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Marketing Lists / Campaigns - tracking mailers

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Posted on by Microsoft Employee

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 

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  • Suggested answer
    Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: Marketing Lists / Campaigns - tracking mailers

    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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