What can you do with salesforce campaigns


For example, some of the specific things you can do with Campaigns in Salesforce are:

  • Measure how well marketing campaigns are doing.
  • Let salespeople see the history of marketing messages delivered to customers and prospects.
  • Understand which Leads and Contacts have responded to emails and other marketing communications.
  • Summarize campaign results for non-marketing specialists.
  • Let salespeople quickly add Leads and Contacts to upcoming events, webinars, and other campaigns.

Use Salesforce campaigns to bridge the gap between marketing and sales and promote your successes to internal stakeholders. You can define campaign types, organize assets, add members, create campaign hierarchies, and then track and report on campaign performance.

Table of Contents

How to create a campaign in Salesforce?

Steps Download Article

  1. Sign into your Salesforce account. You will be asked for an email and a password. …
  2. Go to the “Campaigns” tab, which will be toward the left hand side of your horizontal options for your Salesforce account.
  3. Choose whether it is a “Parent” campaign or a “Child” campaign in the drop down menu for Campaign Record Type.

More items…

How to add multiple accounts to campaign in Salesforce?

In this expert-written guide you’ll learn all about:

  • The essential features of Salesforce Campaigns.
  • How to create and customize Campaigns in Salesforce.
  • How to use Campaign Members.
  • Syncing marketing results from Pardot to Salesforce Campaigns.
  • Dashboards and reports that provide marketing metrics.

How to use Salesforce campaign effectively?

Use promotional emails effectively: You do not want to overwhelm your email list, but you want every email you send to be used effectively. For example, you can promote contests and giveaways in your campaigns to reconnect with inactive subscribers, or send subscribers a poll or survey to find out what type of content they’re most interested in.

How to send drip emails using Salesforce campaign?

  • Select the Action Type as ‘Process’.
  • Enter the Action Name.
  • Choose the ‘Drip 2′ invokable process that is created by following the instructions in Step 8.
  • Select the Process Variable as the Campaign Member that has started this process and Save.

What are Sfdc campaigns?

In a nutshell, Salesforce Campaigns is a feature that allows organizations to plan, organize, manage and track your outbound marketing efforts.

What is the purpose of campaign object in Salesforce?

The Salesforce Campaign object is typically used for tracking a company’s marketing initiatives, as well as which individuals are targeted by them and their responses.

What is an advantage of setting up a campaign hierarchy?

What is an advantage of setting up a campaign hierarchy? By tracking leads and contacts targeted by each initiative, as well as their responses, how is the marketing manager benefited? Margaret, the marketing manager, can tailor each campaign to the type of marketing effort it represents.

What is the point of campaigns?

The campaign goal, aim or purpose states what needs to change, and to what extent, in order to solve the problem addressed by the campaign. Ideally, the goal should fit into a single, short sentence and be designed in a way that can be fully understood by all participants in the campaign.

Which 3 objects can be added as campaign members in Salesforce?

To add members to campaigns from custom reports, the report’s primary object must be a lead, contact, or person account.

What does campaign influence allow a user to do in Salesforce?

Campaign influence allows one to associate one opportunity to multiple campaigns.

What can you do with Salesforce campaigns trailhead?

Create Campaigns and Campaign HierarchiesLearning Objectives. After completing this unit, you’ll be able to: … Prepare to Set Up Your Campaigns. … Campaign Hierarchies Organize Your Campaigns. … How to Structure Campaign Hierarchies. … Create a Parent Campaign. … Create a Child Campaign. … View a Campaign Hierarchy. … Resources.

How do I structure a campaign in Salesforce?

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.

Who can view campaigns in Salesforce?

Depending on your sharing settings, users in your org can view campaigns, view the advanced campaign setup, or run campaign reports. However, only designated marketing users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.

What are the three key elements of a campaign strategy?

However, your organization can compile its existing resources into a winning digital campaign strategy by focusing on three key campaign elements — campaign objectives, target audience, and key messaging.

What are campaign ideas?

8 marketing campaign ideas you can roll out yourselfKeep customers informed with an educational campaign. … Build a referral program from scratch. … Connect with influencers to raise brand awareness. … Create buzz with a contest or giveaway. … Engage customers with a user-generated content campaign.More items…•

What is an example of campaign?

Campaign is defined as a series of organized actions which are done for one purpose. An example of a campaign is a group canvassing for a political candidate running for office. A series of operations undertaken to achieve a set goal. An election campaign; a military campaign.

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.

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 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.

What does setting the right member status value mean in Salesforce?

Setting the right Member status values for each Salesforce Campaign means we can run reports that compare the effectiveness of our marketing activities.

