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5 Salesforce Campaign Tricks You Should Know About

5 Salesforce Campaign Tricks You Should Know About

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If you’re new to using Salesforce campaigns, then this blog post is the perfect starting point. Use these 5 tips to make your life easier as you dip your toe into using Salesforce campaigns.

Even seasoned Salesforce pros may find a gem they haven’t seen before.

Tip #1: View the unique count of records in a report

Want to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? The “show unique count” option within Salesforce reports can be enabled to view this information.

How it works

While editing a report in the report builder, find the column for which you want to count unique values.

  1. Click Show More | Show Unique Count.
  2. Click Save.

A count of unique values appears as a grand total for the whole report and as a subtotal for each group.

Show Unique Count

Each report support up to 3 unique counts.

Example: Campaigns with contacts report

This example shows the unique count of the accounts touched by a specific marketing campaign.

The report is using the “campaigns with contacts” report type and has a filter for campaign name equals (the virtual event campaign).

Example: Campaigns with contacts report

The unique count for account can be pulled by selecting the show unique count option for the account column.

show unique count option for the account column

Running the report allows you to see the total number of records (the number of contacts) and the unique account count (the number of accounts that were touched by the campaign).

total number of records and the unique account count

Tip #2: Add custom fields to campaign members

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.

How it works

Create a formula field on the campaign member object that will check if the campaign member is a Lead or a Contact and populate the field with the custom field value.

Navigate to the campaign member object within the object manager and create a new formula field.

create a new formula field
create a new formula field

If your lead and contact fields are picklists, use this syntax for the formula.

IF(ISBLANK(ContactId), TEXT(Lead.Status), TEXT(Contact.Status__c))

If your lead and contact fields are not picklists, use this syntax for the formula.

IF(ISBLANK(ContactId), Lead.Status, Contact.Status__c)

create a new formula field

Add the field to campaign member related list

You can add the new custom field to the campaign member related list by navigating to the campaign object in the campaign manager and selecting your page layout. Scroll to the campaign member related list and click on the wrench icon to select your fields.

Add the field to campaign member related list

Now the custom field displays in the related list for campaign members.

Now the custom field displays in the related list for campaign members

Tip #3: Create a campaigns calendar (without installing an app)

Did you know you can create a calendar based on any custom object in Salesforce – without using an app? Yes, this applies to the campaigns object as well. While there are a couple of limitations to using this feature, it’s a great way to get a view of all your campaigns in a campaign view without purchasing an app from the Salesforce App Exchange.

How it works

Search for “Calendar” in the App Launcher to find the calendar app.

Search for “Calendar” in the App Launcher

Under My Calendars, click on the gear icon to create a new calendar.

Create new calendar

Select the Campaign object from the drop-down and click next.

Give your calendar a name and select the start date (required) and the end date (optional). You can use the standard Salesforce campaign fields for the start date and end date, or you can select a custom field. For example, if you have a “go live” date field, you can use that as your start date instead.

Create new calendar - step 2

You also have the option to add a filter to your calendar. The filter has to be a list view using the campaign object. For example, if you want to have a separate campaign calendar for webinars only, this is what your list view would look like.

Filter campaigns by webinars only
add filter to calendar

Here’s what my calendar looks like:

finished calendar

Click on the gear icon next to your calendar name to change the colour of the campaigns displayed in the calendar.

change the color of campaigns displayed in the calendar

Hover over the campaign name within the calendar to view more information about the campaign.

view more information about the campaign
Limitations

There is one big limitation when it comes to using this feature… the calendar can not be made shareable without using the API. If you want to use this feature, each user will need to create their own calendar. With that being said, there is an idea open to allow sharing via the UI.

If you are looking for more robust calendar functionality, take a look at these apps on the Salesforce AppExchange.

Tip #4: How to automatically create campaign member status values

When a new campaign is created in Salesforce, there are two default member status values: “Sent” and “Responded”. For the majority of your campaigns, you will want to get more granular with your campaign member statuses than the default values. To do this, there are a couple of options:

Tip #5: Customize your campaign page

One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to your page.

How to customize your campaign page

To customize your campaign page, navigate to one of your Salesforce campaigns, click on the gear icon, and click on edit page. This will take you to the Lightning Page Builder.

Lightning Page Builder

Note: Editing the page will overwrite the existing page. You might want to create a new custom record page instead of overwriting an existing page.

Check out these 4 changes to make to your campaign page

Questions?

Send me a tweet @jennamolby, or contact the Sercante team for help.

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  • Jenna is a Marketing Operations leader with over 10 years of experience working with both enterprise organizations and start-ups. She started her career as a consultant, helping B2B and B2C clients get the most out of Marketo, Pardot, Marketing Cloud and Salesforce. She then moved in-house, working with B2B SaaS companies, helping them build their sales and marketing technology stacks and processes from scratch.

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