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Conduct campaign overview

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about selecting a target audience for your campaigns, monitoring and running an active campaign, and processing incoming campaign information.

Select target audience

Process incoming leads

Monitor and achieve campaign

(USA) Add retail online discounts to a campaign

Conduct campaign business process component forms

The following table lists the forms that support the Conduct campaign business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note

Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.

Business process component task

Form name

Usage

Select target audience

All call lists

Use this form to create or view call lists and call list targets.

All campaigns

Use this form to create, maintain, and register the progress of campaigns or to create a campaign call list.

E-mail category

Use this form to set up or view e-mail categories.

E-mail group members

Use this form to assign contact persons, workers, and completed sales units to an active e-mail group.

E-mail groups

Use this form to create or view e-mail groups.

Mailing file

Use this form to create a file for mail merging and address label production.

Mailing file query

Use this form to filter and sort records.

Mailings

Use this form to create or view mailing files or e-mail distribution groups.

 

 

 

Run campaign and manage vendors

All contacts

Use this form to send an e-mail note to a contact person.

All prospects

Use this form to send an e-mail note to a prospect.

Documents

Use this form to attach a document to an e-mail note.

E-mail distribution

Use this form to view all e-mail groups or to perform a bulk e-mailing.

Workers

Use this form to send an e-mail note to a worker.

 

 

 

Process incoming leads

All leads

Use this form to create or view lead records.

Sales and marketing parameters

Use this form to set up default values for lead records.

 

 

 

Monitor and achieve campaign

All activities

Use this form to create activities for campaigns.

All call lists

Use this form to change the status of a call list or call list targets.

All campaigns

Use this form to adjust campaign targets.

Sales and marketing parameters

Use this form to set up the employees who are responsible for campaigns or to change campaign target data.