Marketing Lists / Campaigns - tracking mailers

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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

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MihirShah 4,038 on at

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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

docs.microsoft.com/.../get-started-with-app-marketing-sales

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