Salesforce Marketing Blog
Salesforce Marketing Blog - Campaign Management
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Dynamic Response Views - Campaign Member Record Types
Nov 2, 2009In Summer 09, we enabled detailed tracking on campaign member with custom fields, but didn't create a way to control which fields are on which members. Now in Winter 10 with Campaign Member Type, you can show only webinar custom fields on webinar campaigns, direct mail fields on direct mail campaigns, and telesales fields on email campaigns. This makes it easy to enter or find response information on your campaign members.
When you're creating a campaign, set the Campaign Member Type, so all of the members will use the page layout assigned to that type. This means you only have to set the type once no matter how many times you add members to the campaign. In this webinar campaign, we can see event details for this member's webinar response.
And here we see direct mail details to better track this direct mail campaign.
To set it all up, there's two key steps:
1) Create Campaign Member Record Types & assign page layouts to each type
2) Add Campaign Member Type field to your Campaign page layout
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Campaign Assistant - Advanced Import Wizards
Oct 29, 2009With the Winter 10 Campaign Assistant, imports are now even more powerful! You can auto-email leads on a tradeshow list, map custom fields like "Attended" or "RSVP-Yes" to better track responses , fire apex triggers, & run validation rules to prevent dirty data from being created! Check out this video for an overview of some of the great Winter 10 features:
To enable all of this, click Setup-->Customize-->Critical Updates and activate the New Campaign Member Creation Behavior!
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Powerful Analytics with Campaign Summaries
Oct 26, 2009Have 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
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Offer Management with Campaign Member Custom Fields
Aug 31, 2009Ever wanted to easily manage offers across campaigns and do A/B testing on these campaigns? Now you can! With campaign member custom fields, it's easy to create an offer object & link it to campaign member by creating a lookup field.
How to pass hidden fields to campaign members with Sites
A typical campaign involves sending an email or direct mail to drive traffic to a landing page. The landing page shows an offer such as a demo, white paper download, free trial, or product discount. Here's one way I think works well to track different offers:
- Create a custom object called Offer
- Create a campaign member custom lookup field to track the offer used
- Pass a hidden field in your webforms to the campaign member record to track the offer displayed
Let's say you use an email campaign to drive traffic to a white paper download landing page, but you want to do some A/B testing by changing the text from "$5 off" to "10% off". You can simply change the hidden field on your webform, so all new or updated campaign members will reflect the "10% off" offer. This also works great across campaigns if you re-use offers in the future.
If you're using Sites for your landing pages, it's pretty easy to add hidden fields for campaign members.
1) Include the hidden field in the Sites page:
<apex:inputHidden id="Offer" value="{!campaignmember.Offer__c}"/>
2) Assign the field value to a javascript variable:
<script>
var Offer = document.getElementById("{!$Component.Offer}");
</script>
3) Below the form, assign that javascript variable the desired value in a function:
<script>
function changeHiddenFieldValues(){
Offer.value="a003000000CEdEI";
}
</script>
4) In the form tag (located higher in the page), call this function:
<apex:form id="theForm" onsubmit="changeHiddenFieldValues()" >
How to pass hidden fields to campaign members with Web to Lead
If you're using Web to Lead for your landing pages, you'll need a trigger to get the pipes connected (see package below).
1) Create custom fields on Lead for all the campaign member fields you'll want to pass as hidden fields
2) Add the hidden fields to your web to lead form, which will auto-populate upon submit to the lead (use the Web to Lead utility in setup to generate the HTML)
3) Create a before Insert trigger on Campaign Member to grab those Lead custom field values and assign to the Campaign Member.
