The campaign member object in Salesforce represents the association between a campaign and a lead or a contact. While some standard lead and contact fields are available for the campaign member object, if you want to view or pull a report for custom fields, you will need to create a new field. This post will show you how to create a formula field on the campaign member object that will pull in the custom field value for a lead or a contact.
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader. Now, thanks to one of the Summer ’20 updates, you can easily automate this process using only Salesforce Flow. In this post, I’ll show you how to use Salesforce Flow to create campaign member statuses automatically based on campaign type.
Already have lead scoring set up and want to take it a step further? Lead scores can be summarized for all related Leads and Contacts on the Account with some help from an App from the Salesforce App Exchange. You can then create reports in Salesforce, lists, and triggers within your marketing platform to target these Accounts based on the Account Score.
Want to be able to report on how many marketing touchpoints have occurred your leads and contacts? With some help from an App from the Salesforce App Exchange, you can rollup the number of marketing campaigns a lead has responded to with a couple of clicks.
Bulk creating campaigns in Salesforce is a great way to plan your marketing initiatives for the month or the quarter. You can upload your campaign targets as custom fields, set your estimated pipeline, and create Salesforce reports for visibility into your marketing campaigns. Uploading campaigns in Salesforce can be done using Salesforce Data loader. All you need to do is prep your CSV file and upload it into Salesforce.
As a Marketing Operations Manager, one of my responsibilities is managing Outreach.io for the sales development team and the marketing team. Our marketing team runs a ton of trade shows and webinars, all of which need to be followed up by one of our SDRs efficiently in Outreach. Part of post-event follow up includes creating sequences that give the salesperson the freedom to personalize touchpoints on their own and identifying the prospects that need follow up. Let’s dive into how to set this up in Outreach and some tips for a successful event follow-up.
Salesforce campaigns can help you track each of your marketing initiatives in detail. These can include online advertisements, emails, or more specialized marketing events such as demos and tradeshows. You can use campaigns to analyze how many leads you are generating, how much pipeline you are building, and how many deals are closing as a result of your marketing efforts. However, in order to track and analyze your campaigns effectively, you need to have an organizational structure in place. Whether you are setting up campaigns for the first time or looking for a way to get more out of campaigns, here are 7 tips to help you get started with your campaign organization.
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.
Part of my role as a Marketing Operations Manager is to manage the lead assignment process within Salesforce for our 25+ Sales Development Representatives from around the world. A crucial piece to our success is getting the leads to the right person without any delay and ensure a smooth handoff from marketing to sales. In this post, I will walk you through exactly how I manage the lead assignment and lead reassignment process within Salesforce and share some lessons learned along the way
