Salesforce Marketing Blog
Salesforce Marketing Blog - February 2009
-
Using Campaign Influence for Opportunities
Feb 6, 2009Campaign Influence for opportunities is a great way to automate campaign tracking for each opportunity so the sales team can see what the contacts related to the opportunity have been influenced by.
Here’s a quick, 1 minute video on how it works.
Once you have set up campaign influence, there are 2 ways to add influential campaigns to an opportunity:
1) Add a contact role for people who were targeted in one or more campaigns
2) Click Add Campaign in the Campaign influence related list
First, it’s important to note that when a lead is converted into an opportunity, all of the campaigns that targeted that lead are automatically added to the Campaign Influence related list as long as they fit the Campaign Influence time frame and association rules that were set by your Salesforce admin.
Adding a Contact Role
The best way to automatically track influential campaigns is to add all of the contacts related to an opportunity. You can click New from either the quick links bar (shown below) or from the Contact Roles related list on the opportunity detail page.
Note: Converted leads, John Kucera in this example, are automatically added to contact roles upon conversion.
Next, select the contact to add, and be sure to assign a role to that person. If you don’t assign a role, their campaigns won’t show up!
-
Setting Up Campaign Influence for Opportunities
Feb 6, 2009In Winter ’09, Salesforce Marketing introduced Campaign Influence for opportunities. Now you can easily see all the campaigns that influenced the key contacts for an opportunity. Here’s how you can get this feature up and running.
To set up Campaign Influence for opportunities, just follow these steps:
(1) Enable Campaign Influence in the Setup menu
First, click on Setup>>Campaigns>>Campaign Influence and you’ll see the page below. Change the radio button from Disabled to Enabled.
Bookmark