Salesforce Features
Campaign Hierarchy
Streamlined Management of Related Campaigns
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Associate campaigns to parents, going as many as five levels deep
- Increase visibility into how your campaigns are performing at any level in the hierarchy
- Aggregate parent campaign statistics on one screen
Marketing organizations often use multiple tactics to generate demand for a larger marketing program or corporate initiative. Winter ’08 gives managers the ability to track the overall effectiveness of their marketing initiatives by enabling users to associate any campaign to a parent campaign and easily view the roll-up statistics.
Training and Documentation
Feature Details
- Parent Campaigns: Users can associate all campaign tactics (email, direct mail, SEM, etc.) to a parent campaign to gain total visibility into a large marketing program. With the ability to create up to five levels in any hierarchy, marketing managers can create a structure that aligns to their individual business needs and that will give them visibility into how multifaceted campaigns are performing at every level.
- Hierarchy View: The hierarchy view gives an at-a-glance view of all campaigns in the hierarchy and how they are related to one other.
- Aggregated Program Data: Aggregated statistics on the performance of your campaigns at any level are available in a single view. Marketing managers can get the insight they need to make real-time adjustments to their programs without running multiple reports.
Note: The feature is disabled by default and requires an administrator to enable field level security for the new fields and add the new related list and parent campaign field to the campaign page layout. Professional Edition customers must have purchased the campaigns add-on separately to use this feature.
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