(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
what is the effectiveness of a campaign directly linked to?
the number of successful opportunities
how do you designate a marketing user?
System administrator should select the marketing user option on the users personal record page
who can create, edit, and delete campaigns?
designated marketing users
list mail
can be used to send an email to all the members of a campaign
campaign hierarchy
related campaigns can be linked together in a campaign hierarchy
campaign influence 1.0
campaign influence can be used to track campaigns that have influenced opportunities
customizable campaign influence
campaign influence models can be created to attribute revenue across multiple campaigns
campaign statistics and ROI
campaign statistics can be used to analyze a campaign. campaign ROI is the campaigns return on investment
can the clone with related button work on a campaign as well
yes
what are the steps in a path based on?
values in a picklist field that is selected while setting up the path
how can you update a lot of members @ once?
mass update
campaign path can be customized by what two things?
record type and picklist field
how can a campaign member status be updated?
- Responses can be updated manually by editing the individual campaign member record, 2. manually from the lead or contact campaign history related list, 3. or can be updated with the campaign member import wizard.
How can online form registration responses be tracked?
web-lead form with hidden campaign ID and member status fields
How do you add a campaign member from a lead record?
from lead record page, scroll down to the campaign history related list. select ‘add to campaign’ option
can leads or contacts be added from the results of running a report?
yes
what emails can be sent directly to all members of a campaign?
campaign emails
if there is no campaign member selected before clicking “send list email” button what happens
the email will be sent to everyone
how do you view a campaign hierarchy?
from the record page highlights panel
what two types of campaign influences are there?
campaign influence 1.0 and customizable campaign influence
campaign influence 1.0
this is the original version that helps record a campaigns influence on an opportunity. Classic only
customizable campaign influence
customizable campaign influence helps associate percentages of influences to multiple campaigns classic or lightning experience
what are the advantages of customizable campaign influence?
its more advantages because it’s supported by lightning experience
auto-association settings
campaign influence records can be automatically created for the standard model in both campaign types
campaign influence permissions to view, edit, and influence related lists
sales user, service user, or CRM user permission set license and the campaign influence app permission using a permission set.
what is the effectiveness of a campaign directly linked to?
the number of successful opportunities.
