Campaign Management in Dynamics 365 Sales allows businesses to run more targeted and personalized marketing campaigns. While on the one hand, they can seamlessly create activities for each marketing campaign. On the other hand, they can effectively track customer response & optimize their resource allocation and costs.
In this blog, let us dive deeper and look at the campaign management feature of Dynamics 365 Sales.
Import Customer Records
With Campaign Management in Dynamics 365 Sales, businesses can easily import their contacts, accounts & leads for carrying out targeted campaigns.
Create Marketing Lists
Businesses can create marketing lists using Campaign Management in Dynamics 365 Sales by grouping their customer records. Moreover, they can do so depending on their target market. Further, businesses can create two types of marketing lists.
Businesses can add and update members manually with a Static list.
Similarly, using a Dynamic list, businesses keep their member list updated based on their search criteria
Create Marketing Campaigns
The campaign Management in Dynamics 365 Sales offers the option of carrying out both standard and quick campaigns. The standard campaigns involve planning, assigning, budget, promotion codes, target products, etc. Moreover, it also includes a vast range of campaign tracking features like multiple marketing lists, reports, etc. On the other hand, by using the quick campaign feature, businesses can automatically distribute single activity to selected customer records or a single marketing list for an immediate result. For instance, running an email campaign for customers from a specific region, etc. In this case, businesses can use the campaign responses to track their quick campaign’s success.
With Campaign Management in Dynamics 365 Sales, businesses can record the responses of the potential customers concerning their marketing campaigns. As a result, they can act on their responses and realign their strategies whenever required.
Following are some crucial features that pave the way for efficient campaign tracking
Campaign activity status
By using this report businesses can track a campaign by analyzing the campaign summary.
Similarly, with the campaign comparison report, businesses can compare different campaigns by identifying the most and least successful ones.
This report enables businesses to track the progress and status of their campaigns.