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Campaigns FAQ
Find answers to frequently asked questions about campaigns.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Can I use list email or mass email for my email campaigns?
List email and mass email are designed for small-scale sales campaigns and basic marketing emails. - How do I add contacts and leads to campaigns?
Your company’s campaigns typically target existing customers (contacts) and prospective customers (leads). You can associate contacts and leads with campaigns as campaign members. - How can I calculate the ROI for my campaigns?
The Campaign ROI Analysis Report is on the Reports tab in the Campaign Reports folder. It calculates your campaigns' performance by return on investment (ROI) and average cost. - How can I track which opportunities resulted from campaigns?
One key benefit of campaigns is the ability to track how much business a campaign generated. The Opportunities related list on a campaign shows every opportunity that’s linked to that campaign. You can also run the Campaign Revenue report to track which opportunities are linked to your campaigns. - How is Campaign influence different from ROI reports?
Campaign influence tracks pipeline and revenue for multiple campaigns, and ties all campaigns of a contact role to that opportunity for pipeline and ROI reporting. It's helpful for longer deal cycles when more than one campaign contributes to a closed deal or a converted lead. - Who has access to Campaigns?
Depending on your sharing settings, users in your org can view campaigns, view the advanced campaign setup, or run campaign reports. However, only designated marketing users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
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