The process of how to create a campaign in salesforce is not as easy as it seems. In order to be successful, you need to have enough knowledge about the platform, its features, and what you want your campaign to look like.

Creating an Account and Setting Up Your Campaign:

1) To create an account, click on the "Create Account" button located in the upper left corner of your screen.

2) Select "Salesforce" from the drop-down menu that appears beneath your account button.

3) Fill out all of the necessary details for your new account by following these prompts.

4) After you have completed these steps, click "Continue." 

You will then see a confirmation page with all of the details you provided on it along with some actions that need to checked of to know how to create a campaign in salesforce.

For the salesforce users who have not experience with campaign creation, it can feel a bit intimidating. 

However, this article will walk you through step by step how you can create a marketing campaign for your business in no time.

-What is a salesforce campaign?

-How to create an account for your newly created salesforce account

-How to set up goal and track progress in your new campaign

-Different types of campaigns that you can do in salesforce

Campaigns are a key part of the success of any salesforce implementation. 

For a campaign to be successful, it needs to have a clear objective, be supported by an efficient workflow, and have the right tools at its disposal.

This is not always easy to achieve with regular users, so it is best to create this process with an AI tool called Salesforce Campaign Automation that works seamlessly with other processes such as lead generation and lead scoring.

In this blog post we will walk you through the process for creating a campaign in Salesforce and how you can use it for your next campaign.

Salesforce's marketing automation is a software that enables you to create campaigns and it can increase the conversion rate for your business.

A campaign in Salesforce is an automation with multiple flows and tasks. It has three different types of flows - workflow, task, and flow. There are many ways to use these flows in marketing automation. 

For example, you can create a flow that sends an email campaign every time someone opens a product page on your website or make calls on behalf of your customers from the salesforce account when they have already made the purchase.

This is a tutorial on how to create a campaign in salesforce. It will guide you through the process of setting up the campaign, and build a content strategy for it.

‍

How to create a campaign in salesforce?

This article will not teach you how to use Salesforce or how to make changes; it is meant for people who know the basics about Salesforce and want to understand more about how these tools work together in order to create successful campaigns.

The strategies we are going talk about today are tried-and-true tactics that have worked really well for us and we hope they will work well for you too!

The Salesforce platform has a number of ways to generate campaign reports. It can be difficult for some users to understand the process of creating a campaign report in Salesforce.

Salesforce doesn’t want to give you a manual on how to create a campaign report because the way it works may change over time. 

To help illustrate how this process works, we put together an example salesforce campaign report.

The idea behind this is that it will provide an example of what a salesforce campaign report looks like when its been generated by an AI tool.

‍

Salesforce Campaigns Fundamentals to know how to create a campaign in salesforce

A Salesforce Campaign is a collection of Leads and Contacts who have been exposed to a certain marketing message (s). 

It keeps track of key performance indicators and allows salespeople to immediately know which clients and prospects have received marketing messages.

‍

Some of the things you can accomplish using Campaigns in Salesforce, for example, are:

Measure the success of your marketing activities.

Allow salespeople to see a list of all marketing messages delivered to customers and prospects in the past.

Determine which Leads and Contacts have responded to marketing emails and other messages.

Make the campaign results easy to understand by summarising them.

Allow salespeople to easily include Leads and Contacts into forthcoming events, webinars, and other activities.

As you may have guessed, there isn't much here about real delivery.

Because Salesforce Campaigns is unable to physically deliver emails and other communications, this is the case. 

Nonetheless, they are critical in measuring and presenting the outcomes of various tools.

In Salesforce, here's how to establish a campaign.

Click the Campaigns tab to start creating a Salesforce campaign. Click New on the right.

Using the Lightning Interface, create a new Salesforce Campaign.

If you don't have authority to do so, however, you must set the Marketing User checkbox to True.

This feature can be found on the User record.

Activate the Marketing User's ability to create Salesforce Campaigns.

Request that your system administrator modify your User record and turn on this checkbox.

You might wish to make some adjustments to the Campaign object and page layout.

Modify the Type field, for example, to reflect the marketing activities your company engages in.

Use the Salesforce Campaign Type Picklist to reflect your company's marketing activity.

Also, on the page layout, delete several of the optional fields (see our Section in this guide on metrics to know which fields are essential).

‍

Example of a Salesforce Campaign

Here's an example of a Salesforce Campaign. It's about a webinar we hosted earlier this year.

GSP's Sales Dashboard provides excellent pipeline visibility and sales performance metrics.

Visit the AppExchange for more information.

‍

The following is an example of a Salesforce campaign.

