Work with Quick Campaigns
Although you can print or export the quick campaign list and delete quick campaigns you no longer need, you must select records in other lists to create a new quick campaign.
Caution: Deleting a quick campaign record deletes all of the activities created by the quick campaign, even if those activities were not yet complete.
Create a quick campaign
Can I do this task?
This task requires permissions that are found in all default marketing security roles. More information about specific permissions and performing this task while offline: Marketing Permissions
You can use quick campaigns to create one type of activity for many accounts, contacts, or leads at once.
1. Select the records or list you want to run a quick campaign on, and then start the Create Quick
Campaign Wizard.
From a list of records, including the results of a search You can run a quick campaign from any list of accounts, contacts, or leads. a. Select the record or records for which you want to create a quick campaign. If you want to include all records on the current page or all records on all pages, then skip this step. b. On the Actions toolbar, click Create Quick Campaign , and then click one of the following:
For Selected Records
Select this option if you have selected one or more records in the list.
For All Records on Current Page
Select this option to include all records on the page for the quick campaign activity.
For All Records on All Pages
Select this option to include all records on all pages for the quick campaign activity.
From the Marketing Lists list You can run a quick campaign on one or more marketing lists in the Marketing
Lists list. a.
In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists. b. Select the marketing list or marketing lists for which you want to create a quick campaign. c. On the Actions toolbar, click Create Quick Campaign, and then click For Selected Records.
From a marketing list You can run a quick campaign on the accounts, contacts, or leads in any marketing list. a.
In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists. b. Double-click the marketing list for which you want to create a quick campaign. c. On the Actions toolbar, click Create Quick Campaign.
Notes
4. In the Create Quick Campaign Wizard, follow the instructions to create the quick campaign.
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You cannot add additional records to a quick campaign after you have created it.
In the Create Quick Campaign Wizard, you can select who you want Microsoft Dynamics CRM to assign the activity to and whether Microsoft Dynamics CRM should perform the activity automatically for appropriate activities (such as sending e-mail messages). This choice affects who can see and take action on an activity. For example, if you were creating a phone call activity for all of the sales representatives, you could select the phone call activity, and then select The owners of the
records that are included in the quick campaign. Each sales representative could then see the activity and take action on it. However, if you were creating a large number of e-mail activities that
Microsoft Dynamics CRM would perform automatically, you could assign the e-mail activity to yourself instead of the record owners.
Whether or not some activities are performed automatically depends on an option available to users who have the Organization Settings Write privilege. More information: Manage System Settings
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