A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.
To manage campaigns, users must have the Marketing User check-box selected on their personal information page, the appropriate user permissions, and sharing access to the campaign.
With Campaigns -
- Target and market to existing Leads and Contacts
- Generate new leads
- Track response rates on a Campaign
- Track Lead conversion rates on a Campaign
- Attribute Opportunities to a Campaign
- Calculate ROI
Campaign Mechanics -
- Create a Campaign
- Determine your Campaign member status
- Target Leads and Contacts
- Launch
- Measure
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