Why do companies send one off emails?

Many companies send ‘one-off’ emails to their customers and prospects to drive short-term inquiries and sales.

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.

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.

What is a Salesforce campaign?

Simply put, Salesforce Campaigns are a standard Salesforce object, that is included for every Salesforce customer. Campaigns are typically used by the Marketing Team, however, Sales Development Teams (BDRs/SDRs/lead generation agencies) can also leverage Campaigns.

How to create a calendar in Salesforce?

By navigating to the ‘Calendar’ tab, you can create a calendar using any object in Salesforce. Set the date fields you want to be reflected on the calendar ( typically ‘start date’ and ‘end date’), then filter by any list view you have set up (eg. My Active Campaigns, All Manufacturing Campaigns etc.).

What is the active checkbox in Salesforce?

The ‘Active’ checkbox field on Salesforce Campaigns comes out-of-the-box with Salesforce. Many marketers take its existence for granted, as we get more efficient at setting campaigns up, almost on auto-pilot. It may not seem to have much use to you, because after all, the ‘Status’ field tells you whether a Campaign is Planned, In Progress, Completed, or Aborted.

Why is the Campaign Hierarchy view important in Salesforce?

This view allows you to visually see how multiple child campaigns are related to parent campaigns, with collapsible sections that aid navigating (what frequently become) monster hierarchies.

Why do we need campaign approval?

Campaign Approval Processes are a popular request because, after all, running Campaigns can be a huge cost to your company. You want to make sure you’re getting as high an ROI as possible for every campaign you run, which means monitoring costs to control budget spend. Another great example is content approval, to ensure you have a consistent brand voice across all collateral. Both of these examples need a second, third opinion in the business in order to progress the campaign planning to the next stage.

How do campaign hierarchy trees grow?

You could think of Campaign Hierarchies as a tree; the roots grow into branches, that split off into many leaves.

What is a campaign hierarchy?

It’s about time we spoke about Campaign Hierarchies! Campaigns can be organised in a hierarchy structure, which groups different tactics involved in a campaign (child campaigns), rolled-up to one umbrella campaign ( the ‘Parent’ campaign).

1. Uploading an email list

Imagine that you’ve returned from an industry event with a list of prospects. You’ll upload them into Salesforce as Leads, simultaneously assigning them to a Salesforce Campaign called “10th Annual User Conference Leads.” Now that they’re members of this Campaign, you can easily find them and segment them in the future.

2. Create a lead view for a sales rep

Imagine that you’re back from a conference, and you’ve got a bunch of new Leads. It’s time for sales reps to contact your Leads in hopes that some of them will become customers. Simply create a Salesforce lead view based on the the Salesforce Campaign “10th Annual User Conference.” Your sales reps now have an instant list from which to work.

3. Nurture a list

You’ve got some amazing eBooks, blog posts and webinars for the prospects you met at the conference. Using Salesforce or a marketing automation system that integrates with Salesforce, email the members of the “10th Annual User Conference” Salesforce Campaign, offering them an eBook.

4. Report ROI on the conference

Now imagine 12 weeks have passed since the conference. The easiest way to create a report in Salesforce is based on the members of a Salesforce Campaign. Salesforce will automatically calculate which members of the campaign are associated with opportunities and revenue, so all you have to do is specify the campaign (e.g.

5. Track and measure content engagement

In this scenario, you have a list of unconverted Leads that you know little about, and you start offering them content or promotions through a marketing automation tool such as Marketo, Pardot or Eloqua.

How to check if you have a marketing user?

To check whether you have the Marketing User option in your user profile, go to Setup and enter Users in the Quick Find box. Click Users and then your username. Then look for the Marketing User checkbox on the user detail page. If the box isn’t checked, edit the record and select the checkbox.

Can you assign revenue to a different campaign?

You can assign revenue to a different campaign.

Can you group marketing programs together?

With campaigns, you can group your marketing programs together into hierarchies for greater visibility into the results of a large group of campaigns.

How to track responses in Salesforce?

You do this by checking the Responded box next to the value in the Campaign Member Statuses related list.

What is Campaigns with Contacts report?

The Campaigns with Contacts report lists each of your campaigns and all of the contacts associated with them.

How to add members to a campaign?

Add one or more members by clicking Manage Campaign Members from the dropdown menu on the Campaign Members related list.

What is Salesforce used for?

Salesforce can also help you build connected brand journeys that adjust based on your customer’s interactions, and give them the most helpful personalized experience . Learn more about Marketing Cloud here.

Who is the CEO of Salesforce?

