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Track campaign responses by using in-app marketing

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Record the replies you get from potential customers in response to a specific marketing campaign to make sure your team can act on the responses. Measure the success of specific campaign activities based on customer response rates. You can manually create campaign responses or have Dynamics 365 Sales generate them automatically.

Create campaign responses manually

  1. In the site map, select Marketing Lists.

  2. Open a marketing list record, and then in the Campaigns area, open the campaign to which you want to add campaign responses.

    Note

    Alternatively, you can open a campaign from the Campaigns area in the Sales Hub site map.

  3. On the Related tab, select Campaign Responses.

  4. Select New Campaign Response.

  5. In the New Campaign Response form, add the required information.

  6. Select Save.

Create campaign responses automatically

Prerequisite: Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

Set the Create campaign responses for incoming email option to Yes on the Marketing Settings page.

Can't find the feature in your app?

There are a few possibilities:

  • You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
  • You don't have the necessary security role to use this feature.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

System Settings dialog box - Marketing tab
Get started with in-app marketing
Create a marketing list using in-app marketing
Create or edit a campaign using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Add a marketing list, sales literature, or product to a campaign using in-app marketing