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Customer experience | Sales, Customer Insights,...

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Campaigns and Customer Journeys

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Posted on by Community Member

Hi,

What's the standard practive in regards to having a Campaign record in relation to Customer Journeys? Our client would like a campaign hierarchy, with the campaign records showing things like contacts who were contacted, leads generated, opportunities generated etc.

Is the 'Campaign' entity used for this or do most people just do it directly from the Customer Journey records?

What happens for 'Events' where you'd like to track contacts (who were promoted to), sign-ups etc. If you track these just in the 'Event management' module, does this not make it hard for reporting - would a 'campaign' be setup for this too?

Thanks

Nils

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mobeenmohsin on at

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Hi,

Please find the official documents as below:

https://docs.microsoft.com/en-us/dynamics365/marketing/create-simple-customer-journey

https://docs.microsoft.com/en-us/dynamics365/marketing/prepare-marketing-emails

Best Regards,

Mobeen Mohsin

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