02 Nov 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
Now Select new Campaign as shown below..
Now a form will be opened with some Campaign Information. Enter all the details.
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:
To set up those campaign member status values go to Advance Tabs as shown Below.
Now the status values can be replaced with user defined values. Check boxes are checked as shown below.
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.
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.
Select the required lead checkboxes and select Add with Status as shown. In add with status select responded values.
Confirmation message will be displayed as shown above and now back to campaign.
In Campaign members section we can see list of members that we added to campaign as shown above.
Now Edit a Lead
Here we can change status and select save button.