Click the “Go to Salesforce Settings and Logs” button. Click “Data Mapping (Donations)” in the left navigation bar. Check the box next to “Use campaign hierarchy model” at the bottom of the page.
What are campaign hierarchies in Salesforce?
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for both reporting and general organisation, and is a big mistake not to use this Salesforce feature.
How do I create and configure a new campaign hierarchy?
Follow these steps to create and configure a new campaign hierarchy: Configure field-level security for your fields. Do this by navigating to Setup > Customize > Campaigns > Fields, then clicking on your desired field and choosing “ Set Field Level Security ”. Do this for all fields you will use. Add your visible fields to the proper page layouts.
What are ‘in hierarchy’ field metrics?
‘In Hierarchy’ Field Metrics Salesforce Campaigns come with standard fields that summarise the figures from all child campaigns attached to a parent. Let’s walk through an example. There’s 3 child campaigns that are linked to the same parent campaign.
What determines the number of levels in a campaign hierarchy?
In short, what you place at the top of the hierarchy then determines the rest of the levels. As I mentioned in the introduction, this is the most common question that concerns people. There are a few examples of campaign hierarchy structures recommended by Salesforce here.
How do you create campaign hierarchy?
You can create a robust hierarchy up to five levels deep.Create or open the campaign record of a campaign that you want to use as a child.In the Parent Campaign field, select the campaign to use as the parent.To see where in the hierarchy a campaign appears, open the campaign record and click View Campaign Hierarchy.
How do I change the campaign hierarchy in Salesforce?
In the left-hand sidebar, find 'Hierarchy Columns'. You will see the current fields listed. To open the edit screen, click on the dropdown arrow: The 'select columns' popup couldn't be clearer to use; select the fields you want and move them into the right-hand column using the arrows.
How do I enable campaign members in Salesforce?
From Setup, in the Quick Find box, enter Account , and then select Accounts as Campaign Members.Enable the feature.For Account page layouts, add the Campaign History related list.To view accounts as campaign members in a custom report type, select the Campaign object as primary and the Account object as secondary.
What is campaign hierarchy in Salesforce?
In Salesforce, a campaign hierarchy groups campaigns to make them easier to manage and analyze. You can create a parent campaign as a high-level grouping and, beneath that, child campaigns where you can track more-granular campaign efforts.
How do I organize my Salesforce campaign?
7 Tips for Organizing Your Campaigns in SalesforceHave a naming convention. Have a standard campaign naming convention and stick with it. ... Narrow down your campaign types. ... Standardize your member statuses. ... Create custom fields. ... Have a campaign hierarchy. ... Use campaign record types. ... Set up campaign influence.
What is an advantage of setting up a campaign hierarchy?
What is an advantage of setting up a campaign hierarchy? By tracking leads and contacts targeted by each initiative, as well as their responses, how is the marketing manager benefited? Margaret, the marketing manager, can tailor each campaign to the type of marketing effort it represents.
How do I manage campaign members in Salesforce?
To add campaign members from the Manage Members page:Click Manage Members and choose Add Members - Search from the drop-down button on a campaign detail page or the Campaign Members related list.On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.More items...
How do I view campaign members status in Salesforce?
To view the campaign member detail page, click the campaign member's name in the Name, First Name, or Last Name columns on the Campaign Members related list on a campaign detail page or on the Existing Menbers tab. Note To view a campaign member, you must have permissions on the campaign and the lead or contact.
How do you add status members to campaign values?
Answer: To add or change member status values, view the campaign and then select the Advanced Setup button up top next to Edit. Here you can change and add values as well as set the default and Responded attribute. This was done this way since you can have many campaigns with different status and default values.
How do I use campaigns in Salesforce lightning?
0:241:16Salesforce Lightning | Campaigns - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's go ahead and click into campaign in the top navigation. From there you will notice that byMoreLet's go ahead and click into campaign in the top navigation. From there you will notice that by default in the far left you are taken to recently viewed campaigns.
Which three objects can be added as campaign members in Salesforce?
To add members to campaigns from custom reports, the report's primary object must be a lead, contact, or person account.
How do I add an opportunity to a campaign in Salesforce?
To make this field visible or editable in Classic:Click Setup.Go to 'Opportunities'.Click Fields.Click Primary Campaign Source.Click Set Field-Level Security.Select the box for the profiles that this field should be visible or editable to.Click Save.
Why use campaign hierarchies in Salesforce?
Use campaign hierarchies if you want to quickly gain total information about the campaign you use in your Salesforce organization. Setting up and configuring the hierarchy involves creating a parent campaign and populating it across child campaigns by setting field level security for each record to be used.
Why is campaign hierarchy important?
Campaign hierarchies are important for checking total campaign data at a glance. It makes your team see clearly and quickly what has been done for a particular year.
Before You Get Started
Make sure your integration user has the necessary permissions to sync data and create campaigns. Refer to this article for instructions.
Background
Salesforce campaigns have a field that allows them to be organized into a parent-child hierarchy. Give Lively’s Salesforce integration can be configured to make use of the hierarchy model.
Important notes
Organizations that first connected to Salesforce prior to June of 2021 will need to enable this feature using the steps below.
What is campaign hierarchy in Salesforce?
In Salesforce, a campaign hierarchy groups campaigns to make them easier to manage and analyze. You can create a parent campaign as a high-level grouping and, beneath that, child campaigns where you can track more-granular campaign efforts.
What is a parent campaign?
A parent campaign for a time period with lower levels for each quarter or month, then another level for individual efforts. NMH sometimes groups fundraising campaigns this way, especially for their always-on annual fund. A parent campaign for a large event, like an annual conference.
How to keep your naming conventions skinny?
To keep your naming conventions ’skinny’, I recommend two things: 1. Internal Nicknames. For a particular campaign, come up with an internal nickname that uses only the keywords from the full campaign name. 2.
Can Pardot be synced with Salesforce?
With Salesforce Connected Campaigns, Pardot customers can sync all activities happening on Pardot marketing assets (emails, forms, landing pages etc.) into Salesforce campaigns. These are displayed in the Engagement component. A special switch* means you can ‘Include Child Campaigns’, and instantly view the Email Click-Through Rate, Marketing Form Submission Rate, etc. for the whole hierarchy.
