Campaign Naming Conventions

Create Campaign

• Clone
• Create from Scratch

In our Salesforce environment, we already have thousands of Campaigns. For that reason, it is most common for eComm specialists to clone an existing Campaign. Note that a cloned Campaign does not clone the members of that Campaign or the shared settings.

• Navigate to the Campaign
  • You could search for the Campaign with the Global search at the top
  • You could navigate to the Campaigns tab if you recently viewed the Campaign

• Modify the name of the Campaign
• By default:
  • Type=Email
  • Active=Checked
  • Status=Planned
• Click the blue Save button

• Select Campaign in the top navigation
• Click New in the top right corner

• Generic Campaign is set by default.
• Slect the blue Next button in the bottom right

• Enter the Campaign Name
• Click Active checkbox
• Select Campaign Type 
  • Email | Use this type when you plan to send an email to this group.
  • Other | Use this type for campaigns you do not plan to email.
• Add additional information to the Campaign, like Description and Start/End date.
• Select Save, the blue button in the bottom right

Share Campaign

There are two ways to share a Campaign:

• Share Campaign (new)
• Share Campaign (old)

• Once a Campaign exists, click the Sharing button in the top right

• In the pop-up, it defaults to Users. Click the down arrow with the image of a person to select Public Groups in the dropdown.

• Search for the name of the Public Group. Click the Public Group name once it appears.

• Confirm the Public Group (or Users) selected are correct. Click the blue Save button.

• Click the down arrow next to Clone. Select Sharing in the dropdown.

• Chose the Add New Permission tab
• Search the Public Group or Individual name
• Grant Read access

When a list is provided, there is no telling the quality of the data provided. Lists require varying amounts of 'cleanup' that is best done before processing the list. Failure to 'cleanup' a list can cause technical issues when adding Campaigns Members in bulk with Apsona and/or make the process more fragmented and cumbersome for you.

Manage Campaign Members Individually

eComm specialists can add & remove Campaign Members individually. Users can also add and remove Campaign Members and should be encouraged to do so. It's a great way to empower users to manage their audience after being created initially.

• Walk through a test scenario (Campaign 1) by following along with the video above (0:00-1:55). Do not be shy about adding random folks to this Campaign and removing them to practice.

Add Campaign Members in Bulk

It's most common for eComm specialists to add Campaign Members in bulk via Apsona.

• Walk through a test scenario of matching on a single data point (Campaign 2) by following along with the video above (1:56-6:55). Complete the same process for the remaining tabs (Campaign 3-7).
• Walk through a test scenario of matching on numerous data points (Campaign 8) by following along with the video above (6:56-13:39). Then complete the same process for the remaining tab (Campaign 9).

Add New Contacts

Unable to find a contact in Salesforce to add to a Campaign? When this occurs, the Contact needs to be created first. eComm specialist can create new contacts in bulk with an upload process via Apsona or individually with the same process users leverage. Once the Contact(s) exists, use Apsona to add the Campaign Members to the Campaign (above).

• Walk through a test scenario (Campaign 10) by following along with the video above (13:40-19:41). Then complete the same process for the remaining tab (Campaign 11).

The following session took place in Nov. 2023 as a refresher for existing eComm specialists.