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          Create an Anchor Campaign in Marketing Intelligence

          Create an Anchor Campaign in Marketing Intelligence

          Group related campaigns to track performance as a single strategic initiative.

          Required Editions

          Available in: Enterprise, Performance, Unlimited and Developer Editions.
          User Permissions Needed
          To create an anchor campaign Marketing Intelligence Admin
          1. In Marketing Intelligence, from the Data Management tab, click Anchor Campaigns.
          2. Click New Anchor Campaign.
          3. Select the data space, name your anchor campaign, add a description, and then click Next.
          4. Select the method for including campaigns.
            • Filters automatically include campaigns based on defined rules.
            • Note
              Note Filters help refine your selection. However, anchors are created at the campaign level, and queries include all data tied to the parent Campaign ID.
            • Use Manual mode to select specific campaigns from a list. Set the date range.
          5. Set the date range.
          6. Add your campaigns.
            • To create a filter, select a dimension, select an operator, enter a value, and then click Apply.

              For example, create a filter to include campaigns automatically based on strategy. Select the Strategy Name dimension, set Contains as the operator, and enter a value of Lead Nurturing. This objective targets campaigns that engage and educate prospects over time to drive conversions.

            • In Manual mode, select the campaigns you want to include from the list.
          7. Customize the table columns. Click themanage column icon icon, search for the fields you want to view, and add them to the table.
          8. Save your changes.

          The Anchor Campaign appears in the Anchor Campaign table.

           
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          Salesforce Help | Article