Professional Documents
Culture Documents
SFDC Working With Campaigns
SFDC Working With Campaigns
Series
Parent Campaigns
Parent Campaigns are holding campaigns that group all
the campaigns for the business. Parent Campaigns help organize
campaigns and facilitate reporting. All user-created campaigns must be
created under one of these parent campaigns.
Before using campaigns, each Salesforce user should check with their
Subject Matter Expert to determine where their campaigns should reside,
and if any naming conventions are in place.
Users are responsible for their campaigns - Only campaigns created at
the parent level will be maintained by Distribution Shared Services. Any
campaigns not created properly will be removed by Distribution Shared Services as part of
regular Salesforce maintenance.
To place your campaign under a Parent Campaign, select the appropriate campaign where
requested:
Campaign Views
Campaign views have been created for each business/channel.
Contact dist_sys_service_Desk@manulife.com if you would like to
have a view created for your teams campaigns.
1 of 10
4) Click SAVE.
Your campaign is now ready to add members. Proceed to the Add Campaign Members
section to add your advisors, Marketing Assistants, and/or Field Team members.
2 of 10
1) Click on CAMPAIGNS tab. If you do not have the Campaigns tab visible, click on ALL
TABS icon, then click on Campaigns.
2) Click on NEW.
3) Type the following:
Campaign Name
Type the Campaign name (following the naming
conventions established by your Channel/Business Unit)
Type
Use the arrow to select the type of Campaign.
Parent Campaign
Type the Parent Campaign name or use the Lookup icon to
search for the Campaign.
Description
Type some text to describe the purpose of this campaign.
Status
If you are ready to work on this campaign now, change the
status to In Progress.
You can leave the Campaign set to PLANNED until you are
ready to launch it.
Active
If you are ready to launch your Campaign, check the Active
Field.
4) Click SAVE.
Your campaign has been created.
Campaign Status
Before adding campaign members, decide if you will be creating Campaign Status
entries for this campaign. In my example, Ill use the following status entries to identify
the milestones in my Campaign:
Contact Required
Indicates that I have not yet booked or had a meeting with
this advisor to discuss the merits of Repsources Campaign
Manager.
Not Interested
Indicates that this advisor is not interested in using
Campaign Manager.
In Progress
This advisor is using one of the Campaigns available.
Analyze Results
The campaign is finished and the resulting statistics need to
be analyzed with the Advisor to determine success of the
campaign.
Active
This advisor has successfully completed an email campaign
and has sufficient knowledge to use the tool on his/her own.
3 of 10
The Campaign Member Status fields are free-form, you can enter whatever milestones
you wish to track in your campaign. Once you have created the status entries, you will
change the status for each advisor as they move through this campaign.
Change the Default Responses:
5) To change the default responses, click on ADVANCED SETUP button.
a. Click EDIT to modify the standard responses of Sent & Responded.
b. Add your own responses and determine which will be the default response
when you select a contact, lead or advisor and which responses will count
as in the Campaign Statistics.
c. Use the ADD MORE Button to add additional responses besides the two
values shown.
d. Click SAVE to save the responses.
Now, you are ready to add members. Proceed to the Add Campaign Members section to add
your advisors, Marketing Assistants, and/or Field Team members.
If you did not set your campaign to active, remember to change the Status and Active
setting (steps 3 & 4).
4 of 10
not have the logic required to select the underlying Contact for this Advisor. You will need to
select your Campaign members from the Contacts View.
Add Campaign Members Individually
For any Advisor, Lead or Contact object, you can add that record to your campaign.
Do this by:
1) Find the Advisor, Lead or Contact record you wish to add to your Campaign
2) Using the Quicklinks, hover over ADVISOR CAMPAIGN, or CAMPAIGN HISTORY link.
5 of 10
Contact
Object
Lead
Object
*For example, an IAC user who selects an Advisor in the IAC Channel will automatically
select the first active IAC Contact into the Campaign.
