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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to link the campai...
Customer experience | Sales, Customer Insights,...
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how to link the campaign code to the journey

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Posted on by CU08101108-0 11
Any Help on This Please!!

I need to link the campaign code to a customer journey in Dynamics 365 Marketing in order to track and attribute interactions back to a specific marketing campaign. The goal is to ensure that when contacts engage with emails, forms, or other touchpoints in the journey, their responses are tied to a campaign code for reporting and performance analysis. 
Categories:
Microsoft Dynamics CRM
  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 6,634 Super User 2025 Season 1 on at
    how to link the campaign code to the journey
    Hello CU08101108-0,
     

    You're aiming to connect campaign codes to customer journeys in Dynamics 365 Customer Insights - Journeys (formerly Marketing) for effective tracking and attribution. Here's how to achieve this:

    1. Use the 'Campaign' field on Journey-Related Entities:

    • Most journey-related entities (like emails, forms, landing pages) have a lookup field called 'Campaign'.

    • When you create or edit these elements within your journey, ensure you select the relevant campaign in this field.


      •  

    2. Utilize the 'Marketing Campaign' attribute in segments:

    • When defining segments used in your journey, you can filter contacts based on their interaction with a specific marketing campaign.

    • Use the 'Marketing Campaign' attribute to link the segment to the relevant campaign.


      •  

    3. Leverage Journey Analytics:

    • Customer Insights - Journeys provides built-in analytics.

    • These analytics often allow you to filter and view journey performance data by the associated campaign.


      •  

    4. Custom attributes for enhanced tracking:

    • Create a custom attribute to store the campaign code.

    • Add this attribute to relevant forms and touchpoints.

    • Use this attribute in journey logic and reporting.


      •  

    5. Power Automate for advanced automation:

    • Use Power Automate to create flows that automatically assign the campaign code to relevant records based on journey interactions.


      •  

    By consistently using the 'Campaign' field and leveraging journey analytics, you can effectively link campaign codes to your journeys and track the performance of your marketing efforts.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak

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