Chapter 5: Campaign Creation
CHAPTER 5: CAMPAIGN CREATION
Actively participating during this lesson helps you:
• Create a new campaign
• Create a campaign template
• Create tasks and activities associated with a campaign
This lesson examines the process for creating marketing campaigns and
campaign templates in Microsoft® CRM. The lesson also discusses how to create
planning tasks and activities to perform, assign, and track campaign tasks.
Microsoft CRM Marketing Automation
When you run a campaign, there are many details that you must implement and
manage, including campaign dates, budget constraints, marketing lists, sales
literature, and products. For example, you can use Microsoft CRM when you
want to run a new campaign to let your customers know about a forthcoming sale
on certain products. After you create the campaign, you can change the details of
the campaign. For example, if your manager tells you that the shipment of
products for the campaign has been delayed, you can change the start and end
dates to take into account the delay. You can also apply workflow rules to
campaigns to automate campaign processes. For example, you might apply a
workflow rule that automatically assigns any leads generated by a campaign to
specific sales representatives.
When you create a new campaign, some of the information about the campaign is
automatically generated by Microsoft CRM.
• On the General tab, the Campaign Code is generated automatically
after you save the new campaign.
• On the Financials tab, the Total Cost of Campaign Activities and
Total Cost of Campaign are automatically calculated.
• All information on the Administration tab is automatically
generated. The Owner and Modified by boxes are populated with
the current user's name.
Creating a Campaign
Microsoft CRM includes all the elements needed to generate a campaign. When
planning a campaign determine the following:
• Purpose of the campaign