6 of 10
4: Track Responses
For Campaigns with Milestones, track the responses by changing the Member Status as the
member moves through the Campaign process. Modify the Member Status from the
Advisor, Contact or Lead object or directly through the Campaign.
Advisor, Contact, Lead Object
1) Find the Advisor, Lead or Contact record to be modified.
2) Hover over ADVISOR CAMPAIGN, or CAMPAIGN HISTORY link.
3) Click on the EDIT link beside the Campaign name.
4) Modify the Campaign Status and click on SAVE.
Campaign:
1) Click on CAMPAIGNS tab.
2) Navigate and open the Campaign.
3) Scroll to the Campaign Members section.
4) Find the Contact to modify, click on the EDIT link.
5) Modify the Campaign Status and click on SAVE.
5: Measure Campaigns
Campaigns are measured through the Campaign Reports, specifically those reports that are
located on the Campaign Object page. These reports use the fields within a campaign to
total the Number of Responses, and other statistics. By default, they will print information
for My Campaigns that is campaigns that you have created.
Campaign ROI Analysis Report calculates the return on investment (ROI) and average
costs for your campaigns. ROI is calculated as the net gain (Total Value Won Opps - Actual
Cost) divided by the Actual Cost. The ROI result is expressed
as a percentage.
Campaign Member Analysis Report Displays information
about who has responded to campaigns. Use this report to
view how successful your campaign is.
Campaign Revenue Report can be used to analyze which
opportunities have resulted from your campaigns.
In addition, you may find some Campaign level reports available in your regular Salesforce
Report folder. Contact your Subject Matter Expert to see if there are any Campaign reports
developed for you.
7 of 10
Campaign Detail
Planning
Campaign Statistics
Custom Links
Campaign Members
Campaign Hierarchy
Open Activities
Advisor Campaigns
9
10
Activity History
Genius Events
11
Attachments
Use EDIT to make changes to the values in their fields. Dont forget to SAVE your changes!
8 of 10
2.
3.
Clone a Campaign
Clone the Campaign to make another copy of the campaign structure. This technique does
not copy the Campaign members. For example, you have created a campaign and
customized the Campaign Status and now wish to create a campaign for each region, or
territory.
1.
2.
button.
3.
Modify the Campaign Name as appropriate and change the Parent Campaign to
the first campaign that was created.
4.
Click SAVE.
5.
Repeat as required for each territory/region.
When you have completed this task, you will have campaigns with the same detail data
including the Advanced Setup options. Note that Changes made to the original Campaign
detail do not carry forward to cloned Campaigns.
Send a Genius Email
The Genius mass-email tool only works with Campaigns and you must be setup as a Genius
user before proceeding.
1.
2.
Create your Campaign in Salesforce & add the appropriate members to your
Campaign. Only Campaign members with a status of SENT will be added to the
email list.
From your Campaign, click on
. Click on SENT option
and click OK. You will now be directed to the Genius Tool.
3.
Create a new Genius List using the same name as your Campaign. Click OK.
Click on SEND EMAIL TO GENIUS LIST button.
4.
Select the template from the TEMPLATE tab. Confirm the template selection.
5.
Modify the Activity Name as appropriate and add the Subject Line. Make any
other changes to the body of the email as required. Click on SEND PREVIEW
button.
5.
Validate the Deliverability Check value and click on SEND YOURSELF A TEST E-
9 of 10
Click SAVE & CONTINUE button at the Edit Instant Promo screen. Click on SAVE
& CONTINUE button to progress to the next step.
7.
At the Email Recipients screen, specify the FROM: user (usually you, but can be
another contact); To: should be set to From user. Confirm that the correct
Genius List is displayed. Click on SAVE and CONTINUE button.
7.
Confirm the information displayed - this is the last chance to review the users and
the content. Click on the SEND NOW button. Confirm email send.
8.
To remove the Genius List, select Leads/Contacts>Genius List. Find your list and
click on the DELETE icon beside the email column. Confirm the deletion.
10 of 10