Maybe you’ve heard CEO Marc Benioff speak on CNBC or CNN. You may also recognize our cloud logo, friendly characters, or our very tall headquarters in San Francisco. But, because our work in the world is so varied, we often field the question: What does Salesforce actually do?

Why do customers trust Salesforce?

Today’s customers want to trust they’re getting what they need from you, when and where they need it. They want experiences to be effortless, and they’re loyal to brands they can count on. The connected customer experiences Salesforce helps you to create ensure that trust.

What is Customer 360?

Customer 360 includes apps for marketing, sales, commerce, and service to help propel business forward — plus Slack to connect customers, teams, and partners.

How long is the Salesforce video?

This three-minute video explains how Salesforce technology brings customers, partners, and your brand together across teams – anywhere.

How does holistic view of each customer help companies?

How? This holistic view of each customer shortens the time it takes for companies to resolve customer issues. It also eliminates redundancies in communication, and allows for highly personalized interactions.


Standard Object, Many Use Cases

What are Salesforce Campaigns? Simply put, Salesforce Campaigns are a standard Salesforce object, that is included in the orgs of every Salesforce customer (who has purchased Sales Cloud). Campaigns are typically used by the Marketing Team, and the Sales Development teams (BDRs/SDRs/lead generation agencies) can als…

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‘Active’ Checkbox

  • The ‘Active’ checkbox field on Salesforce Campaigns comes out of the box. As we get more efficient at setting campaigns up, marketers will tick this field, almost on auto-pilot. It may not seem to have much use to you – after all, the ‘Status’ field tells you whether a Campaign is Planned, In Progress, Completed, or Aborted. So, what’s so special about this field? The ‘Active’ c…

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Campaign Custom Fields

  • The Campaign object comes with a number of fields out-of-the-box, which you can choose to add/remove to your Campaign page layout. Add further custom Campaign fields to capture additional information or see your data in different ways (using formula fields). Before you go wild and add multiple fields – pause and think to avoid cluttering your page layouts and frustrating y…

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Campaign Hierarchies

  • It’s time we talk about Campaign Hierarchies! Campaigns can be organized in a hierarchy structure. The marketing initiative can be split into multiple tactics involved – this would involve creating one campaign for the initiative (the ‘Parent’ campaign) that splits into the multiple tactics (child campaigns). Thanks to the parent campaign, child campaigns are connected together (by …

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Campaign ‘In Hierarchy’ Fields

  • We know that Salesforce Campaigns come out of the box with standard fields; some you will find are called “____ in Hierarchy” that summarize the metrics from all child campaigns related to the parent in the hierarchy. Let’s walk through an example. There are three child campaigns that are linked to the same parent campaign (we’ll call them A, B, C). Each has related campaign member…

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Customize Your Campaign Hierarchy View

  • We’ve seen that hierarchies are essential to using Salesforce Campaigns effectively – navigating from one campaign in the hierarchy to another can become frustrating if you don’t know these tips. 1. You can view the whole campaign hierarchy by clicking on the icon beside the campaign name on the Campaign record. 2. The collapsable sections help navigate large (monster) hierarc…

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Connected Campaigns

  • Do you have Pardot? Keep reading if you do. Salesforce Campaigns sync to Pardot so that they are also available in the Pardot app. These are Connected Campaigns;the idea is to associate the marketing assets you create in Pardot, such as emails, forms, etc. with the Salesforce campaign. As a result, you’ll be well-placed for multi-touch attribution, as each tactic will have a dedicated c…

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Campaign Engagement History Metrics

  • Do you have Pardot? Keep reading if you do. Thanks to Connected Campaigns (point #7), Pardot customers can sync all activities (engagement) happening with Pardot marketing assets (emails, forms, landing pages etc.). These are displayed in a Lightning Component on into Salesforce campaigns called ‘Engagement Metrics’, which you will need to add to your Campaign Lightning …

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Related Objects and Related Lists on Campaigns

  • I don’t need to tell you that a CRM is a database, a collection of objects that contain records, and those records can be related to records of other objects in certain ways, according to the rules your organization has decided on (ie. the data model). Out of the box, before any configuration is done, the Campaign object has the following related objects: 1. Campaign Members (see point #…

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Campaign Members

  • Salesforce Campaign Members are Leads, Contacts (and now Accounts, Person Accounts) that are related to a Salesforce Campaign. In a nutshell, there is no direct relationship between a Lead/Contact (etc.) and a Salesforce Campaign in the Salesforce data model – this is why Campaign Members exist! When a user, automation, or integrated app adds someone to a Sales…

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