May 18, 2024

How to Create Salesforce Campaigns

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Creating campaigns in Salesforce is a straightforward process that allows you to manage your marketing initiatives and track their success directly within the platform. To help your business thrive, follow these steps to create a new campaign in Salesforce efficiently.

Step 1: Access the Campaigns Module

Log in to your Salesforce account and go to the "App Launcher" (the grid icon in the top left corner). Search for and select "Campaigns" to enter the campaigns module. Once here, you'll have a view of any existing campaigns.

Step 2: Create a New Campaign

To start a new campaign, click on the “New” button usually found at the top right corner of the campaign’s page. This will open a setup wizard or a new window depending on your Salesforce configuration.

Step 3: Enter Campaign Details

In the new campaign window, you will need to fill in the necessary information about your campaign:

  • Campaign Name: Choose a distinctive name that easily identifies your campaign.
  • Type: Select the campaign type from the dropdown—they usually include options like email, social media, webinar, etc.
  • Status: Indicate whether the campaign is planned, active, or completed.
  • Start Date and End Date: These fields are vital for tracking the duration and lifecycle of your campaign.
  • Expected Revenue: An estimate of the financial return you anticipate from the campaign.
  • Budgeted Cost and Actual Cost: Keep track of your budget and expenses directly.

Fill in other relevant details as needed, such as the campaign’s description, targeted audience, and any other custom field your company may require.

Step 4: Set Campaign Member Status Values

Define the possible states a campaign member can be in, such as "sent", "responded", or "converted". This helps in tracking the effectiveness of the campaign and in managing follow-up actions.

Step 5: Save Your Campaign

After you’ve completed all necessary fields, click the "Save" button to create the campaign. It will then appear in your list of campaigns where you can further manage it.

Step 6: Add Campaign Members

Once your campaign is saved, you can add leads or contacts as campaign members by selecting the “Add Members” dropdown and choosing the method of addition, such as importing a list or adding members manually.

Step 7: Launch and Monitor Campaign

With members added, launch your campaign as planned and use Salesforce's tracking and reporting features to monitor its progress and measure its success against your business objectives.

Creating campaigns within Salesforce helps you align your marketing efforts with your sales processes, providing a cohesive view across customer engagements and interactions. By carefully planning and executing your campaigns within Salesforce, you can achieve better alignment with your overall business goals, target the right audiences, and measure the effectiveness of your marketing activities.