Admins and marketing users can create Account Engagement campaigns to track and report
on prospects. If you’re using Connected Campaigns, users can only create Salesforce
campaigns.
Required Editions
User Permissions Needed
To create Account Engagement campaigns:
Account Engagement Administrator or Marketing
role
Open the Account Engagement Campaigns page.
In Account Engagement, select Marketing and then
Campaigns.
In the Lightning app, select Account Engagement Campaigns.
This tab isn’t visible by default—an admin must add it.
Click + Add Campaign.
Name the campaign.
To track ROI, enter a cost for the campaign.
To organize campaigns, add tags.
To filter reports by current or archived campaigns, choose an archive date. A campaign is
considered active until its archived date.
Click Create Campaign.
To track pages on your website, you can use a new campaign’s unique tracking code.
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