
Stay Ahead with Monthly CRM Tips & Insights
Join 1,000+ professionals getting monthly CRM insights delivered straight to their inbox.
Orchestrate customer journeys and engage your target audience in real time by using built-in marketing features in Dynamics 365. Marketing Lists, Campaigns, and Quick Campaigns are the cornerstone of engaging with your clients and prospects as part of a successful marketing strategy.
Marketing lists are the core of any successful marketing campaign. When getting started with marketing in Dynamics 365, this is where you want to start. Marketing lists in Dynamics 365 allow you to segment your contacts, leads, or accounts by unique attributes. For example, all contacts who have purchased in the last 12 months or all leads who have expressed an interest in a product. Marketing lists can be re-used over and over. Once you have your marketing lists created, you can build the rest of your marketing strategy.
The two types of marketing lists are:
When creating your marketing list, you need to decide which type of list better meets you needs. It is true that a dynamic marketing list can save you time, but with a static marketing list, you tend to have more control – as you control who is on the list.
Campaigns are used in Dynamics 365 to organize marketing projects. Campaigns are designed to track revenue and investment for each campaign. The ability to track campaigns enables you to compare previous and ongoing projects as well as telling you how effective your strategies and efforts are.
A quick campaign is a single campaign activity towards a targeted audience or for targeted project. Success of a quick campaign can be determined through the campaign response. The response can be converted to orders, leads, or opportunities.
Once you have created your quick campaign, it can be found in the Sales and Marketing pane under Quick Campaigns.
Use a Campaign when you need to perform more than one activity for your campaign.
For example, we have a campaign called “Newsletters” – as we send out a monthly newsletter. We also have a campaign called “webinars” that includes all emails and activities related to our webinars.
We might create a Quick Campaign for something like sending out a single email to our customers about a special promotion or project or to inform them of our holiday hours.
Once you have these three core marketing components in place, you are ready to implement your marketing strategy. To learn more about closing more deals with marketing automation, managing and marketing live events using Microsoft Teams, or to view our marketing checklist, visit our blog.
When you are ready to move to the next step of marketing automation, it is time to consider Dynamics 365 Marketing or ClickDimensions. These full-featured marketing automation suites include features like webforms, email automation, and drip campaigns.
Powered by ClickDimensions and Dynamics 365, enCloud9’s Marketing Accelerator is a fully integrated CRM and marketing automation solution designed to connect marketing and sales teams.
If you are looking for a better way to identify, target, and nurture prospects, contact the marketing automation experts at enCloud9. In addition, check out other blogs we have written about marketing.
Click here to learn about what is up and coming for Microsoft Dynamics 365 Marketing in the 2022 wave 1 release.