Key Points

  • Campaign activities allow you to track the campaign-specific communications related to a marketing campaign.

  • You can assign specific marketing lists to a campaign activity. Not all campaign marketing lists need to be used in a campaign activity.

  • When you distribute campaign activities, the activities are created and assigned to customer record owners to be completed.

  • You can choose to send e-mail campaign activities immediately when they are distributed.

  • You can record a campaign response in several ways. In addition to manually creating a campaign response, you can record a response by converting a campaign activity, allow e-mail responses to automatically create campaign activities, or import campaign responses by using the import wizard.

  • Campaign responses can be converted to other Microsoft Dynamics CRM record types, such as leads, accounts, contacts, opportunities, quotes, or orders.

  • Microsoft Dynamics CRM includes several reports that let you view the results of marketing campaigns and campaign activities. Two examples are the Campaign Performance report and the Campaign Activity Status report.

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