Campaigns

Plan and create a campaign

Before you enter anything into Salesforce, plan your campaign. When you have identified the objectives and your plan, create a campaign in Salesforce - make sure to define the responses.

Create the target list

Create a target list for your campaign using reports.

Execute the campaign

Depending on what kind of campaign you are running, you will have to execute the campaign using an application other than Salesforce.

Track responses

Track the responses to the campaign and update everybody's responses in Salesforce.

Analyze the campaign effectiveness

Analyze the effectiveness of the campaign using the ROI report.

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