Available for users of Professional, Enterprise, or Unlimited Edition, the Campaign module in Salesforce is a ready of tools that yous use to manage, track, and measure your marketing programs. Its foundation is the campaign tape, which can be manually or automatically linked to lead, contact, and/or opportunity records to provide existent metrics on campaign effectiveness.

A entrada record comes standard with a gear up of fields that aid you manage and track your campaigns. Here are the fields used nigh often to measure campaign effectiveness:

  • Campaign Name: This is the name of your marketing project. Cull a proper noun that'southward readily obvious to sales reps and other users whose leads or contacts might be included in the entrada. For case, if you send monthly electronic mail newsletters, you might distinguish each entrada by calendar month, as in "Administrators Newsletter — May fourteen" and "Support Agent Newsletter — June 15."
  • Blazon: This drop-downwards list includes the types of campaigns that y'all run inside your marketing mix (Direct Post, E-mail, and and so on).
  • Status: This drop-down list defines the statuses of a campaign. Salesforce provides a simple default drib-down list of statuses to measure a campaign's progress, from the initial planning stages to completion. Past using this field, you and others can make sure that the campaign is on track.
  • Start Date: This engagement field tracks when a campaign begins.
  • Finish Date: This engagement field tracks when a entrada ends.
  • Expected Revenue: This currency field estimates how much revenue the campaign volition generate.
  • Budgeted Cost: This is the amount that yous have approaching for the marketing project.
  • Actual Toll: This is the amount that the project really toll.
  • Expected Response: This percentage field is your best judge of the response charge per unit of a entrada. For example, if your email campaigns typically receive a 2 percent response rate, you might use this value to benchmark the effectiveness of the campaign you'll exist tracking in Salesforce.
  • Num Sent: This is the amount of people targeted in the campaign. For example, if y'all executed an email entrada to x,000 email addresses, that would be your Num Sent.
  • Active: This cheque box marks whether a entrada is active. If y'all don't select it, the particular campaign doesn't appear in reports or on related lists and other entrada drop-down lists on lead, contact, and opportunity records.
  • Description: This field allows y'all to describe the campaign so that other users who want more detailed information on the campaign can get a solid snapshot.

Depending on your marketing processes, terminology, and goals, you or your organisation administrator should modify the drop-down list values and modify the fields on the record.

If y'all're a marketing manager, you tin program and manage the majority of your campaign preparation inside Salesforce. You can
  • Lay out your entire marketing programme of projects.
  • Build the basic framework and business case for a project.
  • Define statuses and success metrics for campaign responses. Success metrics measure how you determine whether the campaign was worth your company'southward time, money, and endeavour.
  • Develop a detailed project programme so that important tasks go accomplished.
Depending on the volume and variety of campaigns your visitor runs, and how complex your lead qualification strategies are, you may be using a split up cloud-based marketing automation product. Many of them provide integrations with Salesforce through AppExchange packages. It's primal to understand Salesforce terminology for concepts associated with the Campaign object, because there may exist slight differences in semantics with what another vendor may employ.

Creating a new campaign

To create a campaign, log in to Salesforce and follow these steps:

Select the Campaign pick from the Create New drop-down list on the taskbar. A New Campaign page appears.

  1. Fill in the fields as much equally possible or equally required. If you lot manage marketing programs for your company, yous should run into few surprises in the campaign fields.
  2. When y'all're done, click Save. Optionally, you tin can click Salve & New if you have more than than one entrada to create and desire to immediately start on the next 1.
  3. After you salve your final campaign, the campaign folio reappears with the information you entered, also as additional organisation-generated fields that automatically update as your visitor makes progress on a entrada.

campaign record

Fill in the campaign record.

You tin associate campaigns to a parent entrada and meet the aggregate performance statistics in one place.

Modifying the member condition

A campaign member is a lead or a contact who'south office of a specific entrada. Depending on the type of entrada you're running, you can modify the campaign to have a unique prepare of member statuses. For example, the member statuses that y'all track for an email campaign are typically different from those of a trade show that you lot're sponsoring.

To customize member statuses for a specific campaign, follow these steps:

  1. Get to the campaign tape and click the Advanced Setup button. The Campaign Member Status page for your campaign appears. When yous first begin to create campaigns, Salesforce creates a default gear up of member status values of Sent and Responded.
  2. In the Fellow member Status Values related listing, click the Edit push button. The Campaign Member Condition page appears in Edit fashion.
  3. Change statuses by inbound a new value in the Member Status column. For example, if you're sponsoring a booth at a conference, the preregistrants list is part of the packet, and if you lot want to invite attendees to visit your booth, you might add member statuses of Registered, Invited, Attended, Visited Berth, and Met at Testify.
  4. Select the cheque box in the Responded column to allocate a status equally responded. This field tracks the Expected Response Rate field against the actual response rate.
  5. Use the Default column to select a default value.
  6. Click Save. The Campaign Fellow member Status page reappears with your changes.

Campaign Member Status

Editing the Campaign Member Condition.

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