Ask your Salesforce Admin to add custom fields if you want to track additional information about your campaign. Click Related to see other important records and data associated with the campaign. Tasks, meetings, calls, mailings, emails, and any other action related to the campaign. Each section highlights additional information about the campaign.
Full Answer
What types of campaigns can I track in Salesforce?
Campaign tracking is available in the following editions of Salesforce: Salesforce Campaigns can track how various marketing and sales initiatives perform from the mid-to-bottom of the funnel.
Can Salesforce campaign tracking measure the return on your investment?
For either offline events (such as proprietary trade shows or conferences), or online events (such as virtual conferences or webinars), Salesforce Campaign tracking can also measure the return on your investment.
How does marketing automation work in Salesforce?
If, for example, a direct mail has a call-to-action to a landing page specifically for the campaign, then as leads fill out the form or enter the promo code on that landing page, the marketing automation system can be set up to update the campaign membership in Salesforce to denote which members of the campaign responded to the direct mail.
What is a campaign member in Salesforce?
A Campaign Member is the function that describes the relationship between an individual Lead or Contact and a specific salesforce campaign. It’s the object and page layout in salesforce where the ‘Status’ values that we used in our email and event examples are held.
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How do you keep track of marketing campaigns?
Here are our 5 “Must Do's” to effectively track the success of your digital marketing campaigns:#1. Website Analytics. Let's start with the most basic way to track your marketing campaigns. ... #2. Ad Network Conversion Tracking. ... #3. Phone Tracking. ... #4. CRM Tracking. ... #5. KPI Dashboard Tracking.
How do I view campaigns in Salesforce?
Navigate to the Campaigns tab. To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom views. To edit or delete any view you created, select it from the View drop-down list and click Edit. Give the list view a name.
How do I run a campaign report in Salesforce?
Go to the Reports tab. Click the “New Report...” button. Under “Select Report Type”, click the plus sign next to Campaigns, then click once on the Campaigns with Campaign Members option, and click the Create button. For the Date Field range, choose “All Time”
How do I track an email campaign in Salesforce?
To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you'll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
How do I create a campaign record in Salesforce?
Create a Campaign in SalesforceFrom the Campaigns tab, click New.Enter a name for the campaign.Select a campaign type, such as advertisement, email, webinar, conference, and so forth.Select a status for the campaign.For now, enter an estimate for Budgeted Cost and Expected Revenue.Enter a description.Click Save.
What is campaign history in Salesforce?
You can track the changes made to selected fields on the campaign. Each time a user modifies a tracked field, the date, time, user, and changes appear in the related list.
What is campaign management in Salesforce?
A campaign is a outbound marketing project which is plan ,manage and track within the Salesforce. A Campaign may be organized in different manner as it can be a direct mail program,seminar,print advertisement,email,or other type of marketing initiative.
What is campaign statistics in Salesforce?
Use campaign reports to analyze your marketing efforts. You can report on the ROI of your campaigns, track who you targeted with your campaigns and who has responded, or analyze which opportunities resulted from your campaigns.
How do I use campaigns in Salesforce lightning?
0:191:16Salesforce 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.
What is Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
How do you put a tracker in an email?
0:061:09How to install Mailtrack's free email tracker for Gmail - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis is how to do it. First visit mailtraq.io and click install. You will be guided through theMoreThis is how to do it. First visit mailtraq.io and click install. You will be guided through the simple installation process which only takes 15 seconds now connect mailtraq to your gmail.
How do I track outbound emails in Salesforce?
Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...
What is Salesforce campaign?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication (s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
How to create a campaign in Salesforce?
To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don’t have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record. Ask your system administrator to edit your User record and set this checkbox to True.
What is a campaign member in Salesforce?
A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time and is critical for building useful marketing reports and dashboards in Salesforce.
Does Pardot improve marketing effectiveness?
The answer is that it vastly improves the visibility of marketing effectiveness . Pardot, Marketo (and similar tools) are superb at the granular level. You can see what an individual clicked on, the web pages they visited, etc. Unfortunately, it’s harder to understand the overall effectiveness of campaigns.
Can you link a lead to more than one campaign?
Lead and Contact Campaign History. Naturally, one Lead or Contact can link to more than on Campaign over time. You may even have a Lead or Contact to be associated with several Campaigns at the same time. And of course, they can have a different Member Status for each Campaign.
Can you link a Salesforce form to a Salesforce campaign?
If you don’t have a marketing tool, you can use a simple web-to-lead instead. However, in either case, link the form to a Salesforce Campaign. That way, not only do you capture the person as a Lead, but you also connect the Lead and any subsequent Opportunity to the Campaign.
Why is tracking leads important in Salesforce?
Tracking leads in Salesforce is important because it helps marketers understand which channels, campaigns and keywords are driving not just leads, but high-quality leads. This data will help your team to optimise their marketing and their budget. One easy way to track leads in Salesforce is with Ruler Analytics, but we’ll get onto that shortly.
What is lead source in Salesforce?
In Salesforce, lead sources are broad buckets of data. While the contact will continue to carry the data assigned to it into their associated contacts and opportunities, this only gives you access to add data not obtain it. Campaigns meanwhile allow you to add very specific data. It could be a campaign name and date.
How many touchpoints does it take to convert a prospect into a customer?
According to Google, for low-cost products like a chocolate bar it could take as many as 20 touchpoints to convert a prospect into a customer. While high-cost products like flights could take up to 500!
Can you track leads in Salesforce?
While it is a great lead management tool, it’s hard to track your leads in Salesforce. Leads can be entered into Salesforce manually, via a list import or automatically via a web-to-lead integration.
1. Customize Campaigns to fit your event needs
To boost your productivity using Salesforce Campaigns, you could consider customizing the page layout to fit your needs – for example, editing the position of fields and creating new custom fields, changing which components are displayed, and how.
2. Build your Campaign hierarchy
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 organization.
3. Use Campaign Member Status for event attendance
Once Campaign Members have been added to your Campaign, you can set each one a Member Status:
4. Add Leads to Salesforce Campaigns
How you add Leads/Contacts to Campaigns will depend on how you have set up your Campaign hierarchy. You need to:
5. Leverage Campaign reports before and after events
You can use Salesforce standard reports and dashboards to monitor your Campaigns – which is good news, as these are both easy to use, and flexible.
6. Monitor event marketing ROI
Now feels like the perfect time to raise the question: How do you track ROI on events?
Summary – a Quick Checklist
Getting event registration and attendance information into Salesforce Campaigns is an important part of tracking the success of your events.
What are the most important digital advertising channels?
Email and social media are two of the most important digital advertising channels, but display, native, search, and video are an essential part of almost any marketing strategy as well. A local theme park makes a short video promoting its new electronic ticketing system, which is tied to a mobile app.
Is live event a B2B marketing expense?
Live events are an important part of B2B lead generation, but they’re often a big marketing expense. As such, it’s essential to clearly measure your MROI. When it comes to events, everything from advertising the event to paying presenters and vendors is part of your marketing spend, but the connections you can make with new customers are often well worth the cost.
Is email a good marketing channel?
In fact, email has an average ROI of 3,800%, which makes it just about the best marketing investment your company can make . This makes it an essential channel for almost any business, and an especially important channel for SMBs.