Campaign Basics Flashcards
an optional component that shows how a campaign is moving through the pipeline
Campaign Path
analyze 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.
campaigns
What can you do with Salesforce campaigns?
keep track of status, details and performance of all marketing initiatives
What is an advantage of setting up a campaign hierarchy?
you can see the responses across whole groups of campaigns together
Parent Campaign field
relate campaigns to each other in a hierarchy
Most common approach for hierarchies
group campaigns by marketing strategy
What information can you see with a campaign hierarchy?
the number of responses in the hierarchy
What is the most common number of levels in a campaign hierarchy?
3
How do you create a campaign hierarchy?
enter a campaign name in the parent campaign field on a campaign record
What can you do with campaign record types?
track different details for different kinds of campaigns
Who can be added to campaigns as members?
use the same set of vlaues for all campagins of the same type
What is the best practice for defining your campaign member statuses?
use the same set of values for all campaigns of the same typ
How many campaign member statuses can count as a member response?
as many as you need
Where can you find the built-in campaigns reports?
in the camapgins folder on the reports tab
What kind of information can you see with the built-in Campaign reports?
who has responded to each campaign
