Wednesday, October 14, 2015

Salesforce: Getting Started with Campaign

Campaign in Salesforce is another module and represent with a tab. The marketing team can elaborate using Campaign to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other types of marketing initiative.

Campaigns can be organized into hierarchies for easy analysis and child Campaigns will be rolled up into parent Campaign.

Here are few basic items you need to know about Campaign in Salesforce and relation to Lead:

1. Only users marked as Marketing User in user detail able to create Campaign, the user also needs to have Create permission in Campaign object.

2. Create new Campaign from Campaign tab or Create New panel (if Campaign tab exist).

3.Multiple ways to add members (Lead or Contact) to a Campaign:
  • From "Manage Members" button in Campaign
  • From Lead or Contact list view
  • From Lead or Contact report
  • From Lead or Contact related list "Campaign History"

4. For Lead or Contact added to a campaign, open the Lead or Contact, scroll down to Campaign History will show the campaign added.

5. A campaign can be mixed with members from Lead and Contact.

6. Ideally, new campaign member added Add with Status "Sent".

7. To mass update Campaign member Status, go to "Manage Members - Edit Members", otherwise click Edit link in Campaign member to change status one by one.

8. When Lead converted:
  • Campaign Member will change from Lead to Contact, total Contacts will add 1, but total Leads will stay.
  • Primary Campaign Source field in Opportunity will be filled with the latest campaign attached to the Lead
  • Campaign Influence list in Opportunity will be filled will all Campaigns related to the Lead before it converted
  • Converted Opportunity will be added into Opportunity related list in Campaign page, if the Campaign is the Primary Campaign Source

Here a screenshot Campaign with Hierarchy, notice the Total roll-up from child Campaigns.

** if your users do not see the hierarchies field, check field level security for the users.

Let us see the following sample, screenshot below is taken from a Campaign report, "This is Parent" campaign is the parent of "Test 1" campaign, Leads in Campaign is 1 for both campaigns, but since "This is Parent" is the parent campaign, the count in Leads in Hierarchy is sum for all child campaigns plus the parent itself, even the Lead is the same person, so this is not unique count.


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