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A campaign in Dynamics 365 is designed to accomplish a specific result, such as introducing a new product or increasing market share. The main way to accomplish this result is through communicating the benefits of a product or service to people and businesses. Campaigns often include more than one communication method, such as print advertisements, promotional discounts, and direct mail. A campaign is a container for planning tasks, campaign activities, and campaign responses. It has a list of related products, sales literature, and a set of marketing lists of existing or potential customers. Use this information to plan and track the results of a marketing campaign throughout its life.
Marketing automation supports campaign execution through campaign activities that are used to distribute emails, phone calls, and other activities to qualified customers. Each campaign activity can include a set of marketing lists of existing or potential customers. Bulk email can result in responses from customers that are captured in a campaign response record.
If you plan to distribute only one type of activity, such as an email, use a quick campaign. The results of a quick campaign are captured in the quick campaign log.
Campaigns and quick campaigns
Use a campaign or a quick campaign to accomplish the following tasks:
Create campaign activities to communicate with a customer, such as sending an email, a letter, or making a telephone call.
Use marketing lists to distribute the campaign activities. Assemble marketing lists based on certain criteria, such as customers that previously bought a particular product or used a particular service.
Analyze campaign responses to the campaign activities.
The following table compares campaigns and quick campaigns:
| Feature | Campaign | Quick Campaign |
|---|---|---|
| Campaign activities | A campaign can include different marketing activities. Assign some activities, such as tasks, to team members to perform specific tasks, for example, preparing a marketing list or printing sales literature. Distribute other activities, such as emails, faxes, or letters, through multiple campaign activities represented by the campaign activity entity (CampaignActivity). Each campaign activity is used to distribute one type of activity that specifies a recipient: phone call, appointment, letter, letter vial mail merge, fax, fax via mail merge, email, email via mail merge. You can distribute the activities over a period of time and at different times. |
A quick campaign distributes one type of activity that specifies a recipient: phone call, appointment, letter, letter vial mail merge, fax, fax via mail merge, email, email via mail merge. You distribute the activities to recipients at one point in time. |
| Marketing lists | You can distribute a campaign to the members of different marketing lists. Each campaign activity (CampaignActivity) can contain multiple lists. A marketing list contains the records of one type, such as accounts or leads. To distribute a campaign to accounts and leads, you must create two separate marketing lists. |
You can distribute a quick campaign to the members of one marketing list, or to the accounts, contacts, or leads selected by a query. |
| Campaign response | You can capture a reply to a campaign activity in the campaign response (CampaignResponse) and convert it to an opportunity, lead, order, or quote. |
The results of a quick campaign are captured in the quick campaign log (BulkOperationLog). |
| Tables | Use the campaign (Campaign) entity, the campaign activity (CampaignActivity) entity, and the campaign response (CampaignResponse) entity to distribute a campaign. |
Use the bulk operation (quick campaign) (BulkOperation) entity and the bulk operation log (quick campaign log) (BulkOperationLog) entity to distribute a quick campaign. |
| Distribute Activities | Use the DistributeCampaignActivityRequest message to distribute a campaign activity (CampaignActivity) to the members of a marketing list. |
Use the PropagateByExpressionRequest message to distribute an activity, such as email or fax, to the accounts, contacts, or leads selected by the query. Use the CreateActivitiesListRequest message to distribute an activity, such as email or fax, to the members of a marketing list. |
Related information
Quick Campaign (BulkOperation) table
Campaign table
Campaign Activity (CampaignActivity) table
Campaign Response (CampaignResponse) table/entity reference (Microsoft Dynamics 365)
Sample: Distribute a Quick Campaign
Marketing Tables (Campaign, List)
List (Marketing List) Table