
email campaign activities, because you can choose to
automatically send an email when you distribute the email 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.
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In the entity navigation pane, click Campaign Activities.
-
Open the New Product Introduction
Email Message campaign activity.
-
Click the Distribute
Campaign Activity button. The New
E-mails window opens.
Important
The following steps will send an email message to the email addresses for all
members included in the target marketing lists for this
campaign activity. Make sure that your marketing
lists do not include any customer email addresses, so that you
do not send a test message to them!
-
The body text defaults to the text from the Offer field of the parent campaign. Enter a subject and update the body for
your email message. Then click Distribute.
Tip
You can also save time by selecting a predesigned email
template.
The Distribute E-Mail Messages To Target Marketing Lists
dialog box appears. In this dialog box, you can select who will
own the activity by choosing the record owners, yourself, another
user, a team, or a queue. You can also specify whether the email
message should automatically be sent and the corresponding
activity marked as closed when the activity is distributed.
-
Leave the Mark e-mail messages to be
sent and close corresponding e-mail activities check box
selected, and click OK. The email
messages are now sent.
-
In the campaign activity, click Save
and Close.
-
Open the New Product Introduction
Follow-Up Phone Call campaign activity.
-
On the form ribbon, click the Distribute Campaign Activity button.
The New Phone Calls window opens.
-
Enter a subject and a description, and change the due date
to one week in the future.
-
Click Distribute.
The Distribute Phone Calls To Target Marketing Lists
dialog box appears.
-
Under Phone Calls Owner,
select The owners of the records in the
target marketing lists, and then click OK.
You have successfully distributed your campaign activities. The New Product Introduction
email message has been sent, and the New Product Introduction
Follow-Up Phone Call activity has been created. Owners of the
marketing list member records will see the activities in their
activity lists with the due date you entered.
Microsoft Dynamics CRM allows you to create multi-step marketing
campaigns and allows you to record campaign activities in many channels.
When you have distributed the activities, you can view the
activities you created (both the successes and the failures) in the
entity navigation pane of the campaign activity.
