Dynamics 365 In-App : Campaigns vs Quick Campaigns

1. Import your Contacts / Accounts & Leads and Add them to Marketing Lists

The first step in marketing effectively to your audience is, you guessed it! Adding them into Microsoft Dynamics 365. You can then segment or group your leads and contacts into marketing lists.

Your marketing list is the core of running a successful marketing campaign. It can include any one type of customer record, such as leads, accounts, or contacts.

You can create two types of marketing lists:

• Static: Use a static list if you prefer to add and update members manually.
• Dynamic: Use a dynamic marketing list if you want the list to return a list of members dynamically when needed, based on search criteria you set. For example, if you want to run a campaign to members of a specific city, use a dynamic list. A dynamic marketing list retrieves the updated list of members each time you open the list, create a quick campaign from the list, or distribute a campaign activity for a campaign associated with the list.

Importing contacts is easy with Import Templates available to download directly from the In-App Leads or Contacts pages. Supported file types: XML Spreadsheet 2003 (.xml), .csv, .txt, .xlsx, and .zip

2. Understanding the difference between a Campaign and a Quick Campaign

In Microsoft Dynamics 365, use standard campaigns to manage the end-to-end process of a complete marketing campaign, like managing campaign and planning activities, distributing the activities to other team members, and tracking how the campaign did. Campaigns include extensive tracking features, including detailed information, reports, and multiple marketing lists.

In contrast to standard campaigns, use quick campaigns to automatically distribute a single activity to selected accounts, contacts, or leads, or to a single marketing list. The effects of a quick campaign are immediate.

Campaigns

Promote your business, expand your reach to new customers, and improve sales by using campaigns in Microsoft Dynamics 365. Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.

Add strategic campaign information to your campaign, such as:

• Budgets and expenses
• Promotion codes
• Target products
• Marketing collateral, including sales literature
• Target marketing lists

Campaigns can include whatever planning activities you want to perform before you launch the campaign, and also the campaign activities you want to manage as part of the campaign.

Quick Campaigns

Send an e-mail blast to customers who fit a specific demographic, a mail campaign to clients in a specific region, or perhaps a phone call campaign to previous buyers of a particular product by using a quick campaign in Microsoft Dynamics 365.

A quick campaign is a single campaign activity geared toward a targeted audience. Track the success of your quick campaign through campaign responses, and convert the positive responses into new leads, quotes, orders, or opportunities.

Note: If you need to perform more than one activity for your campaign, such as an email blast and a mailing, create a new campaign instead.