Configuration of Campaign activities – Help Center

Dynamics campaign activities may also be imported.
After the import, a dedicated group containing the members involved in the Dynamics campaign will be created.
A linked communication will be automatically created with the corresponding target as well.
In Dynamics, you can enter statistical data based on contact behavior for a specific communication.

Access the Campaign activities page in the context bar:

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First, enable the synchronization of MS Dynamics CRM campaign activities, by activating the Enable the import of Dynamics campaign activities option.

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Creation of Dynamics activities

There are different activity channels on MS Dynamics CRM, and the guide shows how to add the platform to the activity channels list.
Make sure you have successfully created the platform channel in the configuration on MS Dynamics CRM and select that value as Channel of Dynamics activities :

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On the platform, create a campaign dedicated to Dynamics and set it as the default for creating communications in the campaign activity you imported from MS Dynamics CRM.

Remember that, in the platform, a campaign is a "container" of communications.

Depending on how permissions are configured for platform users and the tasks they need to carry out for the creation of communications, you may either allow or deny the selection of a different campaign from the one set by default (see above) during the creation of a brand new communication:
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You can update contact personal data during the target's update of the Dynamics campaign into the platform by activating the Also update contact personal data during target update option.

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Note the above only works if the import of the involved entities is enabled

Post Execution operations

In the Post Execution section, you can decide to activate some operations that will be perfomed after the target sync is done.

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You can trigger a custom app at the end of the sync using the option "Run a function of another app after the sync is complete".

You need to specify the appid of another app to call and a function name. The custom app must implement an ExternalApplicationCallHandler (see Scripting api documentation for details).

Statistic feedback

The performance results (e.g. Openings, clicks, bounces, etc.) of communications sent by the platform can be reported on campaign responses available on MS Dynamics CRM:

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For the responses sent from the Platform to MS Dynamics CRM, you can also define a customized subject in the Message subject field by using placeholders such as:
$(behavior) (action of the contact: e.g. opening, click, bounce, etc.)
or
$(response) of MS Dynamics CRM.

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Classification of responses

In MS Dynamics CRM you can manage different response codes linking the action of the contact to the related campaign:

Interested
Not interested
Do not send marketing material
Error

On the platform, you need to connect the status Interested in MS Dynamics CRM to a specific event recorded by contacts on the platform.
For example, contacts who are interested in an MS Dynamics CRM campaign are those who register at least a click on the platform communication:

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For each response code, you can define whether to bring back the information from the platform to MS Dynamics CRM:

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You can set automatic synchronization of results from the platform to MS Dynamics CRM. We recommend setting it to 15 or 21 days in order to get a complete result and synchronize the response manually and see the first results in your MS Dynamics CRM account:

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