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Hi Daniel,A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.The Campaigns tab displays a home page that lets you quickly locate and report on campaigns. You can also sort and filter campaigns using standard and custom list views. In addition, this tab lets you view and edit detailed information on campaigns.To manage campaigns, users must have the Marketing User checkbox selected on their personal information page, the appropriate user permissions, and sharing access to the campaign. Other users can only view campaigns and run campaign reports. See Who has access to campaigns?.In addition, campaigns cannot be disabled for your organization if campaigns are referenced in Apex. For more information, see Force.com Apex Code Overview.Managing campaigns in Salesforce involves the five major steps listed below. We recommend you follow these steps to make your marketing programs and post-campaign analysis more effective.See the Campaign Management Implementation Guide for additional information.Create the campaignAfter determining your marketing strategy, create a campaign to track your efforts. See Creating Campaigns.Create your target listNext define who you want to target with your campaign. The method used to create a target list depends on who you are targeting:Rented or Purchased Lists - Simply use the list of names as your target list. We recommend that you do not import the names into the system yet.Existing Contacts, Leads, or Person Account - Run a contact, lead, or person account report in Salesforce and use the Add to Campaign button to associate those records with your campaign. Alternatively, go to a list view of contacts or leads and use the Add to Campaign button to associate those records with your campaign. Note that person accounts are included in contact list views and can be added to campaigns from them. See Managing Campaign Members.Execute the campaignAll campaign execution occurs outside of Salesforce. It can be online or offline, for example:Online - Send email using an email execution vendor.Offline - Plan and host a conference; run print or radio advertisements; send direct mail pieces; or host a Web seminar.Track responsesThe possible types of campaign responses can be divided into the following groups based on the response tracking mechanism:Website Response - Prospects respond by filling in a form on your website. Use Web-to-Lead to set up a jump page or microsite for the campaign. All responses are created as leads, and if the Web form includes the Campaign field value, the leads are directly associated to the campaign. You can also include the Member Status field in the form to automatically mark all submissions with a particular member status. See Capturing Web Leads.Manual Update - Customers and prospects respond via phone or mail. A sales or marketing team member can manually update the Campaign History for the lead, contact, or person account. See Adding, Editing, or Cloning Individual Campaign Members.Mass Update/Offline Response - The third type of response is any response that you track in an offline list, for example, trade show attendance or email responses from your email vendor. In Salesforce, use the Manage Members page to update the member status of leads, contacts, or person accounts that have been associated with your campaign. See Editing Multiple Campaign Members. Alternatively, import the offline list into Salesforce via the Campaign Import Wizards. See Importing Campaign Members.Analyze campaign effectivenessThe final step is to analyze the effectiveness of the campaign using reports and campaign statistics. See Displaying and Editing Campaigns for information on calculating statistics. See also Campaign Reports.RegardsRoshni
