Hi
I used Salesforce before we purchased Dynamics so just trying to get my head around this.
Send out a lot of physical mailers and need to track them. What is the process?
Add as a lead
Create Marketing List
Create and add to a Campaign ??
How do I track these? Need to put a activity against the Marketing list to remind my colleague in 2 weeks time to call the recipient , could be between 1 - 300 per mailers. We need to log the responses and that a call has been made and if any meeting has been arranged.
Can anyone help?
Thanks
Are you using the Sales - In App marketing ? If so the below may be helpful.
Here are some steps you can follow -
1. You would create Marketing list. Separate list for Leads and Contacts.
2. Create a Campaign (Quick campaign will also work)
3. Add the marketing list/s to the Campaign
4. Add Campaign activities such as send mailers, phone calls etc.
4. Once the campaign is complete enter the campaign actual complete date
5. Create a workflow to create an task activity for the user / team to do follow-up with due date of the task set as 2 weeks from the campaign complete date.
6. The user will call the leads / contacts and log the Phone Call.
and set the call regarding the campaign.
7. If there is a meeting the user can create the meeting
8. Also user will add the Campaign response to the Campaign with the details as needed
You can do more configuration / customization in addition to the above.
Here is a link to the Sales - In-app marketing docs
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