Campaign Overview

With the Marketing Automation feature, you can create, manage, and implement multi-channel marketing campaigns. Each marketing campaign can track individual campaign events in the form of email, direct mail, telephone marketing, print ads, or any channel you use.

You can also track the revenue and the lead acquisition generated by your marketing campaigns. Revenue is tracked through each campaign's lead source. When you associate a sales transaction with a lead source, that transaction is included in campaign return on investment (ROI), sales by lead source, and sales by keyword reports.

Leads, prospects, and customers generated by a marketing campaign have the campaign selected in the Lead Source field on their records. With this information, you can track the leads generated by campaigns on lead source analysis and leads by keyword reports.

For a list of tasks to complete before creating campaigns, see Setting Up Marketing.

When you are ready to create your campaign, see Campaign Checklist.

Related Topics

General Notices