How design campaign reporting salesforce


How to Structure Your Campaigns for Effective Reporting in Salesforce

  • Segmenting Campaigns Using the Campaign Type Field. The Campaign Type standard field on Campaigns is a great way to…
  • Segmenting Your Campaigns by Date. Many people recommend using the built-in start and end dates on the Campaign to…
  • Grouping Related Campaigns Together. In some cases it makes sense…


How to structure campaigns for effective reporting in Salesforce?

How to Structure Your Campaigns for Effective Reporting in Salesforce 1 Segmenting Campaigns Using the Campaign Type Field. The Campaign Type standard field on Campaigns is a great way to organize your Campaigns based on channel. 2 Segmenting Your Campaigns by Date. … 3 Grouping Related Campaigns Together. … 4 Bringing it all Together. …

How do I create a campaign in Salesforce?

Head to the “Campaigns” tab in Salesforce. If you don’t see this, click on the App Launcher (waffle icon, left of the navigation bar), and search for campaigns there. If you need to use this tab regularly, you can add the “Campaigns” tab to your navigation bar by clicking the pencil icon (right of the navigation bar)

How to use Salesforce campaigns to drive new leads?

Here are four examples of how you can use Salesforce Campaigns to drive new leads and sales opportunities. Gated web content. Webinars and events. One-off promotional emails. Ongoing nurture emails. Let’s explain how each works.

What are the default campaign member values in Salesforce?

The default Campaign Member values that salesforce provides for each Campaign are ‘Sent’ and ‘Responded’. These are not, unfortunately, the most useful values for all campaigns you might want to run in salesforce.


How do I create a campaign report in Salesforce?

Go to the Reports tab. Click the “New Report…” button. Under “Select Report Type”, click the plus sign next to Campaigns, then click once on the Campaigns with Campaign Members option, and click the Create button.

How do you create a campaign report?

Campaign Reports: What They Are & How to Make OneWhat Is a Campaign Report? … 1) Determine Your KPIs FIRST. … 2) Limit the Number of KPIs You Track. … 3) Decide Who Needs This Information. … 4) Transform Numeric Data into Visual Data. … 5) Set up Automated Reports.

What is standard campaign report in Salesforce?

Use campaign reports to analyze your marketing efforts. You can report on the ROI of your campaigns, track who you targeted with your campaigns and who has responded, or analyze which opportunities resulted from your campaigns.

What kind of information can you see with the built in campaign reports Salesforce?

With built-in campaign reports, Margaret can easily see who her campaigns are targeting, who has responded to each campaign, and how much revenue they’re generating. You can find the built-in campaign reports by clicking the Reports tab, then New Report, and then Campaigns from the list of report types.

How do you create a report template?

0:0212:19Create custom reports with our report template builder – YouTubeYouTubeStart of suggested clipEnd of suggested clipChannel when you use the template builder you can choose one of our sample reports to customize. OrMoreChannel when you use the template builder you can choose one of our sample reports to customize. Or start a new template to build it step-by-step.

How do I create a digital marketing report?

How to create your digital marketing reportThink about your goals and objectives.Consider your current strategies.Choose a reporting frequency.Select which metrics you want to measure.Compile your report and analyze your results.

How do I create a custom report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. … Enter the Report Type Label and the Report Type Name .More items…

How do I organize my Salesforce campaign?

7 Tips for Organizing Your Campaigns in SalesforceHave a naming convention. Have a standard campaign naming convention and stick with it. … Narrow down your campaign types. … Standardize your member statuses. … Create custom fields. … Have a campaign hierarchy. … Use campaign record types. … Set up campaign influence.

How do I create a campaign hierarchy in Salesforce?

You can create a robust hierarchy up to five levels deep.Create or open the campaign record of a campaign that you want to use as a child.In the Parent Campaign field, select the campaign to use as the parent.To see where in the hierarchy a campaign appears, open the campaign record and click View Campaign Hierarchy.

How do you report a marketing campaign?

