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With the Microsoft Dynamics Marketing campaign design, you will become a marketing campaign Van Gogh. Campaign building couldn’t be easier using the visual designer, and just like the old masters, you’ll soon be creating amazing works!

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Let’s get started. Navigate to Marketing Execution > Campaign management > Campaign. First, fill out the campaign Summary information; here you can select things like the Division, Department, Start and End Dates, Category and Lead Scoring Model for the campaign. Once you save your summary information you are ready to start crafting your campaign.

The Art of Campaign Design: Marketing Automation in Microsoft Dynamics Marketing

Select the Automation icon to access the visual designer canvas. Begin “painting” the canvas with a selection of actions, lists and response types. Simply drag and drop to quickly build powerful campaigns.

The Art of Campaign Design: Marketing Automation in Microsoft Dynamics Marketing

 

 

Ok, but let’s say you want to change things around. No need to cut off your ear. Just click on the multi-selection mode icon located at the top right of the canvas and drag your cursor around the items you want to select; those items will then become outlined. Simply right click to Delete, Copy or Paste the selection.

The Art of Campaign Design: Marketing Automation in Microsoft Dynamics Marketing

Need a bird’s eye view of your master work? Just click on the Zoom Icon. In this view only the icons are visible, not the icon activity description.

The Art of Campaign Design: Marketing Automation in Microsoft Dynamics Marketing

Leave the tortured artist stuff to the old masters, today’s campaign artists do things with ease. Click here to learn more about how to create and manage your campaigns.

Happy CRM’ing!

 

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.