This video explains how to correlate different types of data into Salesforce campaigns to measure activity success. See a sample configuration of a campaign.
- [Instructor] Campaigns are a great tool…for tracking fundraising and marketing initiatives.…A campaign is a project or activity…that tracks the team's efforts.…This could be a trade show, email or direct mail campaign.…Campaigns within Salesforce allow teams…to manage and maintain focus on projects,…building prospects, and generating brand awareness.…A campaign organizes a list of leads and contacts,…and results into a landing page.…A campaign tracks responses and the campaign's success.…
NGOs use Salesforce campaigns for their…fundraising and marketing.…So let's go ahead and setup a campaign.…To setup a campaign click on the app finder…here on the left-hand side.…Go down the list and click on Campaigns under All Items,…and then to start a new campaign let's go ahead…and click on New here on the right-hand side.…We'll select a default campaign, and click Next.…Let's provide a name.…
And we'll set a type.…In this case it'll be a telemarketing campaign,…and we'll set the status as In Progress,…and we'll set it as active.…
AuthorChristopher Matthew Spencer
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Salesforce for Customer Servicewith Christine V Pereira50m 43s Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
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