Track campaign responses by using in-app marketing
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.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing |
| Security roles | Any primary sales role, such as salesperson or sales manager More information: Primary sales roles |
Create campaign responses manually
In the site map, select Marketing Lists.
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.
On the Related tab, select Campaign Responses.
Select New Campaign Response.
In the New Campaign Response form, add the required information.
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 options in your app?
There are three possibilities:
- You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
- 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.
Related information
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