![]() ![]() A target industry field enables you to shorten the campaign name, and still be able to filter consumer goods campaign records. ‘FMCG’ (abbreviation for consumer goods) is information that makes the campaign name longer. For example, If you run industry-specific campaigns, adding a ‘Target Industry’ field can make filtering reports more straightforward than stuffing more into the ‘Campaign Name’ field. One valid reason for wanting to add a custom field is to hold some information that you don’t want to be contained in the ‘Campaign Name’ field but that’s beneficial for filtering Campaign reports. The Campaign object comes with a number of fields out-of-the-box, which you can choose to add/remove to your Campaign page layout.Īdd further custom Campaign fields to capture additional information or see your data in different ways (using formula fields).īefore you go wild and add multiple fields – pause and think to avoid cluttering your page layouts and frustrating your fellow users. Plus, when other users are searching for Campaigns to manually add Leads/Contacts, keep only relevant Campaigns in the search results pop-up (filtered search view), so users can only select Active Campaigns. When a campaign is not active, new Contacts and Leads are prevented from being added to the Campaign, and therefore excluded from being counted in the Campaign Influence reports. The ‘Active’ checkbox controls which campaigns are considered ‘influential’ towards the Opportunity revenue that Leads/Contacts are associated with. It may not seem to have much use to you – after all, the ‘Status’ field tells you whether a Campaign is Planned, In Progress, Completed, or Aborted. The ‘Active’ checkbox field on Salesforce Campaigns comes out of the box.Īs we get more efficient at setting campaigns up, marketers will tick this field, almost on auto-pilot. How to Use Salesforce Campaigns for Events Partner Co-marketing / Affiliate Marketing.Campaigns tie together a Lead or a Contact’s interaction with the initiative, and the outcomes of Opportunities that resulted from that initiative. What are Salesforce Campaigns? Simply put, Salesforce Campaigns are a standard Salesforce object, that is included in the orgs of every Salesforce customer (who has purchased Sales Cloud).Ĭampaigns are typically used by the Marketing Team, and the Sales Development teams (BDRs/SDRs/lead generation agencies) can also leverage Campaigns.Ĭampaigns are ideal for tracking return on investment (ROI), so one rule of thumb is to use a campaign whenever there is budget spend tied to an initiative. Above: A Salesforce Campaign at its starting stage, before data is populated.
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