Add a campaign activity to a campaign or campaign template

Can I do this task?

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. Open the campaign or campaign template that you want to add an activity to.
3. Under Details, click Campaign Activities, and then on the Actions toolbar, click New.
4. Select the channel The type of activity in a marketing campaign, such as e-mail or phone call. for the activity that you are creating.
5. In the Type box, select the option that describes the activity.
6. In the Subject box, enter text that describes the activity.

   In the box below, you can add specific details about how to complete the task.

7. If needed, specify a new owner for the record in the Owner box. Click the Lookup button to search for another owner.
8. In the Outsource Vendors box, click the Lookup button to select a vendor that is involved in the activity.
9. In the Scheduled Start and Scheduled End boxes, select the start and end dates for the activity.

   The end date that you select is displayed in the Due Date column in Activities in the Workplace.

10. In the Budget Allocated box, enter the amount designated for the campaign activity.
11. Select the appropriate priority level in the Priority box.
12. Under the Anti-Spam Setting, select the number of days you want to pass before a marketing list member is contacted again.
13. Click Save or Save and Close.

Important

After you create a campaign activity, you must distribute To create campaign activities for each account, contact, or lead in a marketing list associated with a campaign, and then to assign the activities to the specified owners, or to perform the activities automatically (such as sending e-mail messages). the activity. To distribute your new campaign activity, on the Actions toolbar, click Distribute Campaign Activity.

Notes

• You can only distribute mail merge campaign activities to marketing lists that all contain the same type of record. For example, if one marketing list contains accounts Companies that might do business with your organization. and a second marketing list contains leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., the mail merge campaign activity will fail. Create a separate mail merge campaign activity for each group of marketing lists with the same record type.
• Microsoft Dynamics CRM Online applies a date and time stamp to any accounts, contacts, or leads in a marketing list in which you have specified contact restrictions using the Anti-Spam Setting option. You will not be able to distribute activities to these accounts, contacts, or leads for the exact amount of time you have specified.