Campaign target contacts (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 a campaign. In the Campaigns form, on the Targets FastTab, click Select targets.

Use this form to create and combine queries. You can use these queries to generate a list of contacts that you can use as targets for the active campaign.

You can use a single query or a combination of queries to select contacts for a campaign.

Tasks that use this form

Select campaign targets

Combine queries for campaign targets

Example

Query A consists of contacts from prospect X, and query B consists of contacts from prospect Y. You want to combine query A and query B.

Drag query A to the Expression field in the Drop area section, and then click the plus sign (+).
Drag query B to the Expression field, and then click Execute.

All contacts from prospect X and prospect Y are now displayed in the Expression result area.
Click OK to transfer all targets to the Campaigns form.

Form layout

The Target form consists of three areas: Queries, Drop area, and Expression result. The following table describes the three areas.

Area	Description
Queries	Create and adjust queries that filter the Call list, Prospect, Sales order, Quotations, Questionnaire, Mailings, Contact interest, Contacts, and Campaign selections tables. When you create a query, you can define filter fields and the sort order. You can then enter values in the filter fields to simplify the process of selecting from the tables. You can save queries so that they can be reused for the same campaign. Alternatively, you can delete queries after you find the contacts and create the list of targets.
Drop area	Combine the results of various queries by using logical operators such as AND, OR, and the + and – functions. By combining results, you can create the subsets of data that you want by using simple queries instead of complex, interdependent queries.
Expression result	View and adjust the results of selecting targets for the campaign. You can also add or delete contacts, and change the contact for a particular prospect.

Queries

Create and adjust queries that filter the Call list, Prospect, Sales order, Quotations, Questionnaire, Mailings, Contact interest, Contacts, and Campaign selections tables.

When you create a query, you can define filter fields and the sort order. You can then enter values in the filter fields to simplify the process of selecting from the tables.

You can save queries so that they can be reused for the same campaign. Alternatively, you can delete queries after you find the contacts and create the list of targets.

Drop area

Combine the results of various queries by using logical operators such as AND, OR, and the + and – functions.

By combining results, you can create the subsets of data that you want by using simple queries instead of complex, interdependent queries.

Expression result

View and adjust the results of selecting targets for the campaign. You can also add or delete contacts, and change the contact for a particular prospect.

Navigating the form

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

Buttons

Buttons	Description
Run query	Run the active query.
View query result	View the query and field delimiters.
+	Enter + in the Expression field to add the result of a query to the result of the previous query.
–	Enter – in the Expression field to subtract the result of a query from the result of the previous query.
(	Enter ( in the Expression field to start a separate logical expression.
)	Enter ) in the Expression field to end a separate logical expression.
AND	Enter AND in the Expression field to limit a logical expression.
OR	Enter OR in the Expression field to combine a logical expression. For example, when you are creating the query, you might select to include new customers AND prospects OR customers who have not participated in a campaign in for the current year.
Clear	Delete all results and all logical operators from the Expression field.
Execute	Run the logical expression that you created in the Expression field.
Clear	Delete all campaign targets from the Expression result area.

Fields

Field	Description
Campaign ID	The unique identifier of the campaign.
Query name	The name of the query for the campaign.
Class description	Select the class for which you are creating the query.
Description	Enter a description of the query.
Expression	The expressions that you created based on queries for the campaign.
Name	The name of the contact.
Contact	The details of the contact.
E-mail	The e-mail address of the contact.
Telephone	The telephone number of the contact.