How to Create a Campaign in Salesforce

Campaign object in salesforce provides step-by-step procedures to record all the efforts made by a marketing team to the aware target audience of products and services. In this tutorial, we will learn how to create a campaign in salesforce.

1. What is a campaign in salesforce?
2. How to Create a Campaign in Salesforce
3. How to Create a Campaign in Salesforce Lightning
4. How to Create a Campaign in Salesforce Classic
5. How to Set up a Campaign in Salesforce
6. How to Create Parent Campaign in Salesforce
7. How to Create a Child Campaign in Salesforce
8. How to Create a Campaign Report in Salesforce

What is a campaign in salesforce?

Campaign in the set of activities to aware the target audience of a new or improved version of your products or services. Salesforce provides a campaign object using which a company can organize, manage and track all leads.

There are multiple types of campaigns in salesforce: –

Conference	A Group of people gathers in one place and then are introduced to the new products and services. The best example would be the conference help for the New Tesla new car by Elon Musk in the United States of America (USA).
Webinar	A presentation about new products and services is delivered by the company via online or offline mode. This webinar covers how their products solve ongoing issues.
Trade Show	Exhibitions, trade shows, and fairs are conducted where companies demonstrate the potential of their products and services.
Public Relations	Companies maintaining a positive corporate image or goodwill always benefit when it comes to achieving public interest.
Partners	Having a powerful partner always adds value to your product or services. For example, suppose Microsft posts a link to your post on their website. That way you both will be benefited from that.
Referral Program	MyProtein is a United Kingdom (UK) based company and they offer a referral program where one can earn by promoting their products. Simar kind of program is done by most companies like amazon, GoDaddy, etc.
Banner Ads	while driving from San Diego to National City you will cam across various banner ads aware and promoting their products and services. Banner Ads can be small posters or big hoarding that appear on the highways.

Now we have understood the use of a campaign, let’s move ahead and see how to create a campaign in salesforce. We will be exploring both the salesforce experiences – Salesforce lightning and Salesforce classic.

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How to Create a Campaign in Salesforce

Once you have created a product in salesforce now it’s time to promote or aware the target audience about it. Campaign object in salesforce provides a one-stop solution from creating an advertisement to managing the leads.

To explain the steps better, I will use the example of a multinational USA-based company – Apple inc. the facts shared may not be actual but will help you understand why campaigns are important for every company.

Recently, Apple introduced Apple 14 and the world went crazy for it. Ever thought about what type of Campaign is applied in this case?

In my observation, Apple inc. might have used these types of campaigns: –

• Public Relations – Apple inc. is known for selling premium quality products (apple watch, phones, ear pods, etc) and services (after-sale service). This goodwill helped them in convincing and believing the public to buy more products.
• Banner Ads – Apple ads banners can be seen in crowded places like Malls, Theatres, Highways, etc.
• Referral Program – Users can create Apple’s campaigns and then promote them. They will get paid if qualified for the criteria.
• Conference – Apple introduces its product at the conference to other partners and premium buyers.

Furthermore, let’s learn how to create a campaign in salesforce lightning.

How to Create a Campaign in Salesforce Lightning

Salesforce lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options. Wondering how to create a campaign in salesforce lightning? Follow these steps: –

Step 1: From the navigation bar click on the campaign object or it can be accessed from the app launcher as well.

Step 2: Click on the New button present in the top right corner of the browser. This will open a New Campaign window.

Step 3: Fill in the details as per your business requirements in the fields. Please note that Campaign Name is the mandatory field and the remaining can be filled later as well. In the below table, we have explained each field: –

Campaign Owner	by default, the creator of the campaign becomes the campaign owner.
Campaign Name	Provide a name to the campaign.
Active	Click on the Active checkbox if the campaign is active.
Type	Select the type of campaign, and refer to the first section to view available options.
Status	It all starts with planning and ends at Aborted. The status can be set to Planned, In Progress, Completed, Aborted
Start Date	Mention the date from when the campaign will be active.
End Date	Mention the date when the campaign will be activated
Expected Revenue in Campaign	How much revenue one is expecting to be generated with this campaign.
Budgeted Cost in Campaign	Total budget set for this campaign.
Actual Cost in Campaign	The actual amount spent on the campaign
Expected Response (%)	Enter the number of responses you are expecting from this campaign.
Num Sent in Campaign	Numbers sent in a campaign
Parent Campaign	If this campaign is a part of other campaigns then mention the name of that parent campaign
Description	Adding a description always helps the user.

Step 4: Click on the Save button after you have provided input and the campaign will be created in the salesforce lightning.

In this way, we have learned how to create a campaign in salesforce lightning.

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How to Create a Campaign in Salesforce Classic

Salesforce classic is the traditional user experience of salesforce and it was the only salesforce experience before the salesforce lightning was introduced. Salesforce classic has a simplified interface that is easy to use.

