CAMPAIGN BASICS

Question 1

WHAT IS SF CAMPAIGN

Answer 1

OBJECT IN THE SALES APP THAT ALLOW YOU TO MANAGE/TRACK MARKETING IDEAS AND STAGES

Question 2

3 THINGS CAMPAIGN USED FOR

Answer 2

ANALYZE HOW MANY LEADS BEING GENERATED

HOW MANY CLOSED DEALS RESULTING FROM MARKETING

HOW MUCH PIPELINE BEING BUILT(STAGE SALES REP ARE IN)

Question 3

WHAT IS A CAMPAIGN PATH

Answer 3

COMPONENT THAT SHOWS HOW CAMPAIGN MOVING THRU PIPELINE

Question 4

GROUPING RELATED CAMPAIGN TOGETHER IS CALLED

Answer 4

CAMPAIGN HIERARCHY

Question 5

WHAT SHOULD BE CHECKED UP YOUR PROFILE TO ALLOW THE USER TO CREATE CAMPAIGNS

Answer 5

MARKETING USER

Question 6

WHERE CAN YOU CREATE A CAMPAIGN

Answer 6

UNDER THE SALES APP, USING THE CAMPAIGN TAB

Question 7

HOW DOES CAMPAIGN HIERACHIES GROUP RELATE MARKETING/CAMPAIGN TOGETHER

Answer 7

BY USING THE PARENT CAMPAIGN FIELD AND RELATING IN HIERARCHIES

Question 8

UP TO HOW MANY LEVELS OF HIERARCHY CAN A CAMPAIGN HAVE

Answer 8

FIVE, YET MOST COMPANIES USE 3

Question 9

3 MAINS LEVELS OF HIERARCHIES WHEN GROUPING CAMPAIGNS BY MARKETING STRATEGY ARE:

Answer 9

TOP LEVEL : OVER STRATEGIC FOCUS

2ND LEVEL: DIFFERENT ASPECT OF A FOCUS

3RD LEVEL: INDIVIDUAL MARKETING EFFORTS

Question 10

DESCRIBE TOP LEVEL OF CAMPAIGN HIERARCHY

Answer 10

OVERALL STRATEGIC FOCUSING ON SELLING NEW PRODUCT OR BRAND AWARENESS

Question 11

DESCRIBE 2ND LEVEL OF CAMPAIGN HIERARCHY

Answer 11

DIFFERENT ASPEXCT OF FOCUS LIKE PRODUCT LAUNCH/CUSTOMER FEEDBACK/UPSELLING

Question 12

DESCRIBE 3RD LEVEL OF CAMPAIGN HIERARCHY

Answer 12

INDIVIDUAL MARKETING EFFORTS LIKE EMAIL/ONLINE ADD/INVITE TO DEMOS

Question 13

TO MAKE A CAMPAIGN A CHILD OF ANOTHER YOU HAVE TO

Answer 13

CREATE PARENT

NEXT CREATE CHILD AND LINK PARENT IN PARENT CAMPAIGN FIELD(CAN ALSO BE ADDED AFTERWARDS)

Question 14

Customized campaign records type can be used FOR

Answer 14

EACH TYPE OF CAMPAIGN RAN

Question 15

Appropriate fields can be added specific to the customized campaign __________ type you are creating

Answer 15

RECORD

Question 16

RECORD TYPES CAN BE CREATE UNDER THE

Answer 16

OBJECT MANAGER FOR THE OBJECT , LISTED AS “RECORD TYPE”

Question 17

SELECTING “MASTER” WHEN CREATING A RECORD TYPE WILL

Answer 17

COPY ALL AVAILABLE PICKLIST VALUES

Question 18

WHO CAN BE ADDED TO CAMPAIGNS?

Answer 18

LEADS
CONTACTS
PERSON ACCTS

Question 19

WHAT ARE SOME OF THE MULTIPLE WAYS YOU CAN ADD A CAMPAIGN MEMBER?

Answer 19

DIRECT FROM THE LEAD/CONTACT/PERSON RECORD UNDER RELATED

GO TO THE CAMPAIGN RECORD UNDER RELATED >CAMPAIGN MEMBER(ADD LEAD/CONTACT)

Manage Campaign Members from the dropdown menu on the Campaign Members related list.

Contacts related list on an account detail page.

Question 20

Campaign member statuses should be ___________ for each TYPE of campaign that is ran

Answer 20

uniformed (one set for ex. replied, sent)

Question 21

To allow users to create their own campaign member statuses, an admin adds the

Answer 21

Campaign Member Statuses related list to campaign records.

Question 22

Campaign reports can be used to :

Answer 22

Who has responded to the campaign

Who the campaigns are targeting

How much revenue being generated

Question 23

The built-in campaign reports are located by clicking the

Answer 23

Reports tab, then New Report, and then Campaigns from the list of report types. The Campaigns report folder contains several reports.

Question 24

Running reports for a campaign are easier if the statuses are

Answer 24

unified

Question 25

Campaign reports can be grouped by

Answer 25

Campaign type