Dynamics CRM Workflow is a very powerful tool. While most of the ClickDimensions functionality happens as web service calls, times arise when a customer or partner wants to extend the functionality of ClickDimensions for their own custom process. That’s where CRM Workflow is our best friend.

It can be a bit scary or overwhelming to jump into the workflow editor for the first time. So if you are not familiar with CRM workflow, we suggest taking a 3 step approach – define, design and draft. 

Each day this week, we will post an example of how we have implemented CRM workflow with ClickDimensions to extend the functionality for very specific needs. Maybe you don’t have the exact same process, but hopefully this will inspire you to apply the concepts to automate your workload.

Enjoy!

#1: Create Campaign Response

If you are using the campaign entity (which we highly recommend you do), then chances are you are also using campaign responses, perhaps for inbound calls or manual processes like a newly generated lead or opportunity. With ClickDimensions web tracking, we provide a method for grouping visits together based upon where that visit came from. In most cases, we track our customers using source tags as added parameters in the pay-per-click (PPC) target URLs or in the URLs tweeted or posted to social sites.

While it is very easy to use CRM views, reporting, or even dashboards to view and analyze the traffic coming from a particular inbound link to your site, some marketers want to create a campaign response for visits from a PPC ad or a certain post they have shared. That way they can evaluate all the different types of responses from within the campaign record.

Define:

When someone clicks on a PPC ad or link shared as part of a CRM Campaign, create a campaign response. A source tag parameter will be added to the target URL for ads and links in posts that include the Campaign ID (from Campaign) and Ad ID/Post ID (a custom field added to the campaign Activity record).

Design:

Workflow – Campaign Response: Visit from PPC ad

                On Create: Visit

                Check: IF [Referral URL] CONTAINS {?s=CampaignKey-ADID}

                Create New Record: Campaign Response

                                Properties:

                                                Campaign = Campaign

                                                Response = Visit From PPC ADID

Workflow – Campaign Response: Visit from Social Post

                On Create: Visit

                Check: IF [Referral URL] CONTAINS {?s=CampaignKey-POSTID}

                Create New Record: Campaign Response

                                Properties:

                                                Campaign = Campaign

                                                Response = Visit From PPC ADID

Draft:

Likewise, you could also apply this idea to create a campaign response on other triggers as well. Perhaps when a new lead is created and has the source campaign equal to the campaign. Maybe the same for a new opportunity, or even take it a step further and create an additional campaign response when an opportunity created from the campaign actually closes. Talk about return on marketing investment!

Stay tuned this week for 4 more workflows!

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