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

Importing Campaign ResponsesIn addition to creating campaign responses within Microsoft Dynamics CRM, you can also create them outside thesystem and then import them. By importing campaign responses, you can capture a record of the responses received aspart of campaign efforts performed outside Microsoft Dynamics CRM. For example, instead of hiring additional telesalesrepresentatives to handle the temporary increase in call volume during the product launch, you may outsource some ofthis work to a vendor. When you import the file, you can specify that it contains campaign responses. Each item in thefile then becomes a campaign response in Microsoft Dynamics CRM.NoteThe minimum data that you must have to import a campaign response is the name of the parent campaign in MicrosoftDynamics CRM and a subject, such as "E-mail campaign result" or "Ayla Kol wants to place a bulk order".Work with Campaign ResponsesA campaign response is a record of the communication you receive from a potential customer in response to a specificcampaign.Create or edit a campaign responseCan I do this task?This task requires permissions that are found in all default marketing security roles. More informationabout specific permissions and performing this task while offline: Marketing PermissionsThere are four ways to create new campaign responses in Microsoft Dynamics CRM. More information: UnderstandingCampaign Responses1. In the Navigation Pane, click Marketing, and then click Campaigns.2. Open the campaign you want to add a campaign response to.3. Under Details, click Campaign Responses, and then on the Actions toolbar, click New, or open thecampaign response that you want to edit.4. On the Campaign Response tab, enter information or observe any noted restrictions orrequirements as needed.Parent CampaignThis information is automatically entered based on the name of the campaign you selected toadd this response to.Response CodeSelect an option from the list that reflects the type of response provided by the customer.CustomerIf an existing customer provided the response, then you can link that customer record to theresponse. To locate and specify a customer, select a record from a filtered list in the FormAssistant pane, or click Lookup to search for other records. If the customer record doesnot exist, you can click New to create a new customer record.Outsource VendorYou can specify an account or contact as the vendor who provided the response information.To locate and specify an outsource vendor, select a record from a filtered list in the FormAssistant pane, or click Lookup to search for other records or to add a new record.330 Microsoft Dynamics CRM 4.0 User’s Guide