Marketing

Follow a campaign response through the marketing process

In Microsoft Dynamics CRM, campaign responses record the fact that a customer has responded to your marketing efforts. You can use campaign responses to track a potential customer's interest in your products or services.

There are four ways that you can create campaign responses:

Create responses manually.
Convert an existing campaign activity to a campaign response.
Automatically generate responses.
Import campaign responses into Microsoft Dynamics CRM from an external file.

Examples of campaign activities that generate campaign responses include events, e-mail, and telephone calls. For more information about how to create campaign responses, see 4 ways to put campaign responses to work for you.

After you create a campaign response, you can convert each response into any of the following record types:

Account
Contact
Lead (Want to know more? See Follow a lead from creation through closure.)
Quote (associated with an existing account or contact)
Order (associated with an existing account or contact)
Invoice (associated with an existing account or contact)

Converting a campaign response closes it. However, if the customer isn't interested, you can also close the campaign response without converting it into another type of record.

Note

When you close a campaign response without converting it, you can set the status to either Completed or Canceled. Setting the status to Canceled does not automatically update the response code to Not Interested.

The following diagram illustrates the process of creating a campaign response and then converting it into various record types.

Campaign Response Diagram

For step-by-step instructions about how to convert campaign responses to any of these record types, refer to Microsoft Dynamics CRM Help. (You can open Microsoft Dynamics CRM Help by clicking Contents on the Help menu in the Web application.)