Salesforce: Getting Started with Campaign

Campaign in Salesforce is another module, represented by 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 a few basic items you need to know about Campaign in Salesforce and its 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 a new Campaign from the Campaign tab.

3. Multiple ways to add members (Lead or Contact) to a Campaign:

• From the Campaign Members related list in the Campaign, click the "Add Leads" or "Add Contacts" button
• From Lead or Contact list view using the "Add to Campaign" button
• From Lead or Contact report using the "Add to Campaign" button
• From the Lead or Contact page, open the related list Campaign History using the "Add to Campaign" button 

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

5. Ideally, a new campaign member is added with Status = "Sent", but this can be configured.

6. To mass update Campaign member Status, click the "Manage Campaign Members" button in the Campaign Member related list; otherwise, click the Edit link in Campaign member to change status one by one.

8. When a Lead is 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 the Opportunity will be filled with all Campaigns related to the Lead before it converted, but only for the Default Model selected, in the page layout.
• The converted Opportunity will be added into the "Influenced Opportunities" in the Campaign related list, but only for the Default Model selected.

Here is a screenshot of a 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.

Reference:

• Convert Lead with Campaign Influence & Primary Campaign Source
• Num Total Opportunities in Campaign
• Opportunity in Campaign
• What happens when Lead is converted in Salesforce.com ?