add-marketing-list-sales-literature-product-campaign-using-app-marketing-sales.md

title	description	ms.date	ms.topic	author	ms.author	ms.reviewer	ms.custom	searchScope
Add assets to campaigns using in-app marketing	Depending on the marketing context of a campaign, add assets such as a marketing list, sales literature, or product to a campaign using in-app marketing.	06/20/2024	how-to	lavanyakr01	lavanyakr	lavanyakr	bap-template evergreen	D365-App-msdynce_saleshub D365-App-msdynce_salespro D365-Entity-list D365-Entity-campaign D365-UI-* Dynamics 365 Sales Customer Engagement

Add a marketing list, sales literature, or product to a campaign using in-app marketing

Add all items to the campaign that your organization needs in this marketing context. Usually you need to add marketing lists, but you might also want to refer campaigns to products and related campaigns, or you might want to add sales literature that documents sales procedures.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	Any primary sales role, such as salesperson or sales manager More information: Primary sales roles

Add product list, product, or sales literature to a campaign

1. In the site map, select Marketing Lists.

2. Open a marketing list record, and then in the Campaigns area, open the campaign to which you want to add a list, product, or sales literature.

   The following table shows what you need to do to add each type of item.

   To add	Do this
   A marketing list	On the Related tab, select Target Marketing Lists, and then select Add Existing Marketing List.
   A product	On the Related tab, select Target Products, and then select Add Existing Product.
   Sales literature	On the Related tab, select Sales Literature, and then select Add Existing Sales Literature.
   A related campaign	On the Related tab, select Related Campaigns, and then select Add Existing Campaign.

3. Select the type of record you want in the Lookup Records panel. In the Look for records field, type the first few letters of the name of the record to narrow your search, and then select the Search icon .

4. Select the records that you want to add in the list of records that appears, and then select Add.

5. Select Save or Save and Close.

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Related information

Get started with in-app marketing
Create a marketing list using in-app marketing
Create or edit a campaign using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Track a marketing campaign response using in-app marketing

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