See all Marketing Automation Metrics in Dynamics 365

Hey there, glad you could join us today!

Are you having trouble viewing and/or organizing Marketing Automation metrics over in Microsoft Dynamics with SyncApps?

Well, you have definitely come to the right page!

By default, SyncApps automatically creates the Dynamics 365 Campaign and also populates the description field in Dynamics CRM Campaign Response with the campaign metrics from your Marketing Automation solution.

You can now gain insight into your Dynamics CRM Campaign Links your prospects and customers are clicking too!

If you would like more reporting capabilities within Dynamics CRM and Mobile updates on your campaigns then please take a few minutes to create the fields needed on the Campaign Response object in CRM.

Let’s get started with Customizing your Dynamics CRM for SyncApps integration!

Campaign Responses:

 

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Create custom fields on the Campaign Response object with the following exact field names:

new_clicks, new_opens, new_bounces, new_forwards (new_ prefix is automatically appended by Dynamics CRM) with the correct data type.

The opted-out field is also available. The field name should end with _opted_out (like new_opted_out) with type boolean.

Note that for Opens, Clicks, Bounces they must be an integer (whole number) and Opted Out must be boolean.

SyncApps finds the field name that ends with "_opens", "_bounces", "_clicks", "_forwards" so your custom fields should be fine even if you have any company like prefix before xxx_new_opens, xxx_new_bounces, xxx_new_clicks.

If ever you would also like to see URLs clicked in each email, then what you need to do is create new_email_events (custom field type should be "Multiple Lines of Text")

 

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The fields then will be populated with email marketing metrics with each scheduled sync.

See how to Customize the Campaign Response form view below!

 

mscrmcampainresponses5.jpg

 

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For Event Marketing Sync, the following fields can be created on Campaign Response object to store registration status, attendance status, payment status and guest count information:

  • _registration_status
  • Data Type: Single Line of Text
  • _attendance_status
  • Data Type: Single Line of Text
  • _payment_status
  • Data Type: Single Line of Text
  • _guest_count
  • Data Type: Whole Number (Integer)

Hope you find this article helpful enough with the step you’re on now!

 

If you ever hit any snags again, you can always holla at support.cazoomi.com and we are online 24/7, just for you to make sure you get the best out of your apps.

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