Module 7: Campaigns Module Overview: Objectives

MODULE 7: CAMPAIGNS
Module Overview
Spending millions on a marketing campaign is easy; measuring its success is more
challenging.
The Campaign functionality in Microsoft Dynamics® AX helps you:
• Segment the audience by meaningful profiles to refine marketing

messages.
• Execute campaigns.
• Track responses.
• Automatically send the appropriate literature to all targets.
Expenses related to the campaign are stored in the Campaigns form. This enables
marketing personnel to review expenses and sales. You can view all activities,
expenses, and business relations in one collected framework.
To succeed with marketing campaigns, you must:
• Analyze past campaigns across all marketing channels.

• Segment the market correctly.
• Generate and import targeted business relation lists.
• Analyze campaign costs and return on investment (ROI).
Objectives
The objectives are:
• Create and maintain campaigns.

• Distribute campaign responsibilities.
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Sales and Marketing in Microsoft Dynamics® AX 2012
Scenario
This scenario describes how a company may use marketing campaigns in
Microsoft Dynamics AX.
You are responsible for a product quality campaign which requires feedback on
the latest product. For this campaign, you plan the following:
• Select 100 prospects that have recently purchased the product as

campaign targets.
• Select your best and most loyal customers who can provide the
feedback you want and who are not irritated by email requests for
their time.
• Arrange for the 100 prospects to receive an email asking them to
participate in a questionnaire on your webpage.
• Include the URL, web user name, and password in the email.
• Budget your time for campaign-related activities to 100 hours .
• Create a project to manage employees' time and other costs to the
campaign.
• Consider creating a mailing list that sends campaign targets the
results of the questionnaire when the campaign ends. You leave this
decision to Sales Management.
Now all that remains is the final analysis of responses and the campaign process
before relaying your findings to Quality and Sales and Marketing.
Campaign Maintenance
There are multiple setup forms for campaigns in the Sales and Marketing module.
Although the campaign setup forms are optional for the Sales and Marketing
module, it is useful to enter as much sales and marketing campaign information as
possible in these forms to make daily tasks more efficient.
Marketing Campaign Setup
To open the campaign setup forms, click Sales and marketing > Setup >
Campaigns, then select one of the following forms:
Setup Form Description

