Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Campaign Hierarchy

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Create a Campaign Hierarchy

            To organize campaigns and link them together, you can associate them with parent and child relationships in a campaign hierarchy. When you run reports, metrics from the child campaigns roll up to the parent.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view campaigns: Read on campaigns
            To view campaign hierarchies:

            Read on campaigns

            AND

            Read on the Parent Campaign field on campaigns
            To add, edit, or delete hierarchy columns: Modify All Data

            You can create a robust hierarchy up to five levels deep.

            1. Create or open the campaign record of a campaign that you want to use as a child.
            2. In the Parent Campaign field, select the campaign to use as the parent.
              Campaign fields show Parent Campaign field dropdown with cursor over Email Marketing.
            3. To see where in the hierarchy a campaign appears, open the campaign record and click View Campaign Hierarchy.
            Example
            Example

            Christo wants to track his team’s email marketing efforts, so he creates the top-level campaign called Email Marketing. To organize his product communications, he creates several campaigns to use as parents: Product Newsletter, All New Widgets, and Protect Your Purchase. He also creates quarterly campaigns for new products and separate campaigns to promote service contracts. Each time he creates a new quarterly campaign, he adds the correct parent campaign.

            For his campaign hierarchy, he makes Product Newsletter the parent campaign for All New Widgets and Protect Your Purchase. When he’s done, his hierarchy looks like this.

            Campaign Hierarchy screen shows 4 levels, including Product Newsletter, All New Widgets, and Protect Your Purchase. Additional parents and children round out the hierarchy.

            See Also

             
            Loading
            Salesforce Help | Article