3. Who Am I?... I’m Joshua Hoskins
Salesforce MVP, Senior Consultant & Community Leader
• Active in Salesforce Ecosystem since 2006
• Blog CRMified.com
• Process Engineering
• Implementation/Solution Delivery
• Data & Integrations Architect
• Cast Iron, Jitterbit, Dataloader
• Orlando Salesforce User Group Leader 2009-2012
• San Francisco Developer User Group Co-Lead
• Produced “Dreamforce To You!” 3 Years in a Row
• Operations Producer for Orlando’s PRIDE Weekend – 3 Years
• Contributed Salesforce Expertise to several Non-Profits Orgs
4. “Interactive” Agenda
Introductions
Salesforce Campaigns
– Terminology
– Preparation
– Setup & Configuration
– Standard Workflow
Non-Profit Phone Banking Case Study
Questions & Answer
5. Terminology
Campaigns – Collection of People
Campaign Members – Leads or Contacts in a Campaign
Campaign Member Status – Status of Campaign Member [duh!]
Responded – Campaign Member Status Response Indicator
6. Preparation
Defining Campaign Goals
– Lead Generation, Band Building, 360 Degree View
– Email, Direct Mail, Events, Seminar
Determining How to Target Campaigns
– Who & How
Categorizing Campaigns […]
– Group/Split Messaging
Tracking Campaign Responses
– Tracking is KEY!
Defining Campaign Access
– Configuration
7. Categorizing Campaigns
What specific types of campaigns do you run?
Do you want to see how campaign are influencing your
cash flow?
What type of advertisements do you run?
8. Tracking Responses
Key to tracking ROI/ROE!
Meaningful Statuses for each channel:
– Web Form, Phone, Personal Email, Registration/Conference
What type of advertisements do you run?
Leverage the “Campaign Update Wizard”
9. Put it all together….
Standard Campaign Workflow
1. Create a campaign in Salesforce
2. Create a list of individuals you'll target with the
campaign
3. Run the campaign either online or offline
4. Track responses to the campaign
5. Create reports to analyze campaign effectiveness
10. Show & Tell / Defining Campaign Access
Marketing User Checkbox
Creating a Campaign
Managing Statuses
Adding Campaign Members
Changing Campaign Member Statuses
Campaign/Member Custom Fields, Page Layouts
11. Case Study
Organization Summary & Landscape
Challenges for Non-Profit Marketing/Engagement
Landscape of the Solution
Screen Shots of Final Solution
Summary of End Result
18. How Marketing Works at Groundswell
Basic Definitions
Lead/Contact – Person being asked to Action.
Campaign – Marketing Initiative
Campaign Member – Lead/Contact within a specific campaign.
20. Phone Banking Process
1. Create Campaign
2. Add Campaign Members
3. Volunteer Views Information
4. Volunteer Makes Phone Call
5. Volunteer has a Conversation
– Set/Confirm Appointments
– Edit Contact Information
– Add Notes
6. Campaign Member is Updated
7. …Repeat…
36. Questions from the Singapore Non-Profit User Group
We’d like to start using Campaigns in Salesforce, How do we link
Opportunities to our Campaigns.
How, When & Why do I use Campaign / Campaign Member
Record Types.
How do I use campaigns to get more value?
37. How do you want to Leverage
Campaigns in your Organization?
Open Discussion
38. MVP Office Hours – This FRIDAY!
MVP Office Hours provides another channel for advanced
salesforce administrators to engage with community advocates
virtually via video conferencing to ask anything about
Salesforce.com. Whether you have a challenge you’ve been dying
to run by someone or want to have additional conversation around
the question you posted to Salesforce Answers this is the forum for
you to get real time feedback from subject matter experts.
Next Session Session:
Friday, May 10th, 2013
9:30am-10:30am PST
Session Capacity: 20 People
Proposed Session Frequency: Bi-weekly
How do you participate?
Register prior to the session then Simply join the Web
Conference using the URL below, VoIP will be enabled, if you
prefer to use the phone the dial in information will be displayed
after you join the session.
Registration Link: http://bit.ly/10mTpC8
• Defining Campaign Goals—Analyze your campaign goals.• Determining How to Target Campaigns—Analyze who you want to target with your campaigns.• Categorizing Campaigns— Categorize your campaigns so that you will have the relevant data for future campaign analysis.• Tracking Campaign Responses—Determine the different channels by which prospects will respond to your campaigns.• Defining Campaign Access—Decide who in your organization should have access to campaigns.
Organization Summary & LandscapeChallenge w/Use Cases for Non-Profit Marketing/Engagement Landscape of the Solution (Campaigns, Campaign Members, Visual Workflow, Force.com Sites w/Visualforce)Process Flows Screen Shots of Final SolutionSummary of End Result
One System / One View is Key – System of Record, Visibility is KeySystems Not being aligned to Business ProcessesScalability – Expending SFDC to fit all ProcessesReporting – How do you do reporting today?
Canvas = Door to Door
Dispo CM to Not Inte
Very High Level!
DELIVER POST MEETING
1. Have it in the whole ecosystem (we were operating on opportunities only). We need to figure out how to link leads to opportunities technically2. To know how to change Available Campaign Record Types (we only have volunteer ones now)3. learn what other functions can be used to manage campaigns better/ derive more value out of the campaign function