Five key items to understand when setting up Salesforce campaigns
POSTED : February 16, 2016
BY : Spencer Pereira

Salesforce Sales Cloud is a robust platform with a multitude of capabilities for managing and growing the sales function. But it can and should also be used by marketing teams for closed-loop reporting.

During a webinar on the “Top 5 Ways to Amp Up Your Marketing Automation ROI,” we reviewed sales enablement and closed-loop reporting as two of the key ways to drive more value from your marketing automation and Salesforce investments.

One native Salesforce feature we discussed that is commonly underutilized, whether you’re using a marketing automation tool or not, is the campaign functionality. Let’s look at some of the common questions and hurdles encountered when setting up Salesforce Campaigns.

1. Who owns a Salesforce Campaign? Sales or marketing?

Marketing creates content and sales follows up with prospects who have engaged with the content. So who owns the campaign record where all the information is collected? Common best practice is for the marketing team to create and own the Salesforce campaign.

At Concentrix Catalyst, we encourage our clients to adopt a sales enablement strategy, which includes a documented process between marketing and sales for creating and managing Campaigns. Remember to include processes that can automate Campaign attribution through your marketing automation tool.

Salesforce Campaigns are the best way marketing, sales, and executive leaders can review the analytics of which campaigns are producing quality leads, what’s pushing buyers to their next step in the sales process and which campaigns are helping opportunities close.

2. What are Campaign Members about?

Setting up a Campaign record in Salesforce is a great way to track the timing of a marketing effort, along with the budgeted and actual expense. However, associating that campaign with the Leads and Contacts who’ve responded adds layers of analytics and transparency into what marketing efforts are most effective.

Thankfully, with Pardot and other marketing automation systems, you can automate the process of adding Leads and Contacts to Campaigns as Campaign Members. Through Campaign Members, you can indicate who is connected to a particular Campaign, as well as which Campaign Members engaged with your brand by attending your webinar, downloading a content piece, or clicking the link in your email.

Salesforce Pro Tip: when creating your Campaign, click the “Advanced Setup” button to customize the available Campaign Member statuses. We advise using the same statuses across all similar Campaign Types for consistent data when reporting.

3. How do I know which Campaigns impact my Opportunities?

Since Campaigns are standard Salesforce functionality, your org already has a number of Campaign reports built-in. This article from Salesforce lists all reports that come with your org, including Campaign Influence reports.

Additionally, the Campaign record has a quick link to the Campaign Call Down report, which shows all Campaign Members associated with that particular Campaign.

Salesforce Pro Tip: create additional Campaign reports and display the charts on the Campaign record page.

Leads and Contacts may be associated with many Campaigns. At the point in your sales process when you are ready to convert a Lead to an Opportunity, be sure to indicate the Primary Campaign Source on the Opportunity record so you can track which marketing efforts are turning your Leads into Opportunities.

By enabling Campaign Influence, you can direct Salesforce to automatically attribute Opportunities to the last Campaign associated with a Contact. Last-touch attribution is the default model. You also have the option to customize the attribution model in Salesforce.

4. What is a Parent Campaign? How do I structure the hierarchy?

Campaigns can be set up with a hierarchy to allow layers in the resulting analytics. For example, you may have a Parent Campaign for trade shows with additional Child Campaigns for each specific trade show where you run a booth.

  • Trade Show
  • 2020 Industry Trade Show
  • 2019 Industry Trade Show
  • 2018 Industry Trade Show

In this example, a Campaign record may have fields that capture the number of Campaign Members who’ve responded, the number of Opportunities associated with this Campaign, and the total value of Closed-Won Opportunities resulting from the 2020 Industry Trade Show. Likewise, the Trade Show parent will show the cumulative roll-up values for the 2018, 2019, and 2020 Industry Trade Shows combined.

5. How granular should I get with Salesforce Campaigns?

The more information you put into Salesforce, the more you can report on. However, there is such a thing as too much data, which can become messy, noisy, or difficult to manage. So where do you draw the line on when to create a Campaign and when not to?

I recommend thinking about your desired end result. What do you want to be able to measure and report on? Do you want to be able to compare the results of one white paper versus another? If so, create a campaign for each white paper available for download. Do you want to track every page on your website? Likely not, so you can create a parent Campaign for website visitors with a child Campaign for only the actionable pages, such as your pricing page.

Connected Campaigns

Connected Campaigns combine Salesforce and Pardot Campaigns so they are one and the same. By enabling this feature, new Campaigns created in Salesforce will automatically sync to Pardot. This simplifies your approach as the same campaigns will exist in both systems. It also improves reporting as Pardot engagement data and Salesforce Opportunity data will be centralized under a single Campaign. (Note: this feature is only available for Lightning Experience).

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About the author
Spencer Pereira

Spencer Pereira has a degree in integrated marketing communications and writing. He has worked in various marketing roles at Google and Valmont Industries.

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