Salesforce Campaign Management
A campaign object is used to store information about a campaign organized usually for lead generation or brand building.
Lead-generation campaign includes direct mail, email blasts, web seminars, conferences, and trade shows whereas brand-building campaigns include different types of advertisements.
Important Fields:
Active:
It indicates whether the campaign is Active or not. If the campaign is not active then it cannot be related to other objects’ records.
Expected Revenue:
Amount of money expected to generate from the campaign.
Expected Response:
Percentage of responses expected to receive for the campaign.
Num Sent:
A number of individuals were targeted by the campaign. For example, the number of emails sent.
Parent Campaign:
Allows multiple individual campaigns to be associated with a larger initiative.
Related Lists:
Campaign Members
It is an object in itself which allows Leads/Contacts to be associated with multiple campaigns. These Leads and Contacts are tracked using a status field having values sent (targeted to the campaign) or responded to (responded to the campaign). Campaign members help to track the response rates of a campaign.
Campaign Hierarchy
In Salesforce, a campaign hierarchy groups campaigns to make them easier to manage and analyze. You can create a parent campaign as a high-level grouping and, beneath that, child campaigns where you can track more-granular campaign efforts.
Campaign hierarchies allow your team to view aggregate data like the total amount of money raised, the number of responses, and other metrics for every child campaign in the hierarchy. You can use campaign hierarchies in different ways, but many nonprofits use them to group campaigns by strategy or area of focus.
Limitations with Campaigns
- To create, edit, or delete a Campaign the “Marketing User” needs to be checked on the User record.
- The maximum number of leads/contacts that can be added from a view is 250 and from an import, file is 50000.
After learning Campaign Management in Salesforce, let’s head on to Contacts.
