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’ and ‘parent’ campaigns in Salesforce worth it?
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! For instance, what dimension should you lead with top-down? By year, region, or business unit?
Are You using your Salesforce campaigns to their full potential?
Lucy is the Head Editor & Operations Director at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020. Share this article... Salesforce Campaigns are an essential object for Marketers, but many don’t use Campaigns to their full potential.
How do I create a parent/child relationship in Salesforce essentials?
This is a fantastic time to consider having a Parent/Child relationship in your account records which is called an Account Hierarchy. To utilize this functionality, it can be done in a few short steps. 1. While logged into Salesforce Essentials, at the top of your screen click on the Accounts tab
What is the relationship between Pardot and Salesforce campaigns?
If so, keep reading. With Connected Campaigns, Salesforce Campaigns and Pardot Campaigns have a one-to-one (1:1) relationship. Marketers only need to create and manage campaigns in Salesforce, which sync to Pardot as campaigns and are, therefore, available to link with campaign assets created in Pardot, eg. emails, forms, etc.
What is parent campaign 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 an advantage of setting up a campaign hierarchy Salesforce?
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 many child campaigns can you have in Salesforce?
Parent and Child Campaigns Leveraging the Parent-Child hierarchy feature in Salesforce is the best way to structure all three of the Campaign group examples mentioned above. While you can nest up to five hierarchies, I have found that two or three levels are sufficient for most companies.
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.
What can you do with Salesforce campaigns?
Use Salesforce campaigns to bridge the gap between marketing and sales and promote your successes to internal stakeholders. You can define campaign types, organize assets, add members, create campaign hierarchies, and then track and report on campaign performance.
What are some features of campaigns in Salesforce choose 3?
This screenshot shows the Salesforce Campaign metrics we track on our webinars.Total Members. The total number of Leads and Contacts linked with the Campaign.Responses in Campaign. ... Opportunities in Campaign. ... Value Opportunities in Campaign. ... Won Opportunities in Campaign. ... Value Won Opportunities in Campaign.
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.
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.
What is the best practice for defining your campaign member statuses?
Best practice for defining campaign member statuses is to use the same set of values for all campaigns of the same type. To have Salesforce automatically track the number of members who have responded to your campaigns, you can note which of the statuses you'd like to count as responses.
How do I create a campaign hierarchy in Salesforce?
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.
Standard Object, Many Use Cases
‘Active’ Checkbox
Campaign Custom Fields
Campaign Hierarchies
Campaign ‘In Hierarchy’ Fields
- We know that Salesforce Campaigns come out of the box with standard fields; some you will find are called “____ in Hierarchy” that summarize the metrics from all child campaigns related to the parent in the hierarchy. Let’s walk through an example. There are three child campaigns that are linked to the same parent campaign (we’ll call them A, B, C)...
Customize Your Campaign Hierarchy View
Connected Campaigns
Campaign Engagement History Metrics
Related Objects and Related Lists on Campaigns
Campaign Members