Campaign group The campaign can be divided into groups.
These are set up in this form. Examples of
groups include Marketing, Quotations, Sales,
and Meetings.
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Module 7: Campaigns
Campaign process The stages for the campaign process are
defined on this form as guidelines for the
workers of the campaign. A campaign can be
used to distribute information by using mass
email messages, or to collect feedback with
questionnaires. At least one stage should
include an analysis, which leads to a follow up
or provides a go-forward plan.
Campaign target The campaign targets are specified in this
form. Examples of targets include customers,
vendors, prospects, and leads. The target table
lists the possible target group for the
campaign and does not affect who receives
campaign-related material. This is
administered through mailing lists and email
groups.
Campaign types Each campaign must have a campaign type,
which is defined in this setup form. The type
categorizes all campaigns in a very broad
sense. Examples of types include Internal,
Branding, Special Sales, December Sales, New
Markets, and External. Campaign types
depend on a company's business procedures,
definitions, and wants associated with sales
and marketing.
Email template You can define and set up templates for email
in this form. Define a unique name for the
template by using the Name field such as
New Market. Type the Subject of the email.
You can type template text for an email in the
Text field on the Template FastTab. By
including variables such as %PERSONNAME%
you can include template variables in the text.
Media types The various kinds of media used to
communicate market information are defined
here. Some businesses use telephony whereas
other businesses use large advertisements in
business-related magazines or in the daily
newspapers. Other businesses use direct mail.
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Reason canceled If the campaign is canceled, the reason for
cancellations is defined here. Examples include
Low Response, No Response, Expenses, Lack of
Time, and Competition. The values are
reflected in the graphs and reports over the
canceled campaigns for analysis.
To create entries in the campaign setup forms, open a campaign setup form and
then click New to create a new record. The second column is the Description
column and is optional. The two exceptions to the standard campaign forms are
the Email templates form and the Campaign process form.
Email template form: Click New to create a new email template. Type a Subject
to help describe the template. Expand the Template FastTab to create the
template for the email. The bottom of the form shows the variables that can be
used in the text to make creating the email messages from the template easier.
FIGURE 7.1 EMAIL TEMPLATE FORM
Campaign process form: Each company has unique processes for marketing,
leads, and sales. In Sales and Marketing, you can define and implement these
processes by creating guidelines. You can create activities, and then integrate
them into each step of the process for marketing, leads, and sales. You can require
workers to complete each step of the process before they can proceed to the next
step. By making certain activities required, you guarantee that all the necessary
steps are taken when a process is completed.
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Module 7: Campaigns
Activities and the processes that you develop can also be attached to
responsibilities. If you create responsibilities, whenever a new process is created
for marketing, leads, or sales, the owner of the responsibility is automatically
added to the process. The owner of the process does not have to be the same
worker who created the process. Click New in the Campaign process form to
create a new campaign process.
FIGURE 7.2 CAMPAIGN PROCESS FORM
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Default Campaign Values
In addition to the values that are defined in the setup forms, you can predefine
default values when a new campaign is created by using the Campaigns tab of
the Sales and marketing parameters form. To select default campaign setup
parameters, click Sales and marketing > Setup > Sales and marketing
parameters > Campaigns.
FIGURE 7.3 PARAMETERS FORM CAMPAIGNS TAB
The Status, Type, Group, and Target fields contain default values for the
respective fields. The Type, Group, and Target values refer to the setup forms.
The setup forms must be defined before the default values are determined.
The expiry date of the campaign can be set to a fixed number of days after you
create the campaign and is set in the Days campaign expires field.
The value in the Days before follow-up field defines when a follow-up activity is
to be created. This value is the number of days before the expiration of a
campaign.
The default values for campaign websites are set up on this tab. The User ID field
refers to the web users who are set up in Microsoft Dynamics AX and their
permissions.
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Module 7: Campaigns
Specify the default website in the Site ID field by selecting the website; click the
icon to the right side of the field to see the available sites. The values refer to the
Administration of web sites form, where an administrator can set up and
maintain websites from Microsoft Dynamics AX.
Default Campaign Activities
You can automatically generate a follow-up activity when a campaign expires to

make sure that the employee responsible for the campaign initiates an action. The
default values for the activity's Category, Phase, Type, and Purpose fields are set
in the Sales and marketing parameters form on the Activities tab.
To set the default campaign activities follow these steps:
1. Click Sales and marketing > Setup > Sales and marketing
parameters.
2. Click the Activities tab.
3. In the Campaign default activity field group, enter the default
values.
4. In the Campaign target default activity field group, enter the
default values.
FIGURE 7.4 SALES AND MARKETING PARAMETERS FORM - ACTIVITIES
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Example scenario: A campaign is created on Tuesday, October 4, 2011 with a
Days before follow-up value of 3 and the Days campaign expires value of 21.
The campaign ends on Monday, October 24, 2011, (21 days later). An activity is
created for the campaign responsible person, reminding the person of the
campaign's end date (which is three days before the expiration date) on Friday,
April 21, 2011.
Note that the 21 days include the starting day as one day.
The activities Category, Type, Purpose, and Phase are defined from default
values. If the activity category is a Task or an Appointment, the activity is
synchronized with the salesperson's Microsoft® Outlook® calendar.
Creating Campaigns
Campaigns can be created as parent campaigns or as subcampaigns to a parent

campaign.
Create subcampaigns to distribute tasks and media types in a hierarchy of

campaign elements that belong together under a parent campaign. For example,
a large-scale advertisement campaign may have several subcampaigns defined,
depending on the geographical location, start dates, or media types.
When you create a new campaign, a dialog box appears where you define some
parameters of the campaign.
To create a campaign follow these steps:
1. Click Sales and marketing > Common > Campaigns > All
campaigns.
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Module 7: Campaigns
2. On the Action Pane, click Campaign. If you want to copy an existing
campaign, and then change it, click Copy campaign on the Action
Pane. If you want to add a subcampaign to a campaign that supports
subcampaigns, highlight and existing campaign in the All campaigns
list page and then click Subcampaigns on the Action Pane.
Subcampaign is disabled unless the campaign was created by using a
subcampaign ID format as is explained in this topic. After you click
Campaign on the Action Pane, the New campaign form opens.
FIGURE 7.5 NEW CAMPAIGN FORM
Options in the Create Campaign Dialog Box
• Enter the campaign Status, Type, Group, and Target in the