Follow these steps and you’ll have a repeatable process for how to write a marketing report:Determine the purpose of the report.Ask what you want to learn from it.Define your marketing goals.Identify the information that will tell you what you want to know.Assemble the marketing data in an order that tells the story.More items…•

What are some features of campaigns in Salesforce choose 3?

Salesforce Campaign MetricsTotal Members. The total number of Leads and Contacts linked with the Campaign.Responses in Campaign. This number is critical. … Opportunities in Campaign. … Value Opportunities in Campaign. … Won Opportunities in Campaign. … Value Won Opportunities in Campaign.

What can you do with campaign record types?

What can you do with campaign record types? Track different details for different kinds of campaigns.

How to create a campaign in Salesforce?

To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don’t have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record. Ask your system administrator to edit your User record and set this checkbox to True.

What is Salesforce campaign?

A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication (s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.

What is a campaign member in Salesforce?

A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time and is critical for building useful marketing reports and dashboards in Salesforce.

Does Pardot improve marketing effectiveness?

The answer is that it vastly improves the visibility of marketing effectiveness . Pardot, Marketo (and similar tools) are superb at the granular level. You can see what an individual clicked on, the web pages they visited, etc. Unfortunately, it’s harder to understand the overall effectiveness of campaigns.

Can you link a lead to more than one campaign?

Lead and Contact Campaign History. Naturally, one Lead or Contact can link to more than on Campaign over time. You may even have a Lead or Contact to be associated with several Campaigns at the same time. And of course, they can have a different Member Status for each Campaign.

Can you link a Salesforce form to a Salesforce campaign?

If you don’t have a marketing tool, you can use a simple web-to-lead instead. However, in either case, link the form to a Salesforce Campaign. That way, not only do you capture the person as a Lead, but you also connect the Lead and any subsequent Opportunity to the Campaign.

Create a Salesforce Campaign

Walk-through the steps to create a new Salesforce Campaign with our interactive tutorial:

Campaign Member Statuses

Each Campaign Member (Lead/Contact that will be added to your Campaign) has a ‘Member Status’. Campaign Member Status, therefore, describes the level each individual has engaged with a Campaign (aka. the touchpoint).

Plan Your Campaign Hierarchy

Campaigns rarely exist alone. Think about hosting an event – there will be different marketing activities that power the event, such as an invitation email, registering attendance, and likely a follow-up email after the event.

Make Salesforce Campaigns Your Own

To boost your productivity using Salesforce Campaigns, you could consider customizing the page layout to fit your needs – for example, editing the position of fields and creating new custom fields, changing which components are displayed, and how.


Now you see that there’s more than what meets the eye when it comes to creating a Salesforce Campaign.

Segmenting Campaigns Using the Campaign Type Field

The Campaign Type standard field on Campaigns is a great way to organize your Campaigns based on channel. This is where you would mark a Campaign as a “Webinar” or a “Conference”.

Segmenting Your Campaigns by Date

Many people recommend using the built-in start and end dates on the Campaign to segment Campaigns by date. This approach can work, but the major drawback is that some Campaigns can run for long periods of time and an accurate start and end date for a generic web form Campaign may not offer anything meaningful.

Grouping Related Campaigns Together

In some cases it makes sense to group Campaigns together using hierarchy, specifically if you have a campaign that has multiple aspects. A good example is a webinar that may be presented live as well as recorded for future consumption. In this case the parent would be the overall webinar and there would be “live” and “recorded” child Campaigns.

Bringing it all Together

Using custom and standard pick list fields on the Campaign allows you to segment and compare your campaigns and their performance against each other. Segmenting based on dates on the Campaign Member allows you to compare performance for a specific time period, either within a single Campaign or across many different Campaigns.


Here’s an example of a campaign that has a separate reports tab containing report charts.

Step 1: Create the reports

The first step is to create the reports you want to add. There are two things to keep in mind when creating your reports:

Step 2: Add the reports to the campaign page layout

Now that your reports are created, you can add them to the campaign page layout. Navigate to one of your Salesforce campaigns, click on the gear icon, and click on edit page. This will take you to the Lightning Page Builder.


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