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venkateswarlu yanamalavenkateswarlu yanamala 

how to create a compaigns

Malika Pathak 9Malika Pathak 9

Hi venkateswarlu,

Find the below link

https://www.dummies.com/software/crm-software/salesforce/create-campaigns-salesforce/

if you find this helpful mark it as the best answer.

 
RthotaRthota
Hi Yanamala,

Follow the below steps to create a Campaign.

First things first you need to have the Marketing User checkbox checked on your User detail record.

Campaigns Overview
Available in: Professional, Enterprise, Unlimited, and Developer Editions
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 another 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.
Note
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.
  1. After signing into your SFDC account, go to the “Campaigns” tab. If it is not in your dashboard, you may need to click the “+” to take you to the “All Tabs” screen, where it will be in the alphabetical list.
  2. In the “Recent Campaigns” section, click “New” (small button, top of page).
  3. You will then be taken to the “Campaign Edit” screen, which allows you to change the fields and information within your campaign. You will need to fill in a description, the campaign status, the dates it will run, and any other required fields, which are custom-set by your company SFDC administrator. You can also fill in the “Other Information” section to keep track of estimated and actual costs associated with the campaign.
  4. Remember to check the “Active” box to activate your campaign, allowing other company users to see it. If you’re not ready to let other users view it, or want to come back to an old campaign and deactivate it, leave this box unchecked.
  5. When you’re done, be sure to hit “Save” on the top of the page.


If it helps please mark it as Best Answer so that others would take reference from it.


Thanks,
Rakesh Thota
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Suraj Tripathi 47Suraj Tripathi 47

Hi venkateswarlu,

go to the below link:


step01:  go to the campign tab.

step02:Recent Campaigns” section, click “New” .

step03:“Campaign Edit” and manage according to it.

go to the below link:

https://www.dummies.com/software/crm-software/salesforce/create-campaigns-salesforce/

 
 
 If you find your Solution then mark this as the best answer.


  Thank you!


  Regards,
  Suraj Tripathi 
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