Awesome.
Now that we have this list about what's a campaign and what all the various steps that we need to take
to run a successful campaign it's a time to jump into the technical aspects of it.
So go to a sales force level operation.
Now let's understand how to create a campaign in sales force.
So how do we do.
Go to the campaign tabs and create a new campaign.
But wait before you create a new campaign we should understand one concept here.
This campaign feature is not available by default.
This basically requires a feature license.
So how do we check that go to set up go to users go to the system administrator log in.
Basically I think you would have logged in that user.
So go to the sys admin user and here you should be able to see the marketing user.
It is basically a checkbox because this is a system administrator profile.
It is checked by default.
All right.
So this is basically a check box and that you can check it and use this checkbox is checked.
It means this user can access campaigns.
Basically this user can create and manage campaigns creating campaigns editing cameras deleting campaigns.
So this user is a marketing user.
So only if this marketing user checkboxes checked the user can access the campaign feature if it is
not checked the user cannot access campaigns but then they say that this is a marketing user checkbox.
This is just not a checkbox.
It is a feature license basically so it consumes a feature license.
So for every user that you make as a marketing user you consume a feature license.
And how do we check those information in company profile.
Go for company information.
Then you would have information about all the licenses.
Here you can see user licenses for emissions at licenses and feature licenses in feature licenses you
see this marketing user that does a feature license.
And as we already saw the system administrator user that is the user that I'm currently logged in.
We have already consumed the 1 license.
Right.
So that is why it chose that used to