Campaigns are a great feature of Salesforce that can help Marketing teams measure results and grow revenue. But they can also seem a bit confusing and daunting - What should and shouldn't be entered as a Campaign? How should they be structured? What are the pitfalls? Blakely Graham from Bracket Labs leads you through the intricacies of Campaigns as well as offers her top 5 tips to get the most from the feature. There will also be plenty of opportunity for Q & A.

1. Campaigns
Your Marketing Chocolate is in my Salesforce Peanut Butter

2. Marketing
Salesforce

3. Who is Bracket Labs?
‣ About Us
- Boulder, CO startup focused on building
awesome apps
- Deep experience with salesforce.com
(10+ years) and social web
‣ Key AppExchange Facts
- Salesforce Partner since 2010
- Two apps currently listed
- Key customers: Ariba, Underwriter
Labs, Kelly Services, EMC and
Salesforce Foundation
- AppQuest 2010 & 2011 semifinalist

4. TOP 5 TIPS

5. What are Campaigns?
Email Social Media SEM Snail Mail Call

6. What are Campaigns?
Tradeshow
Live Networking Thank You
Email Google Speaking
conference Reception Email
announcement Adwords engagement
tweeting
to prospects promoting
#hashtag
event

7. What are Campaigns?
Press releases Commercials
Brand awareness
Website overhaul
Speaking
engagements
Social conversation

9. What does Salesforce say?
“A marketing tactic (or series of tactics) that
are designed to achieve specific goals such as
increased revenue, leads, adoption, etc.”

10. 5 Tips for getting the most from Campaigns

11. 1. Simplify your naming convention!
Structure
Channel.Product.CampaignType.CampaignName.Date.ExtraInfo
Example
Consumer.AlarmClock.Magazine.ElectronicsMonthly.AprilEdition.041510.FullPageAd

12. 1. Simplify your naming convention!
Date Grouping
+ Campaign Name
Category Grouping

13. 1. Simplify your naming convention!
lock.
nsume r.AlarmC
Co tronics
Magazi ne.Elec
ly.AprilE dition.
Month
510.Ful lPageAd
041

14. 1. Simplify your naming convention!
onthly
- Elec tronics M
FY12Q2

15. 2. Parent-child hierarchy is your friend!

16. 2. Parent-child hierarchy is your friend!

17. 2. Parent-child hierarchy is your friend!

18. 3. Close the loop!

19. 3. Close the loop!

20. 3. Close the loop!

21. 4. Mine your website!

22. 4. Mine your website!

23. 4. Mine your website!

24. 4. Mine your website!

25. 4. Mine your website!

26. 4. Mine your website!

27. 5. Maintain your data!
Inactivate old or inactive Campaigns

28. 5. Maintain your data!
Create a few miscellaneous Campaigns

29. 5. Maintain your data!
Be consistent

30. 5. Maintain your data!
Manage “audit” views

31. 5. Maintain your data!
Know your limits

32. BONUS: When you need to track more costs
More Best Practices at bracketlabs.com/blog
Click on Campaigns 101 category!

34. Solve this with
Campaign Calendar
http://bit.ly/campcal
1. Planning Scheduling and calendaring of
campaigns

35. Complex multi-triggering events Mass email made easy
Free marketing extensions
2. Automation Complex multi-triggering events

36. Solve this with
TaskRay
http://bit.ly/taskray
3. Project Management Tracking of pre-production or
follow-up activities

37. Final words of wisdom
‣ Grow organically
- Automation is great, but feel the pain before you solve the problem
‣ Bridge sales and marketing
- Turn sales into your advocates for marketing dollars
‣ Focus on visibility and collaboration
- Make sure you can answer the “what’s Marketing up to?” question
with data
‣ Embrace Chatter
- Perfect for versions, proofs, etc.

38. Stay in touch
@blakelygraham or bracketlabs.com
http://bit.ly/campcal http://bit.ly/taskray
More Campaigns 101 at
http://bracketlabs.com/blog