Salesforce.com

Campaigns

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Campaigns

• The campaigns SF object provides the ability to track marketing projects such as:– Open House Events– Information Sessions– Print Advertisements/Mailers– Email Blasts etc

• You can manage campaigns fm a variety of channels• Used effectively Campaigns can be utilized in calculating a

Return on Investment (ROI)

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Campaigns & Leads

• You can easily relate leads to a campaign by:– Individually/Manually attaching a existing lead /contact– Use a SF Report to group and attach existing leads/contacts to a

campaign– Import a group of leads/contacts from another source

• A web to lead form can be generated and placed on a website and tracked to a specific campaign (highly recommended best practice)

• You can also track lead responses within a campaign record

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Campaigns & Other Related Objects

Calls, Task, & Events• You can associate a task or event to a campaign record to

track “to do” or calendar items (appt/mtg) related to the marketing project

• You may also want to log a call related to a campaign with the ability to create a related follow-up task to the call

Files• Google Docs can be affiliated with a Campaign Record so

coworkers can easily locate a doc• Other External files can be uploaded and attached to a

campaign record

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Campaigns & Vertical Response (ESP)

• You can use campaigns to group the recipients of an email blast sent via Vertical Response Email Service Provider (ESP)

• You can also track the email activity such as “opened”, “clicked”, “unsubscribed”, and “bounced” within the lead record

• Vertical Response provides 10,000 free emails per month for non-profit users

• A detailed description of Vertical Response will be provided in a separate presentation

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Creating a Campaign

• You can create a new campaign by selecting “Create New…” from the drop down list in the left side bar and selecting “Campaign”

• If you do not see “Campaign” as an option, contact your administrator as your profile settings may need to be edited

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Creating a Campaign

You can also create a new campaign by clicking the “New” button on the Campaigns tab

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Campaign Record

Sample campaign record

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Campaign Record (Below “the fold”)

You can add a “Task”, “Opportunity”, “Log a Call”, or “Add Google Doc” and/or “Attach a File” to a campaign record

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Parent Campaigns (Creating Hierarchy)

• You can associate a “parent campaign” to a campaign record by using the lookup field

• A “Parent Campaign” allows you to group your marketing projects for aggregated summary reporting

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Create Campaign View (Filter)

• The “Campaigns” home tab shows a list of recent campaigns for the “Credit Campaign” record type

• To view campaigns associated with your program you can either edit the current view or create a new one