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Hi there guys
How can I manage a marketing campaign in Dynamics Marketing?
A customer journey is only part of an overall campaign, how do I track budget for the campaign and costs of actions and expenses against the campaign?
Thanks so much!
Wynand
Hi Wynand,
We can add Campaign entity back to site map area.
Top right gear icon -> advanced settings -> Application(Apps)
Choose Sales Hub and edit it in app designer:
open site map
Drag a subarea to Marketing group
Set it to Entity > Campaign
Finally save and publish the app.
Now Campaign is available for us.
The following page has listed released and planned features of Dynamics Marketing.
https://docs.microsoft.com/en-us/dynamics365/marketing/whats-new-marketing
If you have any thought about product, welcome to submit it to Ideas forum.
Regards,
Clofly
Thanks Clofy!
It would be awesome to know what Microsoft's long term plan is with this capability especially because the old marketing campaign entity was removed from the sitemap and still uses marketing list as apposed to segments. It is definitely required for stand alone sales but a version of this is required for Dynamics Marketing...
Hi Wynand,
As per my understanding, due to we can still use Campaign entity in Sales Hub,
therefore, to associate a campaign record with a customer journey, you could create a lookup field which is based on Customer Journey entity for Campaign entity.
In customer journey, you could use workflow to set cost or expense of each contact or lead, or create opportunity which is originated from this customer journey.
Finally, create some rollup fields to count the total number of related lead, opportunities and total revenue.
The following article gives a tutorial about how to budget with Campaign entity.
http://blog.clickdimensions.com/budgeting-and-the-microsoft-dynamics-campaign-entity/
Regards,
Clofly
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