Salesforce campaigns

Question 1

Describe what salesforce campaigns are

Answer 1

a tool that can track each of their marketing initiatives in detail

Question 2

Explain why marketing teams use campaigns

Answer 2

to 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.

Question 3

List three things campaigns can be used for

Answer 3

To analyze how many leads are being generated

You can group marketing programs together into hierarchies for greater results of a large group of companies

How many deals they’re closing as a result of marketing efforts

Question 4

How can campaign hierarchies let you group and analyze related marketing efforts.

Answer 4

Because campaign hierarchies allow you to relate campaigns to one another

Question 5

Describe the levels of a typical campaign

Answer 5

3 levels usually

1. strategic focus: like selling a new product, company, lineup or building brand awareness
2. For different aspects of that focus like product launch, feedback, upselling
3. Individual marketing efforts, like an email ,online add, demos

Question 6

Why do record types make managing campaigns easier?

Answer 6

because you can create customized campaign records for each type of campaign. The more fields you track the more detailed results your able to get

Question 7

Describe who can be added to campaigns

Answer 7

leads, contacts, person accounts

Question 8

Describe how to use campaign member statuses to track responses

Answer 8

• Shows how many campaign members have responded and in which way.

setup>campaign>campaign member statuses>new

Question 9

Describe the categories of information available in campaign reports

Answer 9

campaigns w/ contacts, campaigns w/ leads, campaigns w/ opp, campaigns w/ campaign members, campaigns w/ leads and converted lead information, campaigns w/ influenced opp

Question 10

Explain how to find built in reports

Answer 10

reports tab>new report> pick campaign reports

Question 11

campaigns w/ opp

Answer 11

shows all the opportunities generated by your campaigns

Question 12

campaign w/ contacts

Answer 12

lists each of your campaigns and all the contacts associated w/ them

Question 13

campaign w/ campaign members

Answer 13

Shows how many campaign members including any combination of leads, contacts, and person accounts that you added to your campaigns have responded to each campaign