Microsoft Dynamics 365 provides the Campaign feature which can be used to organize your project for marketing over a period of time. Campaigns were designed to assist you to keep track of your revenue and investment with each campaign. It also tells you how effective your efforts and strategies are by tracking the ongoing and previous projects.
What are the Quick Campaigns?
Quick Campaigns are the single campaign activity toward a targeted audience or for a targeted projects. You can track the success of a quick campaign through the campaign response, and convert the response to orders, leads or opportunities. Using a quick campaign in Microsoft Dynamics 365, you can send an e-mail to an individual or audience who are interested in your specific product or service.
Quick Campaigns VS. Campaign:
Unlike the campaign, a quick campaign can be created from a marketing list which is a single activity to a distribution list. The created activity can be targeted for to a single individual, a team manager, owners of the customer record or save to a queue. Here are some key differences between Quick Campaigns and Campaigns:
Quick Campaigns
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Campaigns |
· Single activity type
· One targeted list of consumers · Fast execution · No built-in metrics · No templates · Uses email templates · Fast learning curve
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· Long duration
· Targets multiple or all customers · Associates with price, products, and sales · Built-in metrics · It has its own templates · Also, uses email templates · Supports planning |
Creating a Quick Campain in Dynamics 365:
There are two available options to create a Quick Campaign. One is from the marketing list and another is from a list of records.
- Using the Marketing list:
o Open the navigation bar and click on Sales or Marketing area,
o Select Marketing Lists,
o Choose the list you want to distribute on your Campaign,
o Click Create Quick Campaign from the command bar,
o Follow the steps of Quick Campaign setup wizard.
- Using the list of records:
o Open the navigation bar and click on Sales or Marketing area,
o Select Sales and navigate to the list of contacts, leads or accounts,
o Highlight the record you want to add to your campaign,
o Click for more options icon (…) and click Quick Campaign,
o Select the appropriate option to set the Quick Campaign on Live.
Advantages of Quick Campaign:
- Microsoft Dynamics 365 Quick Campaign allows you to keep track on an individual buyer or a specific team. So, you can provide the best solution for their needs.
- The quick campaign allows you to stay up to date with clients, which can improve the Customer Relationship with your services. Which also makes your business more profitable and less stress.
- Quick Campaign can be used to set an estimated goal for a particular group of people, which can assist you to reach the upcoming goals.
The quick campaign is an excellent feature of Microsoft Dynamics that can be used to increase the productivity of your business and a better Customer Relationship Management team.