HOW TO CREATE NEW CAMPAIGNS IN SALESFORCE CRM | Techila
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HOW TO CREATE NEW CAMPAIGNS IN SALESFORCE CRM

campaign

HOW TO CREATE NEW CAMPAIGNS IN SALESFORCE CRM

Marketing Professionals or marketing team uses campaigns to collect and process the leads collected from different types of campaigns in Salesforce. To track number of Leads, Contacts and Opportunities we use campaigns records. To create new campaigns in salesforce CRM user must have Marketing Users Licence and also must enable permissions on campaigns in their Profiles.

 

Creating New Campaign

 

Go to Campaign Tab

 

Description: HowToCreateNewSalesforceCampaign.png

 

Now Select new Campaign as shown below..

 

Description: HowToCreateNewSalesforceCampaign1.png

 

Now a form will be opened with some Campaign Information. Enter all the details.

 

Description: HowToCreateNewSalesforceCampaign2.png

 

Now Click Save Button.

Now the page will be opened in detail View.

 

Campaign Member Status values

 

In Salesforce CRM, new Campaign will have two default members status values they are:

  1. Sent
  2. Responded

To set up those campaign member status values go to Advance Tabs as shown Below.

 

HowToCreateNewSalesforceCampaign4.png Description: http://www.crmsalesforcetraining.com/wp-content/uploads/2014/05/campaign-creation3.png

 

Now the status values can be replaced with user defined values. Check boxes are checked as shown below.

 

Description:HowToCreateNewSalesforceCampaign5.png

 

Multiple responded values can be created. When we have more than one responded values  they are summed together to produce the calculated field total responses.

 

Adding Multiple Members to a Campaign in Salesforce CRM

 

Now we have to add multiple members to a campaign in Salesforce. Multiple members can be added from manage members in campaign page as shown below.

 

Description: HowToCreateNewSalesforceCampaign6.png

 

We can add multiple members from manage members. Existing Contacts and Lead can be selected from manage members and go to add members-Search. Use add members-Search to search members.

 

Now a page will be opened add multiple members from Lead or contact reports.

 

Description: HowToCreateNewSalesforceCampaign7.png

 

Select the required lead checkboxes and select Add with Status as shown. In add with status select responded values.

 

Description: HowToCreateNewSalesforceCampaign8.png

 

Confirmation message will be displayed as shown above and now back to campaign.

 

Description: HowToCreateNewSalesforceCampaign9.png

 

In Campaign members section we can see list of members that we added to campaign as shown above.

 

Now Edit a Lead

 

Description: HowToCreateNewSalesforceCampaign10.png

 

Here we can change status and select save button.

 

 

Courtesy: http://www.crmsalesforcetraining.com/create-new-campaigns-salesforce-crm/

Author: techila

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