Marketing and Leads Flashcards
What objects can be Campaigns Members
Contacts or Leads or Person Accounts
These are the targets of the campaign
Campaign Defintion
representation of a marketing effort.
Tracking campaigns enables Marketing and Sales to understand what marketing efforts drive pipeline and revenue.
Discovering a large number of leads created but never followed up. Concerned about out of date. What to reocmmend?
Use Lightning Data package such as D&B Optimizer to clean and complete data
What is the Name for feature of campaign management that allows associating a campaign with marketing initiative?
Campaign Hierarchy
Sales team has more leads than they can manage. What can help in assist in prioritizing leads?
*Add a formula field to Lead object to score leads
*Add fields to online form to qualify and score leads
How to group and organize Campaigns
Campaign Hierarchy
What is Campaign Influence?
Track influence of multiple campaigns on single opportunity
How to Grant access to Campaigns
- check Marketing User license (Feature License)
*lets users create, edit, and delete and clone campaigns.
*manage campaign members (including Lead import)
Mass email limits
1000 mass emails per day
Campaign Reports to add members
can create a lead or contact report,
then can click ‘Add to Campaign’ to add all in report
Campaign Report to see success of campaign
Campaign with Influenced Opportunities – value of opps in a campaign
What object records are created during Lead conversion?
Account, Contact, and optional Opportunity
Can create a Task optionally when Subject is Blank
Custom Lead fields can be mapped during lead conversion to what fields?
only custom field in receiving object.
Data types must match
How to convert Leads on Mobile?
check Lead Conversion Setting ‘Enable Conversion for Salesforce Mobile’
Data Import Wizard
prevent duplicates
use validation rules to ensure complete data
Reporting on Leads
Can create a Lead conversion report.
Use summary formulas to calculate summaries (Lead conversion ratio)
concerned about low data quality. What options are available to enrich and update account, contact, and lead records in Lightning Data?
Use Data Integration rules to automatically update data as information changes
Select records and fields manually to clean and update information
MORE
How to avoid high bounce rate of emails?
Use Lightning Data service to ensure emails are current and valid
What tool can be used to calculate a Lead score with minimal input?
Formula fields
User goes to Campaigns, can see records but no ‘New’ button. How to resolve?
ensure Marketing User is checked
ensure users profile had Create on Campaign object
How can Web-to-Lead users avoid SPAM?
require reCAPTCHA verification