Campaign Basics Flashcards
This Salesforce feature is to analyse how many leads they’re generating, how much pipeline they’re building, and how many deals they’re closing as a result of marketing efforts. It is also to keep track of status, details, and performance of all of your marketing initiatives.
Salesforce Campaigns
You can group marketing programmes together into ______ for greater visibility into the results of a large group of campaigns.
Hierarchies
These are group campaigns into categories that suit a business
Campaign Hierarchies
Usual Examples of way Hierarchies are applied
- Marketing Strategy
- Time Period
- Largeness of Event
(True or False) You can add a lead, contact or person in Manage Campaign Members.
True
(True or False) Never add statuses to parent campaigns
False
(True or False) Remember to limit yourself and your org to one set of campaign member statuses for each type of campaign you run.
True
(True or False) Use the same set of values for all campaigns of the same type.
True
This is a campaign feature where it can be found out about a campaign’s success at creating quality Pipeline and generating Leads.
Campaign Reports
A campaign report that lists each of your campaigns and all of the contacts associated with them.
Campaign with Contacts Report
A campaign report that shows how many campaign members—including any combination of heads, contacts, and person accounts that you added to your campaigns—have responded to each campaign.
Campaign with Campaign Members Report
A campaign report that shows all opportunities generated by your campaigns.
Campaigns with Opportunities Report
This Salesforce feature maps out the stages an opportunity follows through its sales cycle, affecting what’s available to view in a sales Path.
Sales Process
It is a visual memory of all the opportunities for a particular Sales Path.
Opportunity Kanban