appropriate fields. Note that the Type, Group, and Target fields refer
to the setup forms and can be preset with default values. Campaign
status selections are discussed in more detail later in this lesson.
• Create the Campaign ID using alphanumeric characters. It can
contain 10 characters.
• Enter a name in the Name field at any time.
• Select a Questionnaire from a list.
• Select the campaign Start date.
• Select the campaign End date.
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• Create a subcampaign ID format. The Subcampaign ID format field
refers to the numbering conventions with regard to subcampaigns.
You cannot create subcampaigns for the campaign without specifying
a format. The format can use a fixed character such as a dash (-), a
slash (/), or any other character. The format must include a hash
character (#) to indicate where the subcampaign's unique ID number
is put. Defining more than one hash character (##) gives surplus "0"
characters. For example, "##1" gives you "001."
a. All subcampaigns use the characters in the campaign ID, which
can limit the number of subcampaign hierarchies and
subcampaigns. A "-##" format definition takes three character
spaces.
b. Defining a format of -## provides 99 sub-campaigns numbered
from 01 to 99; 100 cannot be used.
Example: Campaign Numbering
• Campaign number 9004 has the following format: -##.

• Campaign 9004's subcampaign number is 9004-01. This indicates the
parent campaign (9004) and the subcampaign (-01).
• If the subcampaign (9004-01) requires its own subcampaign, specify a
format for that subcampaign (9004-01). The same format can be
used; -## or another can be specified.
Generally, it is not a good idea to mix numbering formats.
The result is shown in the following diagram. The main campaign (9004) has one
subcampaign (9004-01). The subcampaign (9004-01) has two subcampaigns of its
own (9004-01-01 and 9004-01-02).
FIGURE 7.6 CAMPAIGN NUMBER FORMATTING
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Module 7: Campaigns
Campaign Status
To view the campaign categorizations for which a salesperson is responsible,

group the campaigns by their status.
The campaign status refers to the active campaign's present placement in a

campaign timeline:
• From conception
• To planning
• Through execution and final closing
The following diagram shows this concept. Status categories are depicted in time
blocks of a campaign. A campaign can be canceled at any point. This is why the
canceled stage is across the top.
FIGURE 7.7 CAMPAIGN STAGE
The campaign status defines the status of the active campaign. The six predefined
campaign stages are as follows:
Campaign status Description

Planning Campaign has not yet started, and activity
planning is assumed to be conducted.
In process Activities of the campaign have started and
are running.
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Campaign status Description
Response Campaign is broadcast, and responses are
expected.
Follow-up Campaign is over, but the responses from the
campaign must be acted upon.
Closed Campaign is closed, usually after the
campaign has run its course.
Canceled Campaign is canceled by the employee,
usually before the campaign is set to end.
The campaign changes statuses in the following ways:
• From a direct action, such as the salesperson clicking Status and

selecting a new status.
• When a salesperson conducts activities that change the status, such as
broadcasting a campaign. This automatically alters the campaign
status to Response.
To change a campaign status in the Campaign form, click Change status on the
Action Pane.
Campaign Notes
Notes can be entered about the campaign in multiple ways:
• In the Campaign form, click the Notes FastTab to enter information

