Marketing Automation

Microsoft Dynamics CRM 2013    |    Intermediate
  • 12 videos | 1h 2m 4s
  • Earns a Badge
Rating 4.3 of 43 users Rating 4.3 of 43 users (43)
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that enables you to automate the marketing process. Discover how to configure and use the marketing module, choose campaigns, and configure activities.

WHAT YOU WILL LEARN

  • Create a static marketing list and add recipients to the list
    Create a self-maintained marketing list based on a query
    Understand the difference between a campaign and a quick campaign
    Create and complete a quick campaign
    Configure posts to communicate system activity to crm users
    Use activity feeds to keep up to date with the latest news on the records and the people that you are most interested in
  • Create a marketing campaign template
    Create and complete a marketing campaign
    Use campaign activities with a campaign
    Send out campaign activities as part of a campaign
    Use campaign responses to manage and measure campaign success
    Create and use e-mail templates

IN THIS COURSE

  • 5m 41s
    In this video, you will learn how to create a static marketing list and add recipients to the list. FREE ACCESS
  • 4m 57s
    During this video, you will learn how to create a self-maintained marketing list based on a query. FREE ACCESS
  • Locked
    3.  Choosing Campaigns or Quick Campaigns
    4m 8s
    After completing this video, you will be able to understand the difference between a Campaign and a Quick Campaign. FREE ACCESS
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    4.  Quick Campaigns
    4m 22s
    Learn how to create and complete a quick campaign. FREE ACCESS
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    5.  Configuring Activity Feeds
    4m 8s
    Learn how to configure posts to communicate system activity to users of the CRM system. FREE ACCESS
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    6.  Internal Communication and Social Interaction
    4m 4s
    Find out how to use activity feeds to keep up to date with the latest news on the records and the people that you are most interested in. FREE ACCESS
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    7.  Marketing Campaign Templates
    5m 28s
    In this video, you will learn how to create a marketing campaign template. FREE ACCESS
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    8.  Marketing Campaigns
    4m 52s
    In this video, you will create and complete a marketing campaign. FREE ACCESS
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    9.  Campaign Activities
    7m 12s
    During this video, you will learn how to use campaign activities with a campaign. FREE ACCESS
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    10.  Distributing Campaign Activities
    4m 19s
    In this video, find out how to send out campaign activities as part of a campaign. FREE ACCESS
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    11.  Capturing and Viewing Campaign Responses
    6m 30s
    Learn how to use campaign responses to manage and measure campaign success. FREE ACCESS
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    12.  E-mail Templates
    6m 23s
    In this video, you will learn how to create and use email templates. FREE ACCESS

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