Create or edit a campaign using in-app marketing

Article
06/21/2024

Promote your business, expand your reach to new customers, and improve sales by using campaigns in Dynamics 365 Sales. Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.

Add strategic campaign information to your campaign, such as:

Budgets and expenses
Promotion codes
Target products
Marketing collateral, including sales literature
Target marketing lists

Campaigns can include planning activities that you want to perform before you launch the campaign, and other campaign activities that you want to manage as part of the campaign. More information: Add an activity to a campaign using in-app marketing

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	Any primary sales role, such as salesperson or sales manager More information: Primary sales roles

Create or edit a campaign

Note

The number of campaign emails you can send in a day depends on your organization's limit for outgoing emails from Exchange.
The average time for distributing a campaign activity to 100,000 members is 24 hours. For larger campaigns and faster activity distribution, use Dynamics 365 Marketing. For more information, go to Dynamics 365 Marketing documentation.

In the site map, select Marketing Lists.
Open a marketing list record, and then in the Campaigns area, select New Campaign. To edit an existing campaign, open a campaign from the list.

Note

Alternatively, you can create a campaign from the Campaigns area in the Sales Hub site map. Select New to create a new campaign or select an existing campaign to edit.
In the Campaign section, enter the campaign details such as, name, type, and the expected response rate.
In the Schedules section, enter the proposed and actual start and end dates of the campaign.
Go to the Details tab and enter the Allocated Budget and Misc. Cost of the campaign. Actual cost is automatically calculated based on the the value of Actual cost of all activities related to the campaign. Total cost is the sum of Actual cost and Misc. Cost.
Select Save.
In the Timeline section, add activities to track conversations in the planning phase of the campaign. More information: Use timeline
To add a marketing list to the campaign, go to the Marketing Lists section, select vertical ellipses, and then select Add Existing Marketing List. In the Lookup Records panel, find and select a marketing list.
To create planning and campaign activities for your campaign, for example, identifying advertising channels or prepare campaign communications to send to the members on the marketing lists, see Add an activity to a campaign using in-app marketing.

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Create a marketing list using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Add a marketing list, sales literature, or product to a campaign using in-app marketing
Track a marketing campaign response using in-app marketing