Yesterday I wanted to do a reach out to my network. I wanted to find out which of my contacts within my CRM system might be attending Microsoft Convergence. What I did was as follows
1) I created a Marketing List of all the contacts in our Internal TRG CRM System who I was the owner on and who were active.
2) I setup a quick campaign to use that list.
3) I created an e-mail that I wanted to use and when doing the campaign I used that e-mail body..
4) I sent out an e-mail campaign.
5) As people response I close the activity and choose a campaign response of Yes, attending if appropriate or No, not attending. I can then make sure to invite those selected people to other appropriate sub events that are happening in Orlando.
In doing the campaign it also tickled up other opportunities of win/win where working together is mutually beneficial and it also alerts me to incorrect e-mail addresses that need my attention.
Have you started to use the CAMPAIGN feature of Microsoft Dynamics CRM? It is so cool!
Here is a link to a couple of Videos and white papers on Campaigning.
Campaigns from Start to Finish
What is the Difference between a Campaign and a Quick Campaign