Powerful Analytics with Campaign Summaries
Oct 26, 2009
Have you ever wanted to see how many people registered for your webinar
or
attended your tradeshow without running a report? In
Winter 10 it's a breeze with Campaign Summaries!
Now you can quickly create detailed campaign metrics catered to your
campaigns. In this example, we'll create a new
Attended count and corresponding % attended field to track webinar
success.
Setting up new Campaign Summaies is simple:
1) Create a new campaign rollup summary custom field
2) Select the criteria of what it should measure
3) Add it to the page layout
First create a new campaign custom field by
clicking: Setup-->Customize-->Campaigns-->Fields-->New
Then, select Roll-Up Summary as the Data Type & click Next
Give the field a name: # Attended
For Summarized Object, select Campaign Members. For Roll-Up
Type select Count.
Now here's where the rubber hits the road - the filter criteria.
Select "Only records meeting certain criteria" and you'll see
the filter section shown below. For ours, we want a count of
campaign members where the custom field, Attended, is true.
Alternately you could base it on status, but the
sky's
the limit here!
Now add it to your page layout and that's it! Every campaign
will now have a count of the # Attended without creating any reports or
analytics! If you want to take it a step further, you can
create other metrics such as the % Attended by creating a percent
formula fields with criteria like NumAttended__c / NumberSent.
What Summary fields do you plan to create? Respond
in the comments below to share best practices with us.
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