Dynamics Community Forum Thread Details

Issue in distributing campaign for leads

Hi,

Facing issue in campaign distribution.

- When use existing marketing list and tried to distribute campaign activity of type email, all the leads are getting excluded automatically from campaign activity destribution which results in no email sent out for that particulat campaign activity.

Can anyone please help here.

Note: Frequency cap (days) is set to 0 under Anti-Spam Settings on campaign activity.

Thanks in Advance.

To find more evidence of the possible root cause(s):

I have created a Marketing List. Then I have added the leads. In a next step I did select the leads.

I went via the Hamburger dots in the menue above the list preview, right hand side.

See associated records

select all.

Quick Campaign: For selected records.

With that I could find the quick campaign record (bulk operations, which is not available to the advanced find (adf).

However you can go via your system settings

System, System Jobs

and then pick the system job of the type workflow's (ActivityPropagation) regarding = quick campaing in old UI form ; in the excuded members section you will get an Error description (for me it was that none of the ootb email address field emailaddress1, emailaddress2, emailaddress3)

yes it ist right to

- Create a lead with e.g. your test email address

- add the lead to the marketing list

- Create a campaign (you may add the marketing list here)

(i would go back to the lead and add the campaign created to the field source campaign)

- Create a campaign activity, e.g. Channel: Email, Type Reseach, add the marketing list(s) if not yet added.

- distribute it

- go to your test email address, and reply.

- this reply should appear in your list of campaing responses (open your campaign, related: campaign responses) if all settings are clear.

- last but not least I did not check the process for opt-outs (or unsubscribes) --> email or bulk email Allow --> not not allow if the customer wants to opt-out or unsubscribe...

don't forget to set up the mailbox correctly and set the System Settings in the Administration (Tab email and Marketing)to rack email settings ...

tab marketing: Create campaign responses for incoming email

tab email: Track emails sent between Dynamics 365 users as two activities

tab email: Enable Send Direct Email Action in Unified Interface for Send Email enabled entities

Maybe this makes sense too...

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