1. Start promoting in Manage the marketing process
Microsoft Dynamics
6/19/2018
Manage the marketing process
Create an in-app marketing campaign
Add a planning activity to a campaign
Create marketing lists
Track a campaign response
Hoe ga ik te werk?: 3 blokken (search/dashboards/outlook)
Eerst Slides/Dan applicatie demo
Get up and running quickly with common tasks

2. welcome to ClientEngage!
Microsoft Dynamics
6/19/2018
welcome to ClientEngage!
In this training, you’ll learn how to:
Manage the marketing process
Create an in-app marketing campaign
Add a planning activity to a campaign
Create marketing lists
Linking marketings lists to a campaign.
Track a campaign response
Soon you’ll be using ClientEngage to keep track of your campaigns and win more business voor BSL!
REPORTING & WORKFLOWS S
PERSONAL & FINANCIAL INFORMATION
TASKS My
LEAD
MARKETING INFORMATION
APPOINTMENTS
NOTES
CORPORATE ACTIONS

3. welcome to ClientEngage!
Microsoft Dynamics
6/19/2018
welcome to ClientEngage!
Promote your business and improve sales with targeted marketing campaigns in ClientEngage.
Create activities for each campaign and assign them to different team members. Track customer response and costs for each campaign.
Follow this step-by-step guide to get started with your marketing campaigns.
REPORTING & WORKFLOWS S
PERSONAL & FINANCIAL INFORMATION
TASKS My
LEAD
MARKETING INFORMATION
APPOINTMENTS
NOTES
CORPORATE ACTIONS

4. Managing marketing campaigns!
Microsoft Dynamics
6/19/2018
Managing marketing campaigns!
Built-in processes guide you from one stage of the marketing and sales process to the next, and easy-to-use dashboards help you set goals and provide actionable insights to help you close more deals.

5. Understand the difference between a campaign and a quick campaign
Microsoft Dynamics
6/19/2018
Understand the difference between a campaign and a quick campaign
Use standard campaigns to manage the end-to-end process of a complete marketing campaign, like managing campaign and planning activities, distributing the activities to other team members, and tracking how the campaign did.
In contrast to standard campaigns, use quick campaigns to automatically distribute a single activity to selected accounts, contacts, or leads, or to a single marketing list. The effects of a quick campaign are immediate.

6. get around and find your data
Microsoft Dynamics
6/19/2018
get around and find your data
When you choose the Main Menu from the navigation bar, you can access your campaigns, marketing lists, or other items.
Go to Marketing > Campaigns.

7. view your campaigns in a list
Microsoft Dynamics
6/19/2018
view your campaigns in a list
When you go to the campaigns, you’ll see the names in a list. Choose a name to see details or to enter more data.
Mention team structure

8. filter the list to show the right campaigns
Microsoft Dynamics
6/19/2018
filter the list to show the right campaigns
When you go to your campaigns, you’ll see the names in a list. You can filter to see only the campaigns you’re interested in, such as all active clients in the system, or only the ones you’re following. Choose the down arrow next to My Campaigns, and then point to the list you want (for example, Launched campaigns).

9. Create or edit a campaign
Microsoft Dynamics
6/19/2018
Create or edit a campaign
Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.
Add general campaigns information and type information
You might see all marketing list that were used for this campaign
View all activities about this lead

10. Create or edit a campaign
Microsoft Dynamics
6/19/2018
Create or edit a campaign
Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.
In the Schedules section, enter the proposed and actual start and end dates of the campaign.
Get an overview of all the leads that were generated by the campaign

11. Associate campaigns or quick campaigns to a marketing list
Microsoft Dynamics
6/19/2018
Associate campaigns or quick campaigns to a marketing list
After you have created a campaign or quick campaign, you can associate it to your marketing list. You can also create a new campaign or quick campaign from your marketing list.
In the Campaigns or Quick Campaigns area, click the Add button.
Search for the campaign or quick campaign you want to associate to this marketing list.

12. add activities about a campaign
Microsoft Dynamics
6/19/2018
add activities about a campaign
When you’re viewing the details for a campaign, choose Activities, and then click the add phone call or add task button.
Add s, phone calls or appointments

13. Create or edit a campaign
Microsoft Dynamics
6/19/2018
Create or edit a campaign
Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.
Add strategic campaign information to your campaign, such as:
Budgets and expenses
Promotion codes
Target products
Marketing collateral, including sales literature
Target marketing lists

14. Add campaign activities
Microsoft Dynamics
6/19/2018
Add campaign activities
Make your marketing campaigns successful by creating, distributing, and assigning planning and campaign activities.
Planning activities are those you want to perform before you launch the campaign, and campaign activities are those you want to manage as part of the campaign.
Examples of planning and campaign activities you can add include:
Identify advertising channels and supporting materials
Contact media channels to reserve time or space for advertising
Create or refine target marketing lists
Contact a design agency to request creation of collateral pieces and advertising materials
You can add campaign activities directly inside the campaign