The name of the webinar and the date it was hosted are easily visible. We also assigned it a 'Type' so that all webinars would be grouped together in Salesforce reports and dashboards.

‍

A Salesforce Campaign's name, kind, and date

In our case, we use GoToWebinar to host webinars. However, we use Pardot to send the invitation emails to Leads and Contacts. Nonetheless, the Campaign in Salesforce contains all of the critical metrics for the webinar's success.

I'll describe how these systems interact. Let's start with some KPIs from a Salesforce Campaign.

In Salesforce Total Members, specific metrics are highlighted on a Campaign. 

The number of Leads and Contacts associated with the Campaign as a whole. We can see values for Leads and Contacts underneath this.

Campaign Reactions. This figure is crucial. It demonstrates how many people responded to the marketing communication in the way we desired.

Campaigns provide opportunities. This marketing action has a large number of opportunities.

In a campaign, value opportunities. The monetary value of the Campaign's opportunities.

During the campaign, I was able to secure a number of opportunities. The amount of opportunities that have been Closed Won and are linked to the Campaign.

In the campaign, place a high value on opportunities that were won. The worth of these Closed Won chances.

‍

You could now be wondering:

How is the number of people who responded calculated? What is the relationship between opportunities and campaigns?

They're excellent questions.

Let's begin with the most basic.

To'respond' to each form of marketing activity, people do different things. They might 'click a link' in an email but'register' for a webinar instead.

We'll need to explain how Campaign Members work in Salesforce to track this behaviour and understand how it connects to the Responded number.

‍

Members of Salesforce Campaigns Defined

The relationship between an individual Lead or Contact and a Salesforce Campaign is described by a Campaign Member. 

It keeps track of how this relationship has changed over time and is essential for creating Salesforce marketing reports and dashboards.

Take our webinar as an example to see how this works.

Example of a Campaign Participant

The following are the processes we take when hosting a webinar.

Determine which Leads and Contacts to invite.

Use Pardot to send the invitation email.

Some people choose to register.

Some folks show up on the day of the webinar. Others fail to show up.

Now let's look at how that works with a Salesforce Campaign.

In the first phase, we add the people who will be invited to the Campaign. We add them with a Not Sent Campaign Member Status.

To put it another way, we intend to send an invitation email but have yet to do so. This signifies the Campaign's status for these Leads and Contacts is 'Not Sent.'

Now it's time to send the email. We change the status to 'Sent' at the same moment. In Pardot, we use an automation rule to accomplish this.

Some people choose to register. This is done through GoToWebinar. This information is sent to Pardot, and the Campaign Member Status is changed to Attending.

The participants who have registered either show up or don't show up on the day of the webinar. GoToWebinar recognises this and changes each person's Campaign Member Status to Attended or No Show.

Of course, anyone can unsubscribe at any time along the process. As a result, we have a status for it as well.

So far, everything has gone well. But what does this have to do with the Campaign's Responded number?

Everything depends on the answer.

The Relationship Between Opportunities and Campaigns

Salesforce Campaigns and Opportunities can be linked in two ways.

When it comes to converting a Lead, and

As a new opportunity is created, fill in the Primary Campaign area.

‍

Getting Leads to Convert

Remember that when you convert a Lead, you're also creating an Account, Contact, and, if desired, an Opportunity.

In the Salesforce lightning interface, convert a lead to a contact.

Each Salesforce campaign's relationship with a Lead or Contact is described in the Campaign Member record.

The Opportunity becomes linked to the most recent Salesforce Campaign when this happens. This is accomplished through the Primary Campaign field.

Based on the preceding Salesforce Campaign, the Primary Campaign Source is automatically linked to the Opportunity.

It makes no difference whether the person participated in the Campaign or not. There's nothing you can do to change the system's assumption that the most recent Campaign is the one that resulted to Opportunity creation.

However, many marketing executives are dissatisfied. They express their dissatisfaction with the fact that opportunities generated by converted Leads are not linked to Campaigns.

This is why it happens.

The Lead becomes an Account and then a Contact. The checkbox 'Do Not Create Opportunity', on the other hand, is set to True.

By checking the 'Do not create a new opportunity upon conversion' checkbox, you can avoid creating new opportunities.

The salesperson then qualifies the deal further. She generates an Opportunity if it appears to be a decent idea.

Unfortunately, the Opportunity and the Campaign are no longer linked.

‍

What's the end result?

The Marketing department is dissatisfied since they have no method of knowing whether their campaign resulted in a quality lead. You can appreciate their dissatisfaction.