Slaesforce FAQ

how to roll child campaign into parent campaign salesforce

by Jaqueline Wehner DVM Published 3 years ago Updated 2 years ago
image

Yes definitely possible. Although Marketo can't see the parent/child heirarchy of campaigns, you can pull a smart list that says "member of campaign is" and select the corresponding salesforce campaign. If you want to see the results in salesforce, usually looking at the parent campaign will give you a breakdown of it's children.

Full Answer

Are ‘child’ campaigns linked to ‘parent campaigns’ in Salesforce a mistake?

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. Trouble is, they are surprisingly hard to get started with!

What is a campaign in Salesforce?

In What is a Salesforce.com Campaign I noted that: A "Campaign” means something different to every marketing team. For some, campaigns represent the lowest level of marketing tactics. For others, campaigns might be a culminating event like a trade show, including all the supporting tactics (email, sponsored dinners and booth participation).

How do I organize campaigns in the parent-child hierarchy?

While the Parent-Child hierarchy simplifies Campaign organization, a standardized taxonomy will make things even easier for your users to understand. Ensure that the Parent Campaign field is accessible on your page layout. Populate the Parent Campaign field with the next highest Campaign in the hierarchy.

What is the difference between a child and parent campaign?

[A Child Campaign would reference a Parent Campaign and a Parent Campaign would reference the Grandparent campaign and so forth.] I recently worked with a company that adopted the terms “Sky” and “Cloud” to represent their grandparent and parent campaigns respectively.

image

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 associate different campaigns in Salesforce?

How To Add Leads And Contacts To CampaignsUse the Add To Campaign button on a report of Leads or Contacts.Use the Add To Campaign button on a Lead or Contact List View.Add them individually using the Campaign History section of the Lead and Contact page layout.Import them using the Campaigns Manage Members function.

How do I create a parent and child campaign in Salesforce?

In Object Manager, find and select Campaign.Select Fields & Relationships, and then select Parent Campaign.Click Set Field-Level Security, indicate who has access to the field, and save your work.Select Page Layouts and add the Parent Campaign field to a campaign page layout.More items...

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.

Which of the following can be used to associate different campaigns together within a specific marketing program or initiative?

Which of the following can be used to associate different campaigns together within a specific marketing program or initiative? The Parent campaign field on a campaign detail page allows associating campaigns with one another.

How do parent campaigns work 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 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 enable campaign hierarchy in Salesforce?

Creating a Campaign Hierarchy 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 is a sub campaign?

What is sub-campaign tracking? In short, sub-campaign tracking is a way to get more detailed data about your transactions. In not-short, as an affiliate, you run campaigns for different merchants and products. You can see how well you're doing on those campaigns with basic statistics like clicks, commissions, etc.

How do you categorize campaigns?

Categorizing CampaignsWhat specific types of campaigns do you run? ... Are you using campaign hierarchies? ... Do you want to see how campaigns are influencing your opportunities? ... Do some campaigns target a specific product or service? ... What types of advertisements do you run? ... What publications or media do you use for ads?More items...

What is a campaign hierarchy?

A campaign hierarchy enables you grouping campaigns together within a specific marketing tactic, which allows you to analyze related marketing efforts more efficiently. A campaign hierarchy illustrates campaigns that are associated with one another via the Parent Campaign field.

How many campaign member statuses can count as a member response?

New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members. 1.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9