Learn how marketing professionals can use workflows for success, such as monitoring assigned tasks with reports and setting up calendar events.
- [Instructor] Marketing teams achieve more success when silos are eliminated. Let's see how to manage marketing team data within Salesforce. We're here on the home tab and from here, let's go ahead and click on this ticktacktoe which is the app launcher and then we'll click on campaigns. Now, we've got an ad campaign here already and we'd like to connect with other members of the team so let's go ahead and click on the campaign and over here on the activity section on the right-hand side, we'll go ahead and click on new task.
Let's go ahead and add a task to our campaign. Under the subject line, let's go ahead and call this develop video creative. Let's set a due date so the task has a clear deadline. We'd like our coworker to be clear on when this task needs completion so we'll make this a week from now, Friday of next week. Now let's go ahead and assign the task to another member of the team who develops videos for the marketing team. I'll go ahead and click on the X to remove my name and then I'll go ahead and click on Daniel here and I'll assign the task to him.
Now, you can always relay the task to a particular contact or lead. For example, if an outside vendor were producing the video, then we'd add them as the contact. Let's go ahead and associate a contact with this task. They don't have to be a member of this campaign. The task is automatically set to not started and I'll go ahead and save it and here's the task right here. I'll use this pull down menu and then I'll click edit to make changes to it.
The task owner can change the status of the task once it's completed. And since I'm monitoring the activity on this campaign, I'll always have clear visibility of the task and you can change the status using this pull down menu. Now let's go ahead and click save. When the number of tasks you're managing grows, you can develop custom reports to see a list of those tasks and who's handling them. So I'll go ahead and click on the ticktacktoe which is the app launcher and then I'll go down to reports and then I'll select reports from the list here under all items.
I've got a report here called my delegated activities and when I pull that up, I can see the task that I've just set up. I'd recommend you check out our course Salesforce Custom Reports to learn more about report building. Now let's go ahead and see how to add events to our campaign workflow. We'll go ahead and go back to campaigns. I'll select the app launcher here and then I'll select on campaigns and events can be anything you'd like to put on your calendar. Let's go ahead and click on the campaign and over here under activity, let's go ahead and click on new event.
A calendar event is a great way to track deadlines and deliverables. It's different than a task in that you're managing an event for yourself and it's something you'll be handling within a specified timeframe whereas a task may be managed as an ongoing activity. Let's go ahead and fill in some event details. I can enter an optional description and let's go ahead and put in the start date and time.
Although it's not required, an event can be associated with a contact or a lead. Let's go ahead and click save. Now let's head over to the app launcher and then we'll pull up our calendar and we'll go ahead and head over to next week and we'll scroll up and here we can see our calendar event. You can also assign events to other people on your team as needed. Simply go over here to this icon, which is the little pencil icon, click on it and you can go ahead and click the X and then you can select from a list of users in your organization and assign this calendar event to them.
Once you've made the assignment, you can click save. When you do, those events will show up on their homepage calendar and they'll be removed from yours. Silos are a detriment to the marketing workflow and task delegating and event scheduling provides a clear path to success for marketers.
- Connecting with sales teams
- Using workflows for success
- Leveraging community resources
- Digital commerce solutions
- Best practices for email marketing
- Scoring leads
- Managing the lead life cycle
- Finding new prospects for marketing initiatives
- Measuring campaign success