Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Selecting recipients for the quick campaignThere are three ways you can select the list of recipients for your quick campaign:Select the accounts, contacts, or leads directly.Select one or more marketing lists.Do a search in Advanced Find and create a quick campaign from the resulting list of records.Creating the quick campaignWhen you create your new quick campaign, you can choose whether you want to own the activities that you distribute,or whether each of the users who own the records in your quick campaign should own the distributed activities. If youuse the quick campaign to create and distribute e-mail activities, you can also choose whether you want MicrosoftDynamics CRM to automatically send the e-mail messages and whether the corresponding e-mail activities should beclosed.After you finish configuring your quick campaign, Microsoft Dynamics CRM immediately creates and distributes theactivity you specified for all of the customers you selected.Working with the completed quick campaign recordAfter you have used a quick campaign to quickly distribute activities, you can use the quick campaign record to:Collect, view, and take action on campaign responses.View the activities created from the quick campaign and the current status on those activities.Close one or more open activities created from the quick campaign.View the records for the customers who were contacted.View the records for customers who could not be contacted and an explanation for why thesecustomers were not included in the quick campaign.Differences between campaigns and quick campaignsIn contrast to campaigns, quick campaigns do not include many of the same tracking and reporting features, andsupport only one type of activity for each quick campaign. However, you can use quick campaigns to distribute a singleactivity automatically to an ad-hoc selection of marketing lists, accounts, contacts, or leads.Campaigns can represent an organization's marketing efforts over an extended period of time. The effects of a quickcampaign are immediate.Another key difference between campaigns and quick campaigns is in how marketing lists work with quick campaigns.Using quick campaigns, you can still select one or more marketing lists and create activities for all of the records inthose lists. However, Microsoft Dynamics CRM does not associate the marketing list itself with the quick campaign.Instead, activities are created only for the accounts, contacts, or leads that were included in the marketing list or listswhen you selected them.Additional quick campaign features in Microsoft Dynamics CRM for OutlookSome quick campaign features are available only in Microsoft Dynamics CRM for Outlook :Compose personalized e-mail messages using a template.Send messages in simple HTML or rich text format with the mail merge feature.288 Microsoft Dynamics CRM 4.0 User’s Guide