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Promote to Campaign Response disabled RRS feed

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    Even though I am logged on as a System Administrator, the "Promote to Response" button on Activities (e.g. Phone calls) in the ribbon is disabled.  The message says "You may not have selected an item that works with this..."

    What can you use this button with?  Is it only for Activities that were created as a Campaign Activity?  If that is the case, is there anyway to change this?   We use an external company for emailing and telemarketing our campaigns so we are not creating Campaign Activities.  Mostly we import our Campaign Responses from them but in some cases we want to convert from a phone call or email.  Is there a way to enable this?

    Thursday, March 17, 2011 9:11 AM

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    According to this article, the activity needs to be in response to a Marketing initiative.

    When someone responds to the marketing material you've sent, you can convert the corresponding campaign activity, such as a phone call, e-mail, or appointment, to a campaign response.

    You will need to develop some custom code if you want to change that behavior or possibly look at an add-on product that provides that feature.  You can check out the Dynamics Marketplace for options.

    Regards, Donna

    Friday, March 25, 2011 3:02 PM

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    According to this article, the activity needs to be in response to a Marketing initiative.

    When someone responds to the marketing material you've sent, you can convert the corresponding campaign activity, such as a phone call, e-mail, or appointment, to a campaign response.

    You will need to develop some custom code if you want to change that behavior or possibly look at an add-on product that provides that feature.  You can check out the Dynamics Marketplace for options.

    Regards, Donna

    Friday, March 25, 2011 3:02 PM
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    Just to clarify what is meant by "response to a Marketing initiative".

    If Regarding field in the activity set to a marketing campaign activity then the "Promote to Response" button lights up. I suppose it's possible to change conditions on the ribbon button to enable it in other circumstances but I suspect it would break some of the system scripts.

    Cheers

    George

    George Doubinski, MVP http://crm.georged.id.au

    Tuesday, August 21, 2012 11:20 PM
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    The situation I have is that the email in my inbox is a reply to an email sent as a campaign activity so is already tracked in CRM regarding this activity.  And yet when I View the reply in CRM, the 'promote to response' button is still not enabled.  And I do have the company settings so that Track e-mails sent between CRM users as two activities and Create campaign responses for incoming e-mail options are enabled.

    Sue Neilson Sovereign Business Integration plc

    Tuesday, November 20, 2012 11:15 AM
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    I have this same issue. The email is tracked in CRM but the Promote to Response button is disabled. I've tried changing the Regarding field to a campaign, a campaign activity and a quick campaign without success. If I click the To Opportunity button and check Record a closed campaign response then a response is created but there's also a need to create campaign responses without creating opportunities.
    Wednesday, January 30, 2013 8:17 AM
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    According to this article, the activity needs to be in response to a Marketing initiative.

    When someone responds to the marketing material you've sent, you can convert the corresponding campaign activity, such as a phone call, e-mail, or appointment, to a campaign response.

    You will need to develop some custom code if you want to change that behavior or possibly look at an add-on product that provides that feature.  You can check out the Dynamics Marketplace for options.

    Regards, Donna

    This doesn't seem to make sense in relation to the details below;

    The situation I have is that the email in my inbox is a reply to an email sent as a campaign activity so is already tracked in CRM regarding this activity but is not seen in CRM as a campaign response.  And yet when I View the reply in CRM, the 'promote to response' button is still not enabled.  And I do have the company settings so that Track e-mails sent between CRM users as two activities and Create campaign responses for incoming e-mail options are enabled.

    Sue Neilson Sovereign Business Integration plc

    Wednesday, January 30, 2013 8:27 AM
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    You may only promote to campaign response if you did a campaign dstribution and got a reply on your distribution

    in 2011 version, there was a workaround to link the e mail to a campaign activity and the button would become active.

    It does not seem to work in 2013 version, this is why I am here :-)

    odzodz

    Thursday, April 17, 2014 3:17 PM