15. Add campaign activities
Microsoft Dynamics
6/19/2018
Add campaign activities
By default, a campaign targets an activity to the group of marketing lists that you select for the campaign. If you want to run a campaign activity on a subset of your marketing lists, you can distribute the activity to certain members instead.
Add specific information about the activity
Modify which marketing lists this campaign activity targets
Add eximius screenshot

16. Add campaign activities
Microsoft Dynamics
6/19/2018
Add campaign activities
By default, a campaign targets an activity to the group of marketing lists that you select for the campaign. If you want to run a campaign activity on a subset of your marketing lists, you can distribute the activity to certain members instead.
To add a marketing list, click +. In the Look Up Records box, type in your search and click the Search button, select one or more marketing lists, and click Add.
To distribute the new campaign activity, on the command bar, click Distribute Campaign Activity.
In the activity form, type or modify information in the text boxes, and click Distribute.
Choose who will own the activities, and click Distribute.
Add eximius screenshot

17. Add campaign activities
Microsoft Dynamics
6/19/2018
Add campaign activities
After all the distributed activities are closed, you can close the campaign activity. To close the campaign activity, open the campaign activity record, and on the command bar, click Close Campaign Activity. Set an appropriate status for the activity, and click OK
When the activity is completed, update the campaign activity record with the actual costs. Open the campaign activity and update the Actual Cost field. This can help guide you in planning future campaign activities.
Add eximius screenshot

18. Creating a marketing list
Microsoft Dynamics
6/19/2018
Creating a marketing list
Your marketing list is the core of running a successful marketing campaign. It can include any one type of customer record, such as leads, accounts, or contacts.
You can create two types of marketing lists:
Static Use a static list if you prefer to add and update members manually.
Dynamic Use a dynamic marketing list if you want the list to return a list of members dynamically when needed, based on search criteria you set. For example, if you want to run a campaign to members of a specific city, use a dynamic list. A dynamic marketing list retrieves the updated list of members each time you open the list, create a quick campaign from the list, or distribute a campaign activity for a campaign associated with the list.

19. Creating a marketing list
Microsoft Dynamics
6/19/2018
Creating a marketing list
You can create a lead yourself and add extra details about the lead.
Go to Marketing > Marketing Lists.
Click New.
Add or change the information in the Summary area. This screenshot provides an example.
Click Save so you can enter information in other areas of the form.
Add any other information that applies to your marketing list in the Notes area.
Click Save.

20. Add members to a marketing list
Microsoft Dynamics
6/19/2018
Add members to a marketing list
In any marketing list record, in the Members area, click the Add button.

21. Add members to a marketing list
Microsoft Dynamics
6/19/2018
Add members to a marketing list
In the Manage Members dialog box, select one of the following options, and then click Continue.
Add using Lookup
In the Look Up Records dialog box, select your search criteria.
Select the records that you want to add, click Select, and then click Add.

22. Add members to a marketing list
Microsoft Dynamics
6/19/2018
Add members to a marketing list
Add using Advanced Find
In the Add Members dialog box, click Select, and then select the field on which you want to search.
Click Equals, and then select a query relational operator.
Click Enter Text, and then type the value that you want to locate.
To specify the columns to include in the search results, click Edit Columns, and then Add Columns. Then select the columns that you want to add.
Click Find.
Select the members that you want to add then click Add to Marketing List.
Add only the selected members to the marketing list
Add all the members returned by the search to the marketing list

23. Criteria for a dynamic marketing list
Microsoft Dynamics
6/19/2018
Criteria for a dynamic marketing list
In the Manage Members dialog box, click Select, and then select the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types.
When you select a related record type, a new line appears with another Select list for the related record type.

24. Track a marketing campaign response using in-app marketing
Microsoft Dynamics
6/19/2018
Track a marketing campaign response using in-app marketing
Record the replies you get from potential customers in response to a specific marketing campaign to make sure your team can act on the responses. Measure the success of specific campaign activities based on their response rates. You can manually create campaign responses in ClientEngage or have an other marketing tool generate them automatically.
Go to Marketing > Campaigns.
Select the campaign that you want to add campaign responses to, and under Responses, click Add .
Add information in the Campaign Response form.
Click Save.

25. track performance on the dashboard
Microsoft Dynamics
6/19/2018
track performance on the dashboard
You’ll probably spend a lot of time each day checking the charts and graphs on your dashboard to see how you and your team are doing. You can interact with dashboard data and see the underlying data used to create it by choosing a bar on a chart.
Leads by Campaign Generated
Leads by Campaign Type
Revenue Generated