Once you’re done adding people, save the new roles and you’ll see the Campaign Influence related list update with all of the campaigns these people were in that match the Campaign Influence Time Frame and Association Rules filters. Also, any campaigns targeting these people in the future will automatically be added to the list.

In this example, Frank was a part of 3 campaigns, but 1 of them was not active, so it was filtered out by my “Active” association rule. The other 2 campaigns were added to the Campaign Influence related list.

Using the Add Campaign Button

Perhaps you don’t know the name of the decision maker, but know he went to your user conference last year. In this case, you can add that event directly to the opportunity without needing a contact role.

Just click Add Campaign in the Campaign Influence related list…

… select the campaign and whether it should replace the Primary Campaign Source for ROI reports…

Note: The Primary Campaign Source on the Opportunity is not impacted by Campaign Influence. The last associated campaign with a converted lead will always be the default Primary Campaign Source. Also the the Primary Campaign Source will always be included in the Campaign Influence related list.

…and the campaign will be added to the list!

The Payoff

Once you’ve added all of these campaigns using contact roles or the Add Campaign button, the payoff is that they will now be in the Campaigns with Influenced Opportunities reports.

It is now a bit easier to create these reports than when we first posted solutions as now there is a default report type for Campaigns with Influenced Opportunities.

There are also more default report types including a default Campaigns with Influenced Opportunities report.

The Campaigns with Influenced Opportunities shows all open opportunities from active campaigns in the time frame you select:

Using the Campaigns with Influenced Opportunities report, you can create any metrics that fit your campaign goals. Here I’ve created a custom metric for $$ Pipeline / # Campaign Members (OPP.AMOUNT:SUM / ( NUM_LEADS:SUM+NUM_CONTACTS:SUM )) to get the dollar amount per person generated for this campaign.

Now that I have a report, I can create a dashboard showing me my top performing campaigns or my bottom performing campaigns, as it’s often easier to see the losers when there is a lot of campaign overlap. Here I’ve used that same report to display an ascending list of my worst performing campaigns.

Using Campaign Influence for Opportunities can be an excellent addition to your arsenal of campaign measurement tools as it's never been easier to track the impact of your Campaigns on Opportunities!