Salesforce Marketing Blog - July 2009

• Campaign Member Custom Fields - Response Scoring (Summer 09 part 4)

  John Kucera Jul 13, 2009

  Campaign member custom fields have been turned on as a part of Summer 09!  This is one of most powerful features released for Salesforce Marketing in a long time due to the amount of customizations now possible such as:
  
   - Track Events - Attended, No Show, Meal Preference, Registration $$
   - Track Inside Sales Campaigns - Did not answer, No budget, Not Interested
   - Direct Mail - Offer Name, Offer type, postage cost
   - Integrate w/ 3rd party app's such as email vendors, direct mail vendors, and more
  
  Lead scoring is always a hot topic, but what if you just want to prioritize a call list from a trade show or score existing customers interest in a new product without creating duplicate leads?  Cases like these lend themselves better to scoring the campaign "response" instead of the lead, and campaign member custom fields are a great way to do basic response scoring:
  
  
  
  The last few posts were pretty technical, but this one's all point and click.  We'll walk through how a marketing manager such as Whitney could quickly create response scores using formula fields, ending up with a result like the above screenshot.
  
  

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