Share this article…Salesforce campaigns are a powerful tool which you can use to facilitate the organization and reporting of your marketing (or other) initiatives. They can be used to record strategies, like events, with default fields allowing you to track dates, budget, and more. Campaigns are… Read More …
Here are highlights from article Best Practices for Salesforce Child Campaigns and Pardot (Account Engagement) | Salesforce Ben
1. Parent vs. Child Campaigns in Salesforce
– Campaign hierarchy allows grouping and reporting on campaigns
– Child campaigns are created by linking to a parent campaign
– Important for reporting and automating processes in Account Engagement (Pardot)
2. When to Use Child Campaigns
– Use when you want to highlight different information across similar campaign records
– Examples: running webinars at different times, initiatives on different social channels, events in different locations, campaigns with the same audience but different content
3. Benefits of Using Child Campaigns
– Adjust start and end times for different campaigns while still reporting on overall performance
– Allows grouping and reporting on specific metrics in Account Engagement (Pardot)
4. When Not to Use Child Campaigns
– Not suitable for reflecting different responses (better suited for campaign member statuses)
– Not necessary for creating a separate campaign for each staff member (consider using record ownership or tasks allocation)
5. Considerations for Implementing and Using Child Campaigns
– Define campaign hierarchy based on organizational needs
– Connect Salesforce campaigns to Account Engagement to unlock powerful reporting functionality
– Use naming conventions and fields to track and report on child campaigns
You can read it here: https://sfdc.blog/pSMJM
Source from salesforceben(dot)com