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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Workflow to create a C...
Customer experience | Sales, Customer Insights,...
Suggested answer

Workflow to create a Campaign Response record for Contacts

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Posted on by MichelleM 257

I was wondering if anyone had any suggestions as to how I can automate creating a campaign response record for a list of contacts?

I can set up an On Demand workflow that will create a new Campaign response record and assign it to the Contact I have selected... but I need to be able to 'pick up' the Source Campaign from somewhere rather than it be a static value.

I did think about setting it to a static value and then bulk editing the Campaign Responses after they were created, but that field becomes locked after it is created.

I also thought maybe if the contacts were all in a Marketing List that was linked to a campaign I could pick it up from there, but of course a Contact can belong to multiple Marketing Lists, and a Marketing List can be linked to multiple Campaigns... so that won't work...

Any suggestions, am I thinking about this the wrong way?

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Workflow to create a Campaign Response record for Contacts

    If it is admin activity, you can set the campaign while running the power automate.

    However if you are building this for a user then you might consider using canvas app too - which can then integrate with D365 and you can then have UI to select contact and campaign and then create campaign responses.

    The field approach on contact is just a tactical one - it can be used if it is on e time activity and then remove the field after usage. However id user are doing this activity then definitely this will confuse them.

  • MichelleM Profile Picture
    MichelleM 257 on at
    RE: Workflow to create a Campaign Response record for Contacts

    Thanks Prateek,

    It's not really dependent on the Contact. Ideally it would 'pick up' the campaign from the Marketing List the Workflow is being applied to.

    I don't believe adding the Campaign to the Contact is the right way to go, as the same contact may be part of a different campaign a short time later.

    I'm not yet familiar with Power Automate (Flow), if I used this method would I be able to prompt the user running the flow to select the campaign they would like to set the Campaign Responses to at the time of running the Flow? If so, that sounds like I need to look into that.

  • MichelleM Profile Picture
    MichelleM 257 on at
    RE: Workflow to create a Campaign Response record for Contacts

    Thanks for your reply Wahaj!

    [quote user="Wahaj Rashid"]

    Hi,

    Thank you for your query.

    What exactly you are trying to achieve?

    You can turn campaign responses from emails automatically:

    Track a marketing campaign response using in-app marketing (Dynamics 365 Sales) | Microsoft Docs

    If you have a different scenario, please describe it.

    [/quote]

    So I'm looking to be able to have an On Demand workflow that a user in our Marketing team can run on a list of Contacts, to generate a Campaign Response for that Contact. These aren't email responses, they are responses generated outside of Dynamics, so they would need to be associated with a specific campaign, but that campaign would differ for every list. It would have been great if it could pick up the campaign from the Marketing list the user is running it on, but I don't think that will be possible.

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Workflow to create a Campaign Response record for Contacts

    Hi Michelle,

    When you say 'pick up' the source campaign - is it dependent on contact or is it something user want to pick at time of running?

    If the campaign is dependent on contact then you can create a custom campaign field on contact. Then create a on demand workflow on contact to create a campaign response with this custom campaign as source campaign.

    If the choice of campaign is user input at time of campaign response creation - you can create a power automate. This flow will first select the campaign based on logic you desire and then create campaign response related to this campaign.

    Thanks,

    PS

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Workflow to create a Campaign Response record for Contacts

    Hi,

    Thank you for your query.

    What exactly you are trying to achieve?

    You can turn campaign responses from emails automatically:

    Track a marketing campaign response using in-app marketing (Dynamics 365 Sales) | Microsoft Docs

    If you have a different scenario, please describe it.

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