Category Archives: Salesforce Campaigns

Create Campaign Member Statuses Automatically with Salesforce Flow

Share this article...Salesforce campaign member statuses are hugely important but are often overlooked, or not used properly. The breakdown of which prospects are…
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7 Tips for Working With Salesforce Campaign Member Status

Share this article...All Campaign Members in Salesforce have a “status” which describes the level of engagement the individual has had with the Campaign.…
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Salesforce and Pardot Naming Conventions Best Practices

When your organization is implementing systems like Salesforce and Pardot, they are likely focused on the automation features that will soon be making…
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Tips for Organizing Your Salesforce Campaign Hierarchy

Share this article...Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure. The Salesforce…
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How to Attribute UTM Parameters to Salesforce Campaigns

Share this article...Monitoring marketing channel performance in Salesforce (and Pardot) by each campaign is a challenge – and it’s even harder to determine…
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Salesforce Campaigns: 20+ Things You Should Know

Share this article...Salesforce Campaigns are an essential Salesforce object for marketers, acting as the central hub for campaign recipients, engagement, budget, and ROI.…
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Why Pardot Connected Campaigns are More Successful

Connected Campaigns Overview Connected campaigns were released in 2019 to solve one of the biggest annoyances between Pardot and Salesforce. Juggling completely separate…
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Creating the Perfect Pardot Campaign Structure

Setting up a Pardot campaign structure the first time can be a daunting task.  Why? Well, marketing initiatives are messy. As a marketer,…
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How to Create a Campaign in Salesforce

Share this article...A Salesforce Campaign tracks a Lead or Contact’s engagement with a marketing or outreach initiative you are running. This way, when…
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Complete Guide to Salesforce Campaign Influence

Share this article...Salesforce Campaign Influence is how Salesforce Opportunities are associated with the Campaigns that helped generate them. It’s all about joining the…
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