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Microsoft Dynamics CRM (Archived)

Understanding how Outlook and CRM for campaigns works

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Posted on by 55

Our company has CRM and Outlook synced. We already track e-mails that we send. With campaigns, I want to be able to use all features. I understand that if I create e-mails as a Campaign Activity and send it to leads through CRM instead of regular Outlook mail, I can keep my marketing lists in that campaign connected to the activity. How exactly do the e-mail responses get tagged? For example, I get a new e-mail as a response e-mail to the campaign activity. What do I need to do to make sure that that e-mail gets tagged under a Campaign Response. Also, does that mean that I should create several Campaign Responses beforehand like, Interested, Contact in the future, Not Interested, etc., correct? Are leads/customers going to be under one umbrella Campaign Response or will each customer/lead have it's own Campaign Response listed even if it's the same response? Thanks!

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  • Suggested answer
    PS Profile Picture
    23,577 on at

    Whenever you receive an email in response to the email sent , it is automatically tracked

    Secondly, on email, you can click on the button 'Promote to response' to capture the response.

    All campaign response forms have got a field called 'Customer' where you can capture either Account or contact or lead

    All campaign response have got a field called 'Response code' with certain values in it like interested, not interested, error etc (this can be changed as per your requirement)

    On email when you click on 'promote to response' by default the response code would be interested

  • Community Member Profile Picture
    on at

    Hi jblackwell,

    Please refer this article for more information on Campaign Responses https://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/01/23/should-we-use-campaign-responses-in-crm-2011.aspx

     

    Vineet N.
    Microsoft Dynamics CRM Support.

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