Wondering how to create campaign in salesforce classic? Follow these steps in the salesforce classic experience.

Step 1: From the salesforce navigation bar, click on the campaigns object, and from there click on the New button to create a New Campaign in salesforce.

Step 2: Fill in the details in the form and click on the Save button. Each field is explained in the table shown in the previous section.

Campaign Name is a mandatory field, you can create the campaign with the campaign name for now and then can update the information later.

Salesforce Campaign will be created and now you proceed with the further actions on the campaign in salesforce.

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How to Set up a Campaign in Salesforce

Salesforce allows users or developers to modify the object as per their needs, I personally like this feature of salesforce as this allows me to create or modify any object as per the client’s requirements.

Probably, this feature of salesforce makes it the world’s best CRM. Setting up a campaign in salesforce is a wide term and the following things can be done:

• Edit or modify the existing fields in the campaign object
• Create new fields in the campaign object.

All of these setups are based on business requirements and it varies from company to company. Let’s understand this with an example of a hypothetical company “California Adaptor sellers” or CAS Pvt Ltd, based in the United States.

Salesforce campaign provides a wide variety of Options for the Type field like Advertisement, Banner Ads, Conference, etc. but CAS uses only 3 of them. So you have been assigned a task to remove the remaining options from the type.

Here is how you can edit the field Type in the campaign object of salesforce: –

Step 1: From the salesforce dashboard moves to setup by clicking on the gear icon present in the top right corner of the browser.

Step 2: Click on the Object Manager tab and from there search for Campaign in the quick find search box.

Step 3: Inside the Campaign, click on the Fields & Relationships tab, and from there search for Type from the quick find.

Step 4: On this page, you will see all the details of this field. Scroll down and you will find the list of all the items in the pick list. Click on the New button to create a new picklist item. You can also deactivate or delete the existing items from the pick list.

In the below gif, we have added a new picklist with the name pamphlet distribution.

So in this way we have learned how to set up a campaign in salesforce.

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How to Create Parent Campaign in Salesforce

Parent campaign in the one which holds other campaigns inside it. It is used to create a hierarchy of campaigns inside it. Any campaign can become a parent or child campaign in salesforce.

All the newly created campaigns that don’t have a parent can be treated as parent campaigns in salesforce. The hierarchy of campaigns helps in organizing other campaigns based on their use.

In the above section of this tutorial – How to Create a Campaign in Salesforce Lightning, we have created a parent campaign in salesforce.

How to Create a Child Campaign in Salesforce

Child campaign in salesforce is those which have a parent campaign assigned to them. Suppose there are subparts of any campaign then those subparts will be called child campaigns in salesforce.

Want to learn how to create a child campaign in salesforce? Follow these steps: –

Step 1: From the Salesforce dashboard, click on the campaign object or you can also search it from the App Launcher.

Step 2: Click on the New Button to create a new campaign in salesforce.

Step 3: Scroll down on the form until you see a Parent Campaign field. It is important that the parent campaign already exists in this salesforce account. Type the name and it will prompt if exists.

Step 4: Proceed with filling in further details and then click on the save button to apply the changes in salesforce.

In this way, we have learned how to create a child campaign in salesforce.

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How to Create a Campaign Report in Salesforce

Reports are the mirror of how the company is performing in certain areas. Reports of campaigns are created so that the efficiency of the marketing team can be evaluated.

A representative from a marketing team cannot express himself in terms of numbers only. Using graphs and charts it becomes convenient for both the presenter and the viewer to express themselves.

Want to learn how to create a campaign report in salesforce? Follow these steps in salesforce: –

Step 1: From the salesforce dashboard click on Reports, you can also search it from the App Launcher.

Step 2: Select the Category as Campaigns, Select a Report Type as Campaigns and then click on the Start Report button in salesforce.

Step 3: From this page, select the columns that you want to display in the report, add filters, group rows, etc. To learn more about reports read our blog – How to create reports in salesforce

Click on the save and run button to see the output, you can run the run report first then save it. Once the report is created it can be shared with the team or can be kept for personal reference only.

Conclusion

Campaign in salesforce is a marketing strategy to get more sales. The salesforce campaign object allows a company to keep a record of all the actions taken in the publicity of the products and services. In this tutorial, we have shared detailed information about how to create a campaign in salesforce. Also, we have covered these points:

• How to Create a Campaign in Salesforce
• How to Create a Campaign in Salesforce Lightning
• Create a Campaign in Salesforce Classic
• How to Set up a Campaign in Salesforce
• How to Make a Campaign in Salesforce
• Create Parent Campaign in Salesforce
• How to Create Child Campaign in Salesforce
• Create a New Campaign in Salesforce Lightning
• How to Create a Campaign Report in Salesforce

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