App Tutorial

Step-by-Step Guide to Creating Campaigns in Salesforce

Jason Gong
App automation expert
Apps used
April 21, 2024

Adding a campaign in Salesforce involves accessing the 'Campaigns' tab, creating a new campaign, and filling in necessary details such as campaign name, type, status, and budget. It's crucial to manage Campaign Member Statuses and plan your Campaign Hierarchy for comprehensive tracking and reporting.

This process enhances marketing efficiency and outreach success.

Streamline your Salesforce campaign management and ensure accuracy with Bardeen automation.

How to Create Campaign in Salesforce

Creating a campaign in Salesforce involves a series of steps that allow you to track a Lead or Contact’s engagement with a marketing or outreach initiative. This process is crucial for tracing won revenue back to the marketing activity that supported its success. While it's possible to create a Salesforce campaign in seconds, doing it properly requires attention to detail and an understanding of Salesforce's campaign management features.

Automate your Salesforce campaign creation and management tasks with Bardeen. Save time and improve efficiency by automating routine tasks. Download now.

Create Campaign in Salesforce

  1. Access the “Campaigns” tab in Salesforce. If it's not visible, use the App Launcher (waffle icon, left of the navigation bar) to search for campaigns. You can add the “Campaigns” tab to your navigation bar for easy access by clicking the pencil icon (right of the navigation bar).
  2. Click the “New” button to start creating a new campaign.
  3. In the Campaign Name field, enter your campaign’s name. Adhering to a naming convention for campaigns is crucial for organization and future reporting.
  4. Fill in the necessary fields on the campaign creation page. This includes setting the campaign as “Active,” selecting a “type” and “status,” and inputting start and end dates, budgeted cost, expected revenue, expected response percentage, and actual cost once the campaign concludes.
  5. Use the “Parent Campaign” field to define the campaign's position within your campaign hierarchy, if applicable.

Campaign Member Statuses

After creating the foundation of your campaign, you need to manage Campaign Member Statuses. These statuses describe the level of engagement each individual has with a campaign. Salesforce provides two default statuses: Sent and Responded. You have the option to add new statuses or edit the default ones to better reflect the engagement levels relevant to your campaign.

Plan Your Campaign Hierarchy

Campaigns often do not exist in isolation. For example, an event might involve several marketing activities like invitation emails, registration, and follow-up emails, each tracked as separate campaign records. To get a comprehensive view of the event’s performance, build a Campaign Hierarchy. This allows you to see how individual campaigns contribute to the overall success of a larger initiative.

For tips on integrating Salesforce with other apps to automate your workflow, check out our Salesforce Integration Workflow Automation Guide.

Make Salesforce Campaigns Your Own

To enhance productivity and efficiency, consider customizing the campaign page layout to fit your needs. This could involve editing the position of fields, creating new custom fields, and adjusting which components are displayed. Salesforce Lightning users will find that the ‘Lightning record page’ controls components, offering flexibility in how information is presented and interacted with.

Using Salesforce Campaigns with Pardot

If you’re utilizing Pardot, the campaign setup extends into integrating Salesforce and Pardot campaigns through Connected Campaigns. This integration ensures that all activities in Pardot are tied to the Salesforce Campaign, providing a unified view of marketing efforts. Remember, leveraging Pardot automation is key to updating the prospect’s Campaign Member Status based on their interactions with your marketing assets.

Understanding the intricacies of Salesforce Campaigns, including Campaign Member Statuses, Campaign Hierarchy, and integration with Pardot, is essential for effective marketing and outreach initiatives. These features enable detailed tracking and reporting, ensuring that your campaigns are as successful and organized as possible.

Discover useful Salesforce shortcuts and automations to streamline your sales processes at Bardeen’s Salesforce integration page.

Automate Your Salesforce Tasks with Bardeen

Adding a campaign in Salesforce is a critical step for managing your marketing efforts and tracking the effectiveness of your outreach initiatives. While the process can be done manually, automating this task with Bardeen not only saves time but also ensures accuracy and consistency in your Salesforce environment. Here are some examples of how Bardeen can automate Salesforce-related tasks, enhancing your sales and marketing operations:

  1. Create a new Salesforce opportunity: Automate the creation of new sales opportunities directly in Salesforce, streamlining your sales pipeline management.
  2. Create a new Salesforce contact: Quickly add new contacts to your Salesforce CRM, ensuring your database is always up-to-date with minimal effort.
  3. Import Company Details into Salesforce: Automate the process of adding new company accounts to Salesforce, enhancing lead management and sales efficiency.

By leveraging these automations, you can focus more on strategy and less on manual data entry. Get started by downloading the Bardeen app.

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