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Market to Your Customers with Account Engagement
Create an Account Engagement Campaign

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Create an Account Engagement Campaign

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
  1. 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.
  2. Click + Add Campaign.
  3. Name the campaign.
  4. To track ROI, enter a cost for the campaign.
  5. To organize campaigns, add tags.
  6. To filter reports by current or archived campaigns, choose an archive date. A campaign is considered active until its archived date.
  7. Click Create Campaign.

To track pages on your website, you can use a new campaign’s unique tracking code.

See Also

 
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