Creating campaigns

Campaigns are outbound marketing initiatives used by marketers. The reason campaigns are so important is that they are a primary means of obtaining leads and starting the sales cycle. You can look at campaigns as buckets that bring together leads, contacts, and opportunities.

Business use case

You are a marketing rep at XYZ Widgets. You have been tasked with delivering a webinar and you need to create the webinar campaign in Salesforce, as well as inviting attendees and tracking their progress. Let's see how this is done.

Creating a campaign

Let's take a look at how to create a campaign in Salesforce and go through the various fields to include when creating a campaign:

Go to the Campaigns tab to start the process, then click on New:

Figure 6.1: Option to create a new campaign from the Campaign tab

In the following screenshot, you can see part of the campaign creation screen:

Figure 6.2: Fields on the New Campaign creation screen

As you can see in the...