You can use marketing lists to group accounts, contacts, and leads in Microsoft Dynamics CRM and then associate one or more of the lists with each campaign.
Marketing lists link your customers or prospects to your campaign, which is critical when working with and distributing campaign activities. Campaign activities are special activities—such as letters, faxes, and phone calls—within Microsoft Dynamics CRM that are created and associated with campaigns. Campaign activities contain campaign-specific information and must be distributed to create the individual activities for users to perform.
See Also
For more information about working with campaign activities, see Chapter 10.
In this exercise, you will add the Illinois Contacts marketing list from Chapter 8 to the New Product Advertising campaign.
Note
USE the Illinois Contacts marketing list you created in Chapter 8. If you cannot locate the Illinois Contacts marketing list in your system, select a different marketing list for this exercise. You must have at least one marketing list available to associate with the campaign.
BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site, if necessary, before beginning this exercise.
In the Marketing area, click Campaigns.
Open the New Product Advertising campaign record you created in the previous exercise, if it is not already open.
In the left navigation area, click Target Marketing Lists.
In the grid toolbar, click the Add button.
The Look Up Records dialog box opens. The Look For field is automatically set to Marketing List.
Look for the Illinois Contacts list created in Chapter 8, or select another marketing list to add to your campaign.
Tip
You can create a new marketing list directly from the Look Up Records dialog box by clicking the New button. To view additional details about a selected available record, click the Properties button.
See Also
For more information about creating marketing lists, see Chapter 8.
When you have finished selecting the marketing lists you want to add to your campaign, click OK.
You will be prompted to specify whether you want to add the marketing lists to undistributed campaign activities. If you want to add the members of these lists to your campaign activities, leave the box selected.
Click OK to add the selected marketing lists to your campaign.
