(Sales and Marketing Applications II 14%) Describe the capabilities of campaign management Flashcards
Identify the main features available for campaign management in salesforce
Marketing, Campaign Path, Campaign Members, Member Status, Campaign Response, List Email, Campaign Hierarchy, Campaign Influence 1.0, Customizable Campaign Influence, Campaign Statistics ROI
Describe how the progress of a campaign can be tracked using a Path
marketing users can manage the life cycle of the campaign and update it as needed.
Identify the features available for tracking campaign responses and the status of Campaign Members
Record: responses are updated manually by editing the individual campaign member record.
Related List: responses can be updated manually from the lead or contact campaign history related list
Import Wizard: Responses can be updated with the campaign member import wizard
Web-to-Lead: Responses that use online form registrations can tracked
for campaign members statuses a related list should be added to the campaign page layout.
Explain how to associate contacts and leads to a campaign
by adding them directly to a campaign members related list by using the add to campaign button.
Identify the considerations related to the use of campaign hierarchy
you can only have up to 5 levels and an unlimited number of sibling campaigns.
Describe the two different types of Campaign Influence
Campaign Influence 1.0
Customizable Campaign Influence
Identify how to use campaign statistics and ROI to analyze a campaign
cam stats summarize the total opportunities that have marked the campaign a the ‘primary campaign source.’
campaign ROI is calculated as:
((Total Value of Won Opportunities-Campaign Actual Cost) / Campaign Actual Cost) * 100
Marketing
Campaigns are used to track marketing activities, such as online and print advertising
Campaign Path
In Lightning Experience, Path can be used to manage the lifecycle of campaigns
Campaign Members
Lead or contacts can be added to a campaign as members
Member Status
Member status values can be defined for each campaign to track the status of its members
Campaign Response
After the execution of a campaign, the member responses can be updated
three things that are used in campaign management
Target: can be existing leads, contacts, or new ones
Permission: Market user permission is needed on the user record to access campaign functionality
Execution: campaign execution takes place outside of salesforce, and salesforce has a mass email limit of 5000 per day.
who can create, edit, delete a campaign?
designated marketing users
what is data import wizard?
import contacts, leads and person accounts
what can a campaign path be customized by?
record type and picklist field
what are the campaign influence models?
users can choose to have the default model or create new campaign influence models
