Salesforce Campaigns

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SALESFORCE CAMPAIGNS

• http//www.thinkittraining.in/salesforce

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What is a Salesforce Campaign ?

• A campaign can mean something very different to
  every marketer.
• Lowest level of marketing tactics( an individual
  email)
• A culminating event like a trade show including
  all supporting tactics
• Highest level of organization and measurement

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Parent and Child Campaigns

• Leveraging a campaign hierarchy ensures the right
  level of granularity for all types of campaigns
  and tactics.

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Hierarchy

• Ensure that the level of granularity is something
  you are committed to maintaining long term
• For example, if you are rolling up campaigns
  based on Fiscal year , any ongoing campaigns will
  have to be re-created for each fiscal year/fiscal
  quarter
• In this instance, it might be easier to have a
  separate Ongoing Campaigns part of the
  Hierarchy OR
• Instead of rolling up based on fiscal year, roll
  up based on Campaign Type/Category.

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Tips for Setting up a Campaign Hierarchy

• Pay attention to naming conventions. A
  standardize taxonomy helps users understand a
  given leads campaign history more readily.
• Ensure the Parent Campaign field is available
  on the Campaign page layout.
• Populate the Parent Campaign field with the
  next highest campaign in the hierarchy to ensure
  proper roll-up.

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Advantages of using a Hierarchy

• Go straight to the big picture.
• Drill-down to the details.
• Perform side-by-side analysis.

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Campaign ROI

• Total Value Won Opportunities Actual Cost
• Opportunities are only included into Campaign ROI
  calculations if
• The campaigns is listed as the opportunitys
  Primary Campaign Source.
• The opportunity is Closed/Won.

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Primary Campaign Source

• This is the last associated campaign on a lead
  prior to lead conversion OR the last associated
  campaign on a contact
• Important Notes
• This field does not get populated automatically
  if creating an opportunity from an account.
• If this isnt possible, require the Primary
  Campaign Source field on opportunities.

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Campaign Influence

• Because opportunities are usually influenced by
  more than one campaign, Campaign Influence can
  be set up to automatically associate multiple
  influential campaigns to a given opportunity.
• To setup campaign influence navigate to
• Setup gt Customize gt Campaigns gt Campaign Influence

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Reports

• Roll-Up View on an individual / parent campaign
• Canned Reports Campaigns Tab
• Campaign ROI Analysis Calculates ROI and average
  costs for your campaigns
• Campaign Member Analysis Summarizes information
  about who has responded to campaigns
• Campaign Revenue Report Analyze which
  opportunities have resulted from campaigns

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Contact Details

• ThinkIT Training
• 9/84 1st floor,
• Venkataratinam nagar, 1st St,
• Chennai,
• Tamil Nadu 600020.
• PH 09566182378
• http//www.thinkittraining.in