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Link Marketing Campaigns Activities to Account

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Posted on by Community Member Microsoft Employee

Hi everyone!

I have a Marketing campaign with some activities like first phase, second phase etc..

I need to see from account or leads a box with the marketing campaign activities to select the appropriate phase.

Is it possible?

Thank you

Regards 3036.0844.Capture.PNG

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Community Member Microsoft Employee on at

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RE: Link Marketing Campaigns Activities to Account

Thank you!!all clear!

Regards
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Christian Abeln on at

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RE: Link Marketing Campaigns Activities to Account

Hello!

Just found this questions and even though it has been raised some time back let me give you my thoughts on this.

The CampaignActivity in Dynamics 365 classic is used with Campaigns in order to generate activities like emails, phone calls, etc. for the audience of the Campaign. The audience is defined by Marketing Lists in the campaign.

For your scenario of marketing through stages you could implement the following:

1. Define one marketing lists for each of your "stages", Stage1, Stage2, Stage3 and add those to your campaign

2. Create one separate campaign Activity for each stage and assure that only the respective marketing lists for each stage is assigned to each campaign activity

3. The user distributes the campaign activities at the time when it is appropriate

With the classic marketing object in Dynamics 365 you do not have option for automation.

But please take a look at the new application Dynamics 365 for Marketing (Documentation)!

You will find superior segmentation and automation options. With that tool you can define multi-stage automated customer journeys, which route your audience through different paths and stages of communication based on their responses, subscription activities, event registrations and participations, while respecting consent and other compliant marketing capabilities.