Notes
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
Managing Campaign Activities and Planning Tasks
Using Microsoft Dynamics CRM, you can create and track the various planning tasks and campaign activities that you have to complete for your marketing campaign to be successful.
Examples of planning tasks and campaign activities
For a new product launch campaign, examples of planning tasks might include "Identify collateral pieces to be created" and "Review advertising copy."
Campaign activities form the central part of your campaign, and can include a range of Microsoft
Dynamics CRM activities, such as phone calls, letters via mail merge, or an e-mail blast.
Including campaign-specific information in campaign activities
You can specify the campaign activity's priority and the amount of budget your organization wants to allocate to the activity. For example, if you have created a letter activity, the budget might include the cost of paper, printing, envelopes, and postage.
This information can help you determine the overall value of your campaign. When the activity has been completed, you can update the campaign activity record with the actual costs, which can help guide you in planning future campaign activities.
Distributing campaign activities
After you have created a campaign activity, you can distribute it if you have a marketing list associated with the campaign. Each person in your organization to whom the activity was assigned can then complete the activity.
For example, if you want your sales staff to personally contact each of their customers on the marketing list and invite them to your opening night, you can create a phone call campaign activity and distribute it. When you distribute an activity, you can designate who should complete the activity. For email activities, you can also choose to send the e-mail messages automatically.
Note
Fax, letter, and e-mail campaign activities that take advantage of the mail merge feature can be completed only by using Microsoft Dynamics CRM for Outlook.
328 Microsoft Dynamics CRM 4.0 User’s Guide
