Salesforce Campaigns

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Everything you need to know about creating and managing Salesforce campaigns.

9 articles by 3 authors

Marketing Campaigns - Overview

A Salesforce campaign is a targeted and organized marketing effort designed to achieve specific business goals.

Parent Campaigns

A parent campaign in Salesforce is a high-level grouping of campaigns that helps organize and analyze the marketing efforts, budget, primary goals, opportunities generated, etc.

A Salesforce child campaign can have its own name, budget, start and end date, status, type, and other details, but is part of a larger campaign group (Parent campaign) that represents the overall marketing goal or strategy.

Creating a Child campaign

How to create a child campaign

Creating a parent campaign

How to create a parent campaign

Best Practices

Add Campaign Members on Salesforce

This article explains how to add prospects to a Salesforce Child campaign. This can be done: Via the contact object on Salesforce. Via Reporting on Salesforce. Via Third-party imports (managed by the…

Type of Salesforce Child Campaign

Type of Salesforce Child Campaign ⬇️ Child Campaign Member statuses ⬇️. Quick Recap:. Child campaign is associated with a parent campaign hierarchically. It provides more access to granular data for…

Lead conversion

Leads are created via marketing campaigns (e.g. when someone fills in a form on our website, on a landing page,...). A lead is someone who showed interest but we can't link that person yet to an acco…