Last week we talked about creating and using E-mail Templates. So today we will take that a step further to present Marketing Lists to the Power Baseball League. We are also going to talk about Quick Campaigns.
Getting Set Up
To be able to use Quick Campaigns and Marketing lists you do need to enable the Dynamics 365 Sales app. This can be done within your environment settings. However, this does require you to have enabled your environment for Dynamics 365 Apps when you create it.
Here are a few docs to review:
- Create and Manage Environments in the Power Platform Admin Center
- Manage Dynamics 365 Apps
- Getting Started with in-app marketing
We tackle two topics today Quick Campaigns and Marketing lists. Quick Campaigns allow you to create Activities for a group of records. This could be Phone Calls for the owners to complete, sending a template email, sending an ad hoc email and more. Marketing lists let you define a set of records that you can market to later.
Check out the video to see the step-by-step creation of quick campaigns and marketing lists. We will also talk about the difference between Static and Dynamic Marketing Lists. Plus a few tips, tricks and lessons learned thrown in there too!
Have you been using these tools? How can this benefit your organization?
This is part of the Power Baseball League Series with Malcolm McAuley (follow him on LinkedIn, Twitter or his Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.