Campaigns In Salesforce » Week 2 » Lead Management In Salesforce

Q: What is an example of a campaign?

t Remember that a campaign is a marketing effort that aims to accomplish a business goal and typically runs for a set amount of time. Here are a couple of examples of campaigns: <ul> <li> An email campaign to inform customers about an upcoming sale through a series of emails. </li> <li> A social media campaign to build brand awareness through ads on platforms like Facebook. </li> </ul>

Q: Fill in the blank: A Salesforce object that stores data specific to marketing efforts that aim to accomplish a business goal and typically run for a set amount of time is called a ______________.

Yes! The Campaigns object, like the Leads object, is a standard object in Salesforce where information about campaigns (i.e., marketing efforts that aim to accomplish a business goal and typically run for a set amount of time) is stored. Remember that a standard object is a pre-built object within Salesforce.

Q: Imagine a new lead, Kate Doe, just joined the Fall Web Landing Page campaign. It’s the marketing associate’s job to: (Select all that apply)

Yes! After adding Kate as a new lead and associating her with a campaign, the marketing associate can then update Kate’s member status.

Q: Which of the following are benefits of associating leads with a campaign? Select all that apply.

Yes! By associating leads with a campaign, anyone who looks at the data in Salesforce will be able to understand where this lead originated from.

Q: How would a marketing associate most efficiently create a task for a campaign?

Yes! Tasks are a great way to ensure that you follow up on responsibilities related to a specific campaign.

Q: When should a marketing associate update a response status?

Yes! Updating response statuses is critical to have the most accurate information possible before handing your leads off to the sales team. You can do this in Salesforce by selecting the leads, select Update Status, then change the status.