You can use Salesforce campaigns in a variety of businesses and marketing processes
throughout the marketing cycle. Campaigns help organize your marketing plan and assets. Plus,
when you set up your campaign records effectively, they contain valuable data that you can use
to optimize future efforts.
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Example
One way that Happy Homes LLC generates leads is by sharing white papers for first-time home
buyers and aspiring real estate investors. Its marketing manager, Kamal, creates two
campaigns: Whitepaper - First Timers and Whitepaper - New Investors, which roll up to the
parent campaign Whitepapers. When a buyer enters information in the web-to-lead form on the
Happy Homes website, the submission creates a lead record. The lead record can be added as a
campaign member with a status of Downloaded.
Over time, the two white papers get a lot of traffic. The sales team follows up on the
leads while Kamal reviews which audience segment is more engaged. Because he organizes his
campaigns by the Campaign Type field, he can also investigate how white papers stack up
against emails, webinars, and other marketing efforts.
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