While the campaign is being executed, you’ll want to have
visibility into the campaign activities and understand the results of the campaign. The speed with which activities
have been closed, the activities that are still open, and the number
of responses received are all very important data points. You might
want to take additional actions based on these data points. For
example, you could create an additional campaign activity for target
members who have not responded, or you could follow up with the
marketing team to ensure that the activities are taking place.
Microsoft Dynamics CRM provides you with several reports you can use
to view the results of marketing campaigns.
In this exercise, you will view the overall results of a
marketing campaign by using the default campaign reports.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise.
-
In the Marketing area, click
Campaigns.
-
Open the New Product
Advertising campaign.
-
On the ribbon, in the Data group, click the Run Report button and select Campaign Performance from the menu.
The Campaign Performance report is run. This report
includes a view that combines information across the campaign
record, including the target marketing lists, sales literature,
related campaigns, planning tasks, campaign activities, campaign
responses, and campaign finance.
Tip
The data in the following examples will reflect the
campaign you have created and will vary depending on the size of
the marketing lists selected. Therefore, you will likely see
different data than the example provided.
In this example, four campaign activities have been created
and three campaign responses have been received. The response rate
is 50 percent.
Note
CLEAN UP Close the Campaign
Performance report.
Viewing Specific Campaign Information
In addition to viewing the results of a marketing campaign,
you might want to view specific information about the status of campaign activities. The Campaign Activity Status report provides information
related to the status of campaign activities.
In this exercise, you will view the status of a campaign
activity by using the Campaign Activity Status report.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise.
-
In the Marketing area,
click Campaigns.
-
Open the New Product
Advertising campaign.
-
In the entity navigation pane, click Campaign Activities.
-
Select the New Product Introduction
Follow-Up Phone Call activity without opening the
record.
-
On the ribbon, in the Data
group, click the Run Report
button, and then click Campaign Activity
Status.
The Select Records dialog box appears. This dialog box
lets you specify whether to run the report for all campaign
activities or only for those that were selected when the
Run Report button was clicked.
-
Click The selected records,
and then click Run Report.
The Campaign Activity Status report appears. Here you
can see information about the campaign activity, including the
status of the distributed campaign activities and assignment by
activity owner.
If you want to see the records that make up the charts in
the report, you can click the Show All link or click the chart
directly to see a list of the specific records.
Note
CLEAN UP Close the Campaign
Activity Status report.
