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Salesforce Campaigns Cheatsheet

Salesforce Campaigns Cheatsheet


First things first !
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Create the Campaign

With campaigns in
Salesforce you can manage
and track your marketing
initiatives analyze the
effectiveness of your
campaigns and measure
your marketing return on

The first step after determining your marketing strategy is to create a campaign To create a campaign
you must have the Create permission on campaigns and the Marketing User checkbox selected
in your personal information To create a campaign
Select Campaign from the Create New dropdown list in the sidebar or click New on the Campaigns
Enter values for the fields that apply to the campaign

Create your Target List
Capturing Data

The second step is to define who you want to target with your campaign You can target

Rented or purchased names

Recording detailed
information is vital for
postcampaign analysis
Your administrator can
create custom fields to
facilitate recording the
correct information

Existing contacts or leads From contact or lead reports click Add to Campaign to add members to
the campaign You can also add existing contacts or leads by selecting Add Members Import File
from the Manage Members dropdown button on a campaign detail page

Execute the Campaign
The third step is to execute your campaign Campaign execution occurs outside of Salesforce in one of
the following manners
Online using an email execution partner to send mass marketing emails Contact Salesforce to learn
about using an email execution partner for mass email
Offline for example hosting a conference running advertisements sending direct mail or other

Last updated March

Five Steps for Managing Campaigns

Track Responses

Track Responses
Campaign Import

Use the Data Import
Wizard to upload a list of
new names and create
leads for the campaign

Use the Campaign
Update Wizard to import
responses for existing
contacts and leads

Include the Contact ID or

Lead ID in your exported


Use Contact or Lead IDs
to track responses

After you have executed your campaign you need to track the responses Responses can include
Website response using a form on your website Your administrator can set up WebtoLead to create
a jump page with a response form and all responses are created as leads and linked to the campaign
Manual response for example when prospects and customers respond by phone or email you can
manually record their responses on the Campaign History related list on the lead or contact detail
Mass update or offline response using the Campaign member import wizards to import a list of leads
or contacts and their responses You need the Marketing User profile or the Import Leads
permission to use these wizards

Analyze Campaign Effectiveness
The final step is to analyze the effectiveness of the campaign using Salesforce reports and campaign
statistics You can analyze campaign effectiveness using
The statistics on the campaign to see the total number of responses the amount of business generated
from the campaign and more Campaign statistics are automatically recalculated every time a campaign
is saved

Campaign reports for example the Campaign ROI Analysis Report which helps you measure the

return on your investment
Campaign Influence report which shows how your campaigns are influencing opportunities
The Campaign Hierarchies statistics to see how campaigns are performing in relation to parent or
sibling campaigns These statistics only appear if you set up Campaign Hierarchies