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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Campaign and Activities
Customer experience | Sales, Customer Insights,...
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Campaign and Activities

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Posted on by MissWizz 5

We're planning to launch a big annual campaign that would include quite a lot of elements including, events, email, digital, PR etc. Is it better to create one campaign in D365 and the add activities to track it or best to set up a separate campaign for each type, i.e email, events etc- using campaign type field.

not sure whats best to track and report on?

Thank you,

Sylwia 

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  • Suggested answer
    Allison.Fierce Profile Picture
    Allison.Fierce 15 on at

    Hi Sylwia,

    I've seen some customers who have several of those kinds of elements all rolling up under one Campaign record when all of those interactions are being interpreted as having added to the same "Return on Investment" value on that main campaign record. So, if my "New Product Announcement" Campaign has a budget of $10,000 and I'm spreading it across 3 events and a series of customer journeys, I would still track all of the contacts who had positive Campaign Responses from any one of those elements against this one "New Product Announcement" campaign. The elements are all dipping into the same budget. These customers didn't necessarily need to know that the ROI was coming from a specific customer journey, just how the campaign overall was doing with the budget provided. It was a great way to grab the relevant information quickly.


    If, however, you want to track those kinds of metrics on just one of those elements or a subset of the elements (maybe just the Emails), then you might consider setting up a few smaller campaign records that target those elements specifically. 

    Hope that helps,

    Allison Fierce

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