Book Image

Microsoft Dynamics CRM 2013 Marketing Automation

By : Alok Singh, Sandeep Chanda
Book Image

Microsoft Dynamics CRM 2013 Marketing Automation

By: Alok Singh, Sandeep Chanda

Overview of this book

<p>This practical guide offers you a clear business perspective of Microsoft Dynamics CRM 2013 and helps to make your marketing efforts more profitable. The book is organized into six chapters with the intent of helping you become an effective marketer. Beginning with an introduction to marketing concepts in Microsoft Dynamics CRM 2013, you will learn about marketing lead funnel and the concept of targeted and customer-centric marketing lists.</p> <p>You will be able to plan, create, and execute marketing campaigns in Microsoft Dynamics CRM 2013. You will then move on to capturing and managing the campaign responses to measure the campaign performance. You will use CRM analytics and dashboards to manage your marketing goals. Finally, you will learn to enhance the capabilities of your campaign using third-party tools. In short, you will be guided in every phase of your marketing efforts.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2013 Marketing Automation
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Creating the campaign


Campaign creation is the first step in Microsoft Dynamics CRM 2013 campaign management. This step involves populating preliminary campaign information such as the name, currency, type of campaign, offers, and budget and then saving the campaign record.

The following is the list of campaign fields to be specified for the creation of a campaign:

  • Name: This is used to specify the name of the campaign (*required).

  • Currency: This is used to choose currency for the campaign, which applies to the cost and budget fields (*required).

  • Campaign Type: This field takes one of the following types:

    • Advertisement

    • Direct Marketing

    • Co-Branding

    • Event

    • Others

  • Expected Response (%): The marketer can specify the response expected in percentage, which shows the expected percentage of the target audience who will respond to the campaign.

  • Proposed Start and Proposed End: These are the proposed start and end dates for the campaign. They are critical to a campaign, as some of the offers might...