Campaigns (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Common > Campaigns > All campaigns. Double-click the campaign record to view.

Use this form to create campaigns and maintain campaign progress.

A campaign targets the contacts for prospects, leads, opportunities, and customers that have been selected to participate in the campaign.

Task that uses this form

Create campaigns

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs (Action Pane)

Tab	Description
Campaign	Create or update campaigns.
Targets	Create or modify campaign targets.
General	View or update general information about the selected campaign.

Tabs (lower pane)

Tab	Description
General	View detailed information about the selected campaign.
Notes	View and edit notes about the selected campaign, the campaign targets, and the campaign target group.
E-mail broadcast	Define and adjust the email template that is used in the selected campaign. The category and text of the email template can be adjusted for a particular campaign.
Targets	View or add information about the targets for the selected campaign.

Buttons (Action Pane)

Button	Description
Change status	Change the status of the selected campaign.
Subcampaigns	Create a new subcampaign for the selected campaign.
Copy campaign	Copy the information from the selected campaign into a new campaign record.
Campaign process	Select or update the process for the campaign.
Change stage	Change the status of the campaign.
Attachments	View or add an attachment to the campaign record.
Create e-mail group	Create an email group for the campaign.
Mail merge file	Open the Mailing file form, where you can create a mail file for the campaign targets.
Call list	Create a call list of the campaign targets.
Sales quotations	Create a sales quotation for the campaign.
Project quotations	Create a project quotation for the campaign.
Web response	Send a broadcast email message to all of the campaign targets.
E-mail distribution	Open the E-mail distribution form, where you can send an email message to one or more recipients regarding the campaign.
Mail merge file	Open the Campaign mail merge file form, where you can create a mail merge file for the campaign.
Media	Set up or adjust the registered campaign media types.
Collaboration workspace URL	Create a collaboration workspace, or link the campaign to an existing collaboration workspace.
Responsibilities	Open the Responsibilities form, where you can view or assign employees to the campaign.
SWOT analysis	Open the SWOT analysis form, where you can view or perform a SWOT analysis for the campaign.
Project	Connect this campaign to an existing project, or create a new project to connect the campaign to.
All leads	Open the All leads list page, where you can view lead records that are included in the campaign.
All opportunities	Open the All opportunities list page, where you can view opportunity records that are included in the campaign.
Projects	View projects that are included in the campaign.
Call list	View call lists that are included in the campaign.
Questionnaires	Create a questionnaire, or view an existing questionnaire for the campaign.
Source code analysis	Analyze cost and sales data for a source code. For more information, see Analyze source code data. Note This control is available only if Microsoft Dynamics AX 2012 R3 is installed, and if the Call center and Source code configuration keys are enabled.
Compare promotions	Compare cost and sales data for multiple campaigns. For more information, see Analyze source code data. Note This control is available only if Microsoft Dynamics AX 2012 R3 is installed, and if the Call center and Source code configuration keys are enabled.
Activities	View or create activities for the campaign.

Buttons (lower pane)

Button	Description
Select targets	Open the Campaign target contacts form, where you can select contact targets for the campaign.
Distribute	Open a menu that contains the following items: Responsibilities distribution – Distribute campaign targets to workers. Clear distribution – Clear the target distribution. By main responsible on prospect – Assign the active prospect campaign targets to the worker who is responsible for the prospect. By main responsible on customer – Assign the active customer campaign targets to the worker who is responsible for the customer. By main responsible on vendor – Assign the active vendor campaign targets to the worker who is responsible for the vendor. By main responsible on contact – Assign the active contact campaign targets to the worker who is responsible for the contact. By responsibilities on prospect – Select a responsibility for the prospect. If the responsibility is assigned to a worker, the campaign target will be assigned to the worker. By responsibilities on customer – Select a responsibility for the customer. If the responsibility is assigned to a worker, the campaign target will be assigned to the worker. By responsibilities on vendor – Select a responsibility for the vendor. If the responsibility is assigned to the worker, the campaign target will be assigned to the worker.
Questionnaire	View the questionnaire for the selected campaign target.
Generate	Generate a new lead or opportunity record for the selected target. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Related information	View party record information that is related to the selected campaign target.

Fields

Field	Description
Campaign ID	The identification number that is assigned to the campaign.
Parent campaign	The name of the parent campaign.
Campaign type	View or select whether this campaign is internal or external to your organization.
Name	View or enter the name of the campaign.
Owner	View or select the employee who is responsible for the campaign.
Campaign process	View or select the campaign process that this campaign will follow.
Group	The name of the group that is assigned to this campaign.
Target	View or select the target types for the campaign.
Follow-up date	Select the date on which a follow-up activity will be initiated for the campaign. The follow-up date is set by default to the campaign start date plus the number of days that are set in the Days before follow-up field on the Campaigns tab in the Sales and marketing parameters form.
Project	The identifier of the project that the campaign was created for.
Call list ID	The identifier of the call list that is being used in this campaign.
Questionnaire	The identifier of the questionnaire to be used in this campaign.
Subcampaign ID format	The format to be used for this subcampaign.
Reason canceled	The reason that the campaign was canceled.
Internal URL	View or enter the URL for the internal collaboration workspace.
External URL	View or enter the URL for the external collaboration workspace.
Source code	View or enter a source code that is associated with the campaign. For more information, see Set up catalog source codes. Note This field is available only if Microsoft Dynamics AX 2012 R3 is installed.
Trade allowance ID	View or enter a trade allowance that is associated with the campaign. For more information, see Trade allowance management. Note This field is available only if Microsoft Dynamics AX 2012 R3 is installed.
Target	View or enter notes about the campaign targets.
Target group	View or enter notes about the campaign target group.
Name	View or select the email template to be used for this campaign.
Subject	The subject of the email message.
E-mail text	The text of the email message. The text becomes the body of the message in Microsoft Outlook when the email message is sent. The default email text for the email template and category is set up and maintained on the Template tab in the E-mail template form.
Responded	Select this check box if the contact has responded to the campaign.
Contact ID	The identification number that is assigned to the contact.
Name	The name of the campaign contact.
Contact for:	The name of the organization that the contact is the contact for.
Owner	Select the employee who is responsible for initiating a follow-up procedure based on the campaign.
Planned date	The planned date for distributing the campaign to the selected campaign target.
Broadcast type	The method that was used if the campaign has been distributed to the selected campaign target.
Broadcast date	The date on which the campaign was distributed.
Response type	View or select the response type that was received from the selected campaign target.