Campaign target contacts (form) [AX 2012]

Updated: June 29, 2011

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.

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.

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

  2. 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.

  3. Click OK to transfer all targets to the Campaigns form.

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.

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

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.

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.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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