Tips For Organizing Campaign Hierarchy in Salesforce

Tips For Organizing Campaign Hierarchy in Salesforce

11May

Tips For Organizing Campaign Hierarchy in Salesforce

May 11, 2020in Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud

There are lots of recommenfded campaign hierarchy structures. Here are Tips For Organizing Campaign Hierarchy in Salesforce.

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Link Related Campaigns

Campaign Hierarchies: Link related campaigns by creating “child” campaigns under “parent” campaigns to enhance organization and reporting.

Use Campaign Record Types

Different Record Types: Track various marketing efforts with specific record types, such as email campaigns or events.

Develop a Naming Convention

Consistent Naming: Implement a naming convention to make campaigns easily identifiable, describing variables, data elements, and logic clearly. We cannot stress enough how important this is.

Use Three Levels

Three-Level Structure: Maintain simplicity and detailed data by using a three-level hierarchy (e.g., grandparent, parent, child or solution/product, asset, promotional channel).

Additional Tips

Hierarchy Maintenance: Regularly maintain your campaign hierarchy.
Campaign Roll-up Reporting: Consider how data will roll up for comprehensive reporting.
Skinny Naming Conventions: Keep naming conventions concise.
Campaign Level Picklist: Utilize a picklist to define campaign levels.
Customize View: Adjust the campaign hierarchy view to suit your needs.

Advantages of Setting Up a Campaign Hierarchy

Enhanced Organization: Link related campaigns for a structured overview.
Improved Reporting: Facilitate detailed and aggregated reporting.

Tips For Organizing Campaign Hierarchy in Salesforce

Three-Level Hierarchy:
- Example Structures: Grandparent, parent, child or solution/product, asset, promotional channel.
- Simplicity and Granularity: This structure balances simplicity for foundational reporting and granularity for detailed insights.

Common Number of Levels in a Campaign Hierarchy

Three Levels: A typical structure might include:
- Top Level: Marketing efforts for the entire year.
- Second Level: Quarterly campaigns.
- Third Level: Individual campaigns within each quarter.

Creating a Campaign Hierarchy in Salesforce

Create/Open Campaign Record: Open the campaign record you want as a child.
Select Parent Campaign: In the Parent Campaign field, choose the parent campaign.
View Hierarchy: Open the campaign record and click “View Campaign Hierarchy” to see its position.

Sorting Campaign Members in Salesforce

Navigate to Campaigns: Click Campaigns in the top toolbar.
Select a Campaign: Choose a campaign to view its members.
Edit Sort Order: Click Edit next to a campaign member, enter a value for Sort Order, and save.
Repeat: Perform these steps for other campaign members as needed.

Currency Settings in Campaign Hierarchies

Same Currency Setting: Ensure all campaigns within a hierarchy have the same currency setting to avoid errors. Edit the currency in the CSV file or parent campaign if needed.

Information Visible in a Campaign Hierarchy

Campaign Members: View all members within the hierarchy, organized by different levels.

Best Practices for Defining Campaign Member Statuses

Automated Status Updates:
- Flow Triggers: Create a Flow to update statuses based on campaign type or criteria when a campaign member record is created or updated.
- Apex Triggers: Use Apex triggers for automatic updates based on complex business logic or custom objects.

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