Track a marketing campaign response by using in-app marketing

Record the replies you get from potential customers in response to a specific marketing campaign to make sure your team can act on the responses. Measure the success of specific campaign activities based on cutomer response rates. You can manually create campaign responses or have Dynamics 365 Sales generate them automatically.

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 campaign responses manually

  1. In the site map, select Marketing Lists.

  2. Open a marketing list record, and then in the Campaigns area, open the campaign to which you want to add campaign responses.

  3. On the Related tab, select Campaign Responses.

  4. Select New Campaign Response.

  5. In the New Campaign Response form, add the required information.

  6. Select Save.

Create campaign responses automatically

Prerequisite: Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

Set the Create campaign responses for incoming email option to Yes on the Marketing Settings page.

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 apps such as, the Sales Hub or Sales Professional app.

See also

System Settings dialog box - Marketing tab
Get started with in-app marketing
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
Create or edit a campaign template using in-app marketing