Here's a package you can use (at your own risk) which has a trigger, test code for the trigger, the custom object, and the custom fields to make this work:
https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t30000000UAgD
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Campaign Member Custom Fields - Response Scoring (Summer 09 part 4)
Jul 13, 2009Campaign 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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Salesforce Sites Event Registration Pages (Summer 09 part 3)
Jun 30, 2009Salesforce just launched Force.com Sites and it's free for all Enterprise and Unlimited Edition subscribers! Here's a great intro to Force.com Sites, including some possibilities for driving value to your organization leveraging it's power:
My favorite application of Sites is creating landing pages that directly update responses in Salesforce campaigns. Some advantages of using Sites for response capture on landing pages:
- Fewer duplicate leads
- Cleaner response data
- Secure, hosted, and scalable
Sites minimizes dupe leads by updating the campaign member record directly instead of creating a duplicate lead that has to be merged back to the original lead or contact. Sites is a clean, hassle-free way to create webforms because any picklist option you add in Salesforce is immediately available on the web form. This means if you add an option to a "Product Interest" custom field on campaign member in Salesforce, this product can immediately appear on the Sites pages your prospects and customers see, minimizing maintenance and creating a simple way to keep data clean. Finally, Sites is battle tested against security threats and huge traffic spikes so you can rest easy your customers will have a consistent experience.
Now we'll get into the meat: how to leverage Sites for event registration pages and set up your first page. Using examples from the last post, you can set up workflow rules to email anyone added to a campaign. By the end of this post, you'll know how to include smart links in those emails to drive prospects to your campaign member Sites Event pages, and automatically update responses from those pages such as this example:
http://jdk470.force.com/?id=00v3000000JIrl6AAD
To get there, we'll explore the 3 key pieces to your first site page:
1) Set up your email links to include campaign member Id's in the URL
2) Set up Force.com Sites security permissions to allow access to relevant campaign members
3) Set up your Visualforce page to tie to campaign members -
Automated Multi-Wave Campaigns In Salesforce Marketing (Summer ’09 part 2)
Jun 16, 2009Have you ever wanted to automatically email prospects or customers based on rules you set up? Ever wanted to email both leads and contacts without two separate templates and processes? In Summer ’09, it’s as easy as creating a few campaign member workflow rules!
In part 1, we walked through how triggers can be used to summarize campaign information. In this example, we’ll show you how two workflow rules and a trigger can be used to auto-email a second reminder to non-respondents. If any pieces seem tricky, your SFDC Administrator can help you set up these steps.
Continuing our example, Whitney has already created a parent campaign “2009-Q3-Webinar” and a child campaign “2009-Q3-Webinar-Email Reminder”. Both of these campaigns include the Status "No Response-2nd Email".
Whitney can work with her SFDC admin to create a workflow email alert to auto-email anyone that is added to the campaign. However, we only want those that haven’t registered for the webinar to receive this second email. With Summer ’09, it’s now easy to auto-email campaign members with a workflow email alert, regardless of whether they are a lead or contact!
We’ll walk through the key steps to set up this multi-campaign automation:
1) Create the time–dependent workflow rule, which delays the action by seven days
2) Create an after update trigger, which clones this campaign member to the “Reminder Email” campaign when the workflow fires
3) Create a workflow email alert, which auto-emails campaign members added to the “Reminder Email” campaignStep 1: Workflow rule fires seven days after first email sent
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Track Campaign RSVP's with Campaign Member Triggers (Summer '09 part 1)
May 28, 2009With the Summer ’09 release, there are some major improvements to Campaign Members! Over the next month we’ll do our best to give a few examples of how to take advantage of these improvements.
To help make it more real, we’ll follow Whitney, a marketing manager who is responsible for putting together a webinar for her company TechCo. We’ll break this down into several parts:
1) Creating a basic trigger to keep a quick count of the # RSVP’s
2) Using workflow & triggers to auto-email non-respondents 7 days later
3) Using Salesforce Sites for event registration landing pages
4) Using campaign member custom fields to prioritize responses from the webinar
5) Using campaign member custom fields & reports for offer management across campaigns
Create Campaign Custom Field
We join Whitney after she’s sent out a blast to invite, and wants to create an RSVP counter on the Webinar campaign. First, she creates a number custom field on Campaign with a label of “# RSVP Yes” and a field name of “RSVP_Yes”.
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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!
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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.
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