I am trying to create, distribute, and track all campaign responses
from MS CRM 3.0. I have successfully accomplished the following steps
1. Create Marketing List
2. Create Marketing Campaign
3. Attach the marketing list to the marketing campaign
4. Create a new campaign activity. The activity that I have created is
"E-mail via mail merge".
5. I have then distributed the email (via mail merge).
6. I have received a response from the campaign with a CRM tracking
token from the campaign.
7. I have clicked the 'Track in CRM' button to promote the e-mail. In
the regarding field, the name of the campaign activity then appears. In
this case, it is the name of the email that was sent to all marketing
list contacts.
However, after I have promoted it the e-mail, it is still not tracked
as a 'campaign response' under the marketing campaign, even though on
the server settings I have E-mail tracking turned ON and 'Create
campaign responses for incoming e-mail' turned ON. No campaign
responses are tracked anywhere. The only place the e-mail is tracked is
in the 'history' section of each individual contact. Can someone please
tell me why I can't get the campaign responses to track as campaign
responses, all in the same place?
Thank you in advance,
Andrew