about Targets, Target groups, and Notes (summaries). The three
fields are free text. This makes statistical analysis based on these notes
challenging.
• In the Campaign form, click Attachments > New > Note to open
the Documents form.
Use the Attachments form to attach other kinds of documents to the campaign
by clicking New in the Attachment form and then select the type of document.
Selecting Targets for Your Campaign
All campaigns are targeted to a specific audience. When the campaign is created,
the target audience is selected.
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Module 7: Campaigns
Very few campaigns are sent to everyone the company knows, partly because too
many campaigns are considered annoying and are ignored, partly because they
can be costly, and partly because relevant analysis is difficult. A small, well-
planned, narrowly targeted campaign for specific audiences that contains
information with a high relevance may succeed better than sending a brochure to
all the company's business relations.
To find targets for a campaign, follow these steps:
campaigns.
2. On the Action Pane, click Campaign to create a new campaign, or
highlight an existing campaign in the All campaign list pages and
then click Edit to change the existing campaign.
3. In the Campaign form, click the Targets FastTab to add targets to
the campaign.
4. On the Action Pane, click the Target tab.
5. Select the appropriate Action button.
Create Email Group
This option creates an email group based on targets in the Targets FastTab
regardless of whether they have a registered email address. Create a unique name
for the new Email group, define a Category, and choose an Email group copy
type for email sent to targets. The following options are available:
• None
• To
• Cc
• Bcc (Blind copy to)
The Create email group option does not send or generate any email, it only
creates an email group.
The email addresses of targets in the email group are automatically updated when
an email address is updated in the Contacts form.
Note: You can create an email group based on filters in the Targets FastTab.
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Mail Merge File
This option creates a file with the mailing addresses of the selected targets in the
Targets FastTab. The file must have a name and use a .doc, .xls, or .txt extension
for mail merging.
• The mail merge file can be used as an address file when merging
documents for the targets.
• The company creating the mailing merge file does not have to merge
the documents.
• The mail merge file can be created in the Accounts Receivable
department and sent to the Marketing department for processing. It
can be merged into company standard marketing material or passed
to external vendors, such as marketing or PR companies, for mass
marketing documents.
Call List
This option creates a call list based on the targets in the Targets tab for
telemarketing. If a questionnaire is attached to the campaign, it follows to the call
list. If you open the Telemarketing form, the call list description is the same as
the campaign name. Refer to the Telemarketing module of this training for more
information about the procedures involved.
Broadcasting a Campaign
There are several ways to broadcast information to reach selected targets in a

campaign:
• Send an email to all the targets.

• Send an email to all the recipients in an email group.
• Create a call list for telemarketing activities based on targets.
• Send a standard mail to targets by creating a mailing merge file. Then
print and send the letters.
To broadcast a campaign, follow these steps:
campaigns.
2. Click Campaign on the Action Pane to create a new campaign, or
highlight and existing campaign in the All campaign list pages and
3. Click the Targets tab on the Action Pane.
4. Select the appropriate Action button.
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Module 7: Campaigns
Web Response
This option generates and sends an email to all selected targets with a registered
email address. As soon as the emails are sent, the value in the Broadcast type
field in the Targets FastTab changes to Email. A website and a user ID must be set
up in Sales and marketing parameters form to use this option.
Email Distribution
This option generates and sends an email or a SMS to all members of an email
group or a specific employee. Select recipients from the Send email to group or
Send email to employee options in the upper-left corner of the Email
distribution form.
FIGURE 7.8 EMAIL DISTRIBUTION FORM
The form reconfigures to display the choices of groups or employees.
• Send email to group opens a tree view where you can email to a
group by clicking it. Expand the group and then click an individual
from the group to send an email message to just the individual.
• Send email to employee lets you click an employee in the list and
send the email to one person.
Select either Send to email address or Send to SMS address, and then click OK
to execute the broadcast.
Note: Executing a broadcast does not use the Email template. Also, everyone
in the distribution for the email is listed in the To field. This means all people in the
distribution for the email can see who the email is sent to.
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Mail Merge File
On the Action Pane, in the Broadcast group, click Mail merge file to broadcast a
campaign. Click Address file to broadcast an existing file. Click Template file to
use an exiting template for broadcasting.
Media
Selecting the correct media for a campaign is important. This can be set up and
planned in the Campaign media setup form.
To select media for a campaign, follow these steps:
campaigns.
2. On the Action Pane, click Campaign to create a new campaign, or
highlight and existing campaign in the All campaign list pages and
3. On the Action Pane, click the General tab.
4. Click the appropriate Action button.
FIGURE 7.9 CAMPAIGN MEDIA SETUP FORM
• Select a media type from the list in the Media type field. Media types
are determined in the setup forms.
• Optionally, set a Start date and End date for the selected media
type.
• Note that different types of media can be selected for an active
campaign.
One campaign can have several media types.
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Module 7: Campaigns
Collaboration Workspaces
Collaboration workspaces provide members of a team with the ability to work on

an opportunity or campaign in a shared online space. Team members can share
documents, create lists, and use other Windows® SharePoint® Services features.
Use the Create collaboration workspace form to set up a new shared workspace
for a project or the Link collaboration workspace form to associate an
opportunity or campaign with an existing workspace.
campaigns.
2. On the All campaigns list page, select the campaign that you want to
associate with a collaboration workspace.
3. On the Action Pane, on the General tab, in the Setup group, click
Collaboration workspace, and then select Create collaboration
workspace.
4. In the Create collaboration workspace form, use the Workspace
URL, Template, Title, and Description fields to configure settings for
the new workspace.
As soon as you create the collaboration workspace link in the Campaign form,
link the collaboration workspace by following these steps:
1. On the Action Pane, on the General tab, in the Setup group, click
Collaboration workspace, and then select Link collaboration
workspace.
2. In the Link collaboration workspace form, in the Internal URL field,
enter the collaboration workspace URL for intranet users.
3. In the External URL field, enter the URL for external user access.
To delete or delink the collaboration workspace from the campaign, open the
Campaign form, click the General tab, click Collaboration workspace, and then
click Delete collaboration workspace or Delink collaboration workspace.
SWOT Analysis
Strengths, weaknesses, opportunities, and threats (SWOT) are valuable information

to attach to campaigns. Click Sales and marketing > Common > Campaigns >
All campaigns. On the Action Pane, on the General tab, in the Setup group, click
SWOT analysis.
Use this form to enter the SWOTs relative to your competitors for a selected
campaign. Select the kind of analysis. The following options are available:
• Strengths: The strengths of the competitor that are relevant to the

selected campaign.
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• Weaknesses: The weaknesses of the competitor that are relevant to
the selected campaign.
• Opportunities: The opportunities for the selected campaign that you
have compared with the competitor.
• Threats: The threats from competitors that are relevant to the
selected campaign.
Responsibilities
To attach Responsibilities to the campaign, open the Campaign form, click the
General tab, and then click Responsibilities.
Use the Responsibilities form to assign workers responsible for following up with
the targets of a campaign.
When a campaign is created, the employee responsible is automatically set to be

the user logged on to Microsoft Dynamics AX who creates the campaign. That
employee cannot always contact all the targets in the campaign. Other employees
can be assigned one or more targets, changing the responsible employee and
distributing the responsibility for administering the campaign communication.
The distribution of responsibility can be completed in different ways:
• To the main contact for a business relation.

• To the main contact for a contact person.
• To a person having a general responsibility.
• To a selected list of employees.
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Module 7: Campaigns
When assignments are made, employees are reminded by Microsoft Outlook that
they have follow up responsibilities; activities are created for each employee when
they are synchronized with Microsoft
FIGURE 7.10 RESPONSIBILITIES FORM
To apply all responsibilities to the selected prospect, click Actions > Apply all. To
apply only the selected responsibilities to the selected prospect, click Actions >
Apply selected.
Campaigns and Projects
A campaign can be considered a project as it frequently has a set goal, uses

resources, and spans a limited duration. A project can therefore be created for the
active campaign by clicking the General tab in the Campaigns form. Then click
Project > New project. To connect the campaign to an existing project, click
Project > Connect to existing project.
• For an existing project, select the project from the list in the Project
ID field. The Project Type field contains the selected type of project.
• For a new project, the dialog box adjusts so you can enter the type of
project that you want to create.
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• Refer to the Microsoft Dynamics AX Project module training materials
for more information about how to set up and use projects.
Note: Do not select a summary project because you cannot enter anything
on it unless you create a subproject for the summary project.
FIGURE 7.11 CONNECT TO EXISTING PROJECT FORM
Click Transfer documents to the project to transfer documents created and

stored for the active campaign to the new project.
When a project exists for the campaign, all time, item, and resource usage can be
registered in the Projects form through the Project module's integration with
other modules to keep track of expenses and transactions.
As soon as a campaign is connected to a project, on the Action Pane, in the

Related information group, click Project . This opens the Project form where
you can view the associated project details.
The Questionnaire
The questionnaire solution is integrated into the Campaign functionality of Sales

and Marketing. This means questions and answers can be defined in the
questionnaire section and made visible in the campaign section. With the
questionnaires, the campaign respondents can answer directly from the Internet.
Campaign activities can automatically be created for each respondent in a

campaign. These activities are stored in the Activities form and may be
synchronized with Microsoft Outlook.
You can obtain a full overview of the details of the target group, the contact
persons who have responded, in addition to the responses submitted. When
questionnaire responses are registered, activities can be generated automatically.
If the campaign is sent out through the Internet, all response registration is
generated automatically. The respondent writes directly into the Microsoft
Dynamics AX database when submitting responses, facilitating rapid analysis.
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Module 7: Campaigns
To create a questionnaire or view an existing questionnaire for the campaign, click
the Campaign form, click the General tab, and then click Questionnaire.
Activities
If there are any activities created for the active campaign, click the Campaign
form, click the General tab, and then click Activities to open the Activities form
for the current user and campaign.
Demonstration: Create a Campaign
This demonstration shows the process for creating a campaign.
The company decides to conduct a campaign for the upcoming holiday. The
campaign is called Holiday Blitz. It is your job to create the campaign.
To create the campaign, follow these steps:
campaigns to open the Campaigns form.
2. Click Campaign to open the Create Campaign dialog box.
3. Leave the Status as Planning.
4. Change the Type to Sales.
5. Leave the Group as Marketing.
6. Leave the Target as Prospect.
7. In the Name field, enter Holiday Blitz.
8. In the Subcampaign ID format field, Enter -##.
9. Enter Marketing for the Questionnaire.
10. In the Start date and End date fields, use the default settings.
Click OK to save the campaign.
Demonstration: Select Targets for Your Campaign
This demonstration shows the process for selecting targets for your campaign.
For the Holiday Blitz campaign, your company decides to target all prospects. It is
your job to create the campaign targets.
To select targets, follow these steps:
1. From the All campaigns list page, click the Holiday Blitz campaign
and then click Edit.
2. Click the Targets FastTab, and then click Select targets.
3. In the Campaign target contacts form, click File > New.
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4. Type the Query name, “HolidayBlitz”.
5. In the Class description field, enter Contacts.
6. In the Description field, type “Prospects”.
7. Click Run query to open the Contacts query form.
8. Change line record for the Field value of Function, and select
Management in the Criteria field.
9. Click OK.
10. In the Campaign targets contacts query form, click View query
result to view the contacts, and then Close the form.
11. Drag the Query name of HolidayBlitz into the Drop Area
Expression field.
12. Click Execute in the Drop area.
13. Click OK.
Demonstration: Create a Mail Merge File
This demonstration shows the process for creating a mail merge file for the targets
in your campaign.
For the Holiday Blitz campaign, your company decides to mail a holiday card to
the targets. It is your job to create the mail merge file.
To create the mail merge file, follow these steps:
1. From the All campaigns list page, click the Holiday Blitz campaign
and then click Edit.
2. Click the Targets tab, and then in the Action Pane in the Create
group click Mail merge file.
3. For the File name field, click the folder icon to the right side of the
field. This opens the Save As form.
4. Move to the desktop, type “Holiday Blitz Campaign.xlsx” in the File
name field, and then click Save.
5. On the Mailing file form, click OK. When the Mailing file form
closes, and Excel spreadsheet appears on the desktop with mailing
address information for the targets in the campaign. You can now use
this file as your data source to merge with a Microsoft Word mailing
label template to produce mailing labels.
6. On the Action Pane, in the Broadcast group, click Mail merge file.
7. Using the Excel Worksheet created in the previous step, click Address
file to broadcast.
8. Optional for this lab depending on your environment: Click yes to
open the Excel Workbook, depending on versions and formatting.
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Module 7: Campaigns
Module Review
Module Review and Takeaways
The Campaigns functionality in Sales and Marketing can be used for:
• Setting up campaigns.
• Campaign activities.
• Selecting targets.
• Broadcasting campaigns.
Most of the setup forms are basic and contain fundamental information for all
campaigns. Making entries in these forms is a matter of opening new records and
entering the selections the company decides to use.
Microsoft Dynamics AX makes creating and maintaining campaigns easy. Many of

the choices made when these entities are created are available through lists in the
setup forms. By creating selections in setup forms, you make these choices
available in the Campaign form.
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Test Your Knowledge

Test your knowledge with the following questions.
1. Which campaign status signifies the campaign has not yet started?
( ) In process
( ) Initiating
( ) Planning
( ) Opening
2. Which campaign status signifies the campaign is over, but the responses from
the campaign must be acted upon.
( ) Follow - up
( ) Planning
( ) In-process
( ) Response
3. Which of the following is not a type of broadcasting?
( ) Web response
( ) Email distribution
( ) Mail merge file
( ) Collaboration
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Module 7: Campaigns
Test Your Knowledge Solutions

1. Which campaign status signifies the campaign has not yet started?
( ) In process
( ) Initiating
(√) Planning
( ) Opening
2. Which campaign status signifies the campaign is over, but the responses from
the campaign must be acted upon.
(√) Follow - up
( ) Planning
( ) In-process
( ) Response
3. Which of the following is not a type of broadcasting?
( ) Web response
( ) Email distribution
( ) Mail merge file
(√) Collaboration
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MODULE 7: CAMPAIGNS

The Campaign functionality in Microsoft Dynamics® AX helps you:

• Segment the audience by meaningful profiles to refine marketing

To succeed with marketing campaigns, you must:

• Analyze past campaigns across all marketing channels.

The objectives are:

• Create and maintain campaigns.

• Select 100 prospects that have recently purchased the product as

Marketing Campaign Setup

Setup Form Description

FIGURE 7.1 EMAIL TEMPLATE FORM

FIGURE 7.2 CAMPAIGN PROCESS FORM

FIGURE 7.3 PARAMETERS FORM CAMPAIGNS TAB

Default Campaign Activities

You can automatically generate a follow-up activity when a campaign expires to

To set the default campaign activities follow these steps:

FIGURE 7.4 SALES AND MARKETING PARAMETERS FORM - ACTIVITIES

Campaigns can be created as parent campaigns or as subcampaigns to a parent

Create subcampaigns to distribute tasks and media types in a hierarchy of

To create a campaign follow these steps:

FIGURE 7.5 NEW CAMPAIGN FORM

Options in the Create Campaign Dialog Box

• Enter the campaign Status, Type, Group, and Target in the

Example: Campaign Numbering

• Campaign number 9004 has the following format: -##.

Generally, it is not a good idea to mix numbering formats.

FIGURE 7.6 CAMPAIGN NUMBER FORMATTING

To view the campaign categorizations for which a salesperson is responsible,

The campaign status refers to the active campaign's present placement in a

FIGURE 7.7 CAMPAIGN STAGE

Campaign status Description

The campaign changes statuses in the following ways:

• From a direct action, such as the salesperson clicking Status and

Notes can be entered about the campaign in multiple ways:

• In the Campaign form, click the Notes FastTab to enter information

Selecting Targets for Your Campaign

To find targets for a campaign, follow these steps:

Create Email Group

There are several ways to broadcast information to reach selected targets in a

• Send an email to all the targets.

To broadcast a campaign, follow these steps:

FIGURE 7.8 EMAIL DISTRIBUTION FORM

The form reconfigures to display the choices of groups or employees.

To select media for a campaign, follow these steps:

FIGURE 7.9 CAMPAIGN MEDIA SETUP FORM

One campaign can have several media types.

Collaboration workspaces provide members of a team with the ability to work on

Strengths, weaknesses, opportunities, and threats (SWOT) are valuable information

• Strengths: The strengths of the competitor that are relevant to the

When a campaign is created, the employee responsible is automatically set to be

The distribution of responsibility can be completed in different ways:

• To the main contact for a business relation.

FIGURE 7.10 RESPONSIBILITIES FORM

Campaigns and Projects

A campaign can be considered a project as it frequently has a set goal, uses

FIGURE 7.11 CONNECT TO EXISTING PROJECT FORM

Click Transfer documents to the project to transfer documents created and

As soon as a campaign is connected to a project, on the Action Pane, in the

The questionnaire solution is integrated into the Campaign functionality of Sales

Campaign activities can automatically be created for each respondent in a

Demonstration: Create a Campaign

This demonstration shows the process for creating a campaign.

To create the campaign, follow these steps: