Create or edit a campaign response

Can I do this task?

There are four ways to create new campaign responses in Microsoft Dynamics CRM Online. More information: Understanding Campaign Responses

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. Open the campaign you want to add a campaign response to.
3. Under Details, click Campaign Responses, and then on the Actions toolbar, click New, or open the campaign response that you want to edit.
4. On the Campaign Response tab, enter information or observe any noted restrictions or requirements as needed.
   • Parent Campaign

     This information is automatically entered based on the name of the campaign you selected to add this response to.

   • Response Code

     Select an option from the list that reflects the type of response provided by the customer.

   • Customer

     If an existing customer provided the response, then you can link that customer record to the response. To locate and specify a customer, select a record from a filtered list in the Form Assistant pane, or click Lookup to search for other records. If the customer record does not exist, you can click New to create a new customer record.

   • Outsource Vendor

     You can specify an account or contact as the vendor who provided the response information. To locate and specify an outsource vendor, select a record from a filtered list in the Form Assistant pane, or click Lookup to search for other records or to add a new record.

   • Originating Activity

     You can link the campaign response to an activity, such as a phone call that you or someone else in your organization recorded. To locate and specify an activity, select a record from a filtered list in the Form Assistant pane, or click Lookup to search for other records.

   • Subject

     Type in the subject of the campaign response.

   • Owner

     This box is filled automatically with the name of the user who is creating the record. You can click the Lookup button to search for other records.

5. Click Save or Save and Close.
6. Tip

   You can also create a campaign response from the Activities area. To do this, in the Navigation Pane, click Workplace, and then under My Work, click Activities. On the Actions toolbar, click New and then in the New Activity dialog box, click Campaign Response. If you create a response from this area, you must specify a value for the Parent Campaign.