Campaigns in salesforce are one of the key parts of the marketing cloud. They allow us to show some of the KPIs for each campaign that we track.
Tracking this is crucial to the success of any company.
While this might sound overwhelming this aspect of salesforce is fairly simple to set up and complete.
Youtube Video
One thing to note before we get too far into this campaign tutorial.
We have a video on how to do this in salesforce of the Salesforce Emily youtube channel!
Sometimes it is easier to watch someone perform an action rather than to try and follow along with a blog post.
Step by Step
The first thing you need to do in or to create a campaign is going to the campaign tab.
If you don’t see this tab then in the left corner under the salesforce cloud click on the three by three dots and search for campaigns.
You should be able to see and click on it.
Once there you can click on the new button on the right side of the screen.
Once this is clicked it will bring a popup for you to enter in some vital information.
Anything with a red asterisk is required.
Enter in with any and all information you have. The more information you give in this portion will help later on to draw conclusions.
Once completed click save.
From the detail page you can enter in some more details or even create a new lead!
Don’t forget to enter any campaign members that a part of this campaign!
Conclusion
A big congrats to you for making it through this tutorial! We hope you found it useful!
Check out the salesforce Emily youtube channel here.
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