Creating a New Campaign in Salesforce | Scribe

    Creating a New Campaign in Salesforce

    • |
    • 13 steps |
    • 27 seconds
    1
    Click "Campaigns"
    2
    Click "New" *Note: you must be a Marketing User with the correct permissions to create and manage campaigns.*
    3
    Click the "Campaign Name\*" field and name your campaign.
    4
    Select the Type of campaign.
    5
    Click the "Active" field.
    6
    Click the "Start Date" field.
    7
    Click the "End Date" field.
    8
    Click "Save"
    9
    Click "Related"
    10
    Click "Add Contacts"
    11
    Here you can add Leads or Contacts to the campaign.
    12
    Click "Next"
    13
    Click "Submit"