My last post detailed the ‘Quick Campaign’ tool in Microsoft Dynamics CRM 4.0, where you can distribute a singular marketing effort to a target group. This week I will move onto explaining the features and benefits of the ‘Marketing Campaign’ tool. Each campaign tool is equally as beneficial depending on the type of marketing effort you wish to undertake.
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For a marketer, this tool can be hugely useful. The ‘Marketing Campaign’ represents a complete marketing effort organising all essential details of a campaign in one place. For example, a typical marketing effort may involve scheduling multiple activities such as an email announcement followed by targeted follow-up phone calls.
The Marketing Campaign tool can include the following details:
• Planning Tasks
• Campaign Activities
• Products related to the Campaign
• Sales Literature
• Related Campaigns
• Marketing lists
• Distribution of Campaign Activities
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Creating a Marketing Campaign
As mentioned, these campaigns are used for more complex marketing efforts than a ‘Quick Campaign’. They usually will run for a greater length of time and will distribute information through many different types of activities. The campaign is the vessel for all of the information, tasks and activities you require in managing the campaign.
Here are the Steps to Create a Marketing Campaign:
1. Generate a new campaign record – enter general details like the name of the campaign, the type of campaign and dates.
2. Enter the ‘Planning Tasks’ – the tasks necessary to launch the campaign.
3. Define the ‘Campaign Activities’ – the communications that will occur, what channel these communications will be through and assign the user that will be responsible for this communication.
4. Select a ‘Marketing List’ – the people to receive the communication.
5. Specify ‘Target Products’ – any products that are associated with the campaign (if applicable).
6. Specify ‘Sales Literature’ – any literature that may be helpful to those users responsible for performing the activities.
By containing all of the Campaign information in one place it is easy to track progress; what has already taken place and what is yet to occur. Once the Marketing Campaign is complete you can easily assess the success of the campaign by viewing the campaign responses and running various reports that are available in Dynamics CRM 4.0. More about this coming up in my future posts so stay tuned!