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Leads with a certain campaign response RRS feed

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    I want to create an advanced find that shows me the leads that responded to a certain campaign (e.g. "Spring2011") so that I can either turn them into a marketing list or run another quick campaign on them

    I can't seem to find a way to do this. Can any one help?

    Wednesday, February 9, 2011 11:13 AM

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    I don't think it's possible using Advanced Find since leads and campaign responses have a special relationship that doesn't allow leads with an associated campaign response to be queried.

    Usually, campaign responses are converted into leads, so the lead Source Campaign will tell you which campaign the lead came from and you could query this.

    But it sounds as though you have added campaign responses to existing leads, which although possible, doesn't seem queriable, unfortunately.

     

     

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by ICW Wednesday, February 9, 2011 7:03 PM
    Wednesday, February 9, 2011 3:59 PM
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    Create an Advanced Find on Campaign response entity, where Source Campaign ="Spring2011"

    Customer field on Campaign Response is not available for search by default. Customize it to be shown in search.

    Mamta
    Wednesday, February 9, 2011 11:59 AM
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    Thank you

    Its not quite right - Once I create this advanced find I can only view it in Workplace | Activities this area does not give me "Create Quick Campaign"

    This need to be an advanced find or saved view that  I can run from the Leads List view so that I can create  a quick campaign.

    Is that possible.

    Could you give me the steps needed?

     

    PS CRM 4.0

    Wednesday, February 9, 2011 12:47 PM
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    I don't think it's possible using Advanced Find since leads and campaign responses have a special relationship that doesn't allow leads with an associated campaign response to be queried.

    Usually, campaign responses are converted into leads, so the lead Source Campaign will tell you which campaign the lead came from and you could query this.

    But it sounds as though you have added campaign responses to existing leads, which although possible, doesn't seem queriable, unfortunately.

     

     

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by ICW Wednesday, February 9, 2011 7:03 PM
    Wednesday, February 9, 2011 3:59 PM
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    Thanks Neil much appreciated
    Wednesday, February 9, 2011 7:03 PM
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    This actually is possible - as documented by Frank Lee in one of his blogs:

    http://community.dynamics.com/product/crm/crmtechnical/b/crmfranklee/archive/2011/09/01/find-contacts-that-had-a-campaign-response.aspx

    It's not intuitive ... but it is possible!  :)

    Friday, May 25, 2012 1:40 PM