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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quick Campaigns in MS ...
Microsoft Dynamics CRM (Archived)

Quick Campaigns in MS Dynamics 2013

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Posted on by kerryburn

Hi guys

I have started to use the quick campaign functionality in MS Dynamics and all is well, the only thing that I am unsure of is that when a campaign is run, for example an email merge, the activities appear within the campaign itself but the activities feed per contact (in this case they are leads) are blank?

My assumption is that the contact record would be updated so that if someone looks at a contact they could see that a note had been sent and not have to refer to the quick campaign itself? 

Can someone confirm or guide me in the set up or customizations I may need to invoke?  I cant imagine it is a difficult one?

Kerry 

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  • Community Member Profile Picture
    Community Member on at

    Hi Kerry,

    When you set up a quick campaign, what your doing is sending (and creating) multiple different activities at one time, these activities will be available through the Quick Campaign itself, and also the contact records associated to the marketing list that you created your Quick Campaign from.

    I've run through two examples where I have created one Marketing List of Contacts, created Quick Campaigns of the letter & email activity types and completed the Quick Campaign Wizard. I could access the activities via the Quick Campaign but also my Contacts on their forms under 'Activities'.

    I hope that helps,

    Kind regards

    Sarah

  • kerryburn Profile Picture
    kerryburn on at

    Hi Sarah

    Many thanks for the reply, that is the issue, basically the activities are not showing up for the contacts, they appear in the campaign itself but on in the records, would the fact they are leads make any difference?

    Thanks in advance

    Kerry

  • Community Member Profile Picture
    Community Member on at

    When you distribute your Campaign (or Quick Campaign) activities, they should show up as regular activities under the relevant records (Leads or Contacts for example).

    If they are sent emails, these would show up as closed activities (aka history), whereas something like Phone Call records would show up as open activities until they are completed.

    You won't see any Notes, since activities and Notes are separate things (I realise some so-called CRM systems have no distinction between a record of an activity or customer interaction and a generic note written about them). You  should see that the record has been updated because the platform will modify the "Last Date included in a Campaign" on the related records (this can then be used to filter out records so you do not contact them too frequently if you choose to).

  • kerryburn Profile Picture
    kerryburn on at

    Adam,

    It does help, basically there is no activity showing in the contact record for the lead which is part of the marketing list, but the activity is showing in the campaign itself??

    Understand the distinction between notes and activities, basically I am hoping to see a completed activity per contact record so that my sales team can quickly see what has happened with a pursuit!

    Thanks in advance if you can help with the answer!

    Kerry  

  • Community Member Profile Picture
    Community Member on at

    The activities will show up against the Leads, not Contacts.

    Marketing Lists have not changed since CRM 2011. In that version, out of the box, Leads were more clearly defined as preceding Contacts and Accounts (and their related Opportunities). You had a Lead, you Qualified it and the Lead was now closed and you moved forward using a Contact (and/or Account) record. Those new records have an "originating Lead" field which is filled in during the qualification process, and this is used so that when you view Activities for the Account or Contact it also includes those from the Lead it started out as.

    However, with the slightly modified approach now, some people choose to use Leads to represent a possible Opportunity for an existing Contact or Account. But the Account or Contact did not *originate* from that Lead, so that lookup is not filled in and the activities will only show up against the Lead itself.

    It sounds like you really need to just use the Contacts directly in your Marketing list, which also ensures you are honouring any marketing preferences or opt-outs that they have specified.

    You could look for Contacts that have associated open Leads as part of your query used when building the list, to only include those, and not all Contacts, of course.

  • kerryburn Profile Picture
    kerryburn on at

    Adam,

    Thanks for the detailed reply, yes we use the leads to contacts / opportunities / accounts process and as you state there are activities that should be showing against the lead records.  They are not showing

    You can see below the related activities report below: -

    And if you look at the record itself

    Hopefully this might help sheds some light!

    Kerry 

  • bjvista Profile Picture
    bjvista 120 on at

    Kerry,

    You're not going crazy.  I have the exact same issue too.  We created a quick campaign from a marketing list containing leads.  We sent out a few hundred emails all of which show up in activities in the quick campaign.  But if you go to anyone of those leads from that quick campaign there are no activities showing (open,closed,etc).  Under that lead under Marketing Information it says "Last Campaign Date" and shows the correct date so it was definitely part of the quick campaign, but no activities.  I hope someone has an answer.

  • Community Member Profile Picture
    Community Member on at

    I have this problem too and I am using contacts, not leads, in my marketing lists, but no activities are being logged at the contact level. Did anyone ever address this issue?

  • Community Member Profile Picture
    Community Member on at

    We've just started to look at this as we are implementing Dynamics 2015 - from what I can see it depends on the query/criteria you're using on the contact form to view that information.  if you create a quick campaign it sets the regarding value to the quick campaign and not the name of the contact that is a part of the quick campaign - your activities sub grid is probably set to show all activities regarding the contact name - so you need to modify that accordingly.

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