Configure in-app marketing settings

Configure the in-app marketing settings to define various aspects of campaigning. For example, you can specify whether you want to create a campaign response automatically when a customer responds to a campaign email.

License and role requirements

License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	System administrator See Predefined security roles for Sales

To configure in-app marketing settings

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

Sales Premium and Sales Enterprise

1. In the Sales Hub app, go to the Change Area and select App Settings.

2. Under Sales Administration, select Marketing settings.

3. Configure the following settings in accordance with your requirements.

   Setting	Description
   Create campaign responses for incoming email	If this option is set to Yes, the app automatically creates a campaign response when an email is received in response to a specific marketing campaign. Note: If a customer sends multiple replies to campaign email, only the first reply is tracked as a campaign response. Default: Yes
   Set "Do Not Send Marketing Material" option when an unsubscribe email is received	If this option is set to Yes, when an unsubscribe email is received, the preference setting for the account, contact, or lead gets updated automatically to not send marketing materials. If this option is set to No, the unsubscribe email will be ignored and the user will continue to get marketing email communications. If you're providing an option to unsubscribe in the campaign emails, we recommend that you set this option to Yes. More information: Let your customers unsubscribe from marketing communications Default: No
   Send acknowledgement to customers when they unsubscribe	If Set "Do Not Send Marketing Material" option when an unsubscribe email is received is set to Yes, you can use this setting to send a response to customers when they unsubscribe.
   Template for Acknowledgement Email	If the previous two options are set to Yes, select an email template to use for responding to customers when they unsubscribe.

4. Save the changes.

Sales Professional

1. From the Sales Professional app, go to Settings > Advanced Settings.
2. Follow the instructions in the System Settings Marketing tab article to open the marketing settings and configure them.

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role.
• 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.

See also

Create a marketing list using in-app marketing
Create or edit a campaign 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