[Applies to: Microsoft Dynamics CRM 4.0]
For a new product launch campaign, examples of planning tasks might include "Identify collateral pieces to be created" and "Review advertising copy."
Campaign activities form the central part of your campaign, and can include a range of Microsoft Dynamics CRM Online activities, such as phone calls, letters via mail merge, or an e-mail blast.
You can specify the campaign activity's priority and the amount of budget your organization wants to allocate to the activity. For example, if you have created a letter activity, the budget might include the cost of paper, printing, envelopes, and postage.
This information can help you determine the overall value of your campaign. When the activity has been completed, you can update the campaign activity record with the actual costs, which can help guide you in planning future campaign activities.
After you have created a campaign activity, you can distribute it if you have a marketing list associated with the campaign. Each person in your organization to whom the activity was assigned can then complete the activity.
For example, if you want your sales staff to personally contact each of their customers on the marketing list and invite them to your opening night, you can create a phone call campaign activity and distribute it. When you distribute an activity, you can designate who should complete the activity. For e-mail activities, you can also choose to send the e-mail messages automatically.
Fax, letter, and e-mail campaign activities that take advantage of the mail merge feature can be completed only by using Microsoft Dynamics CRM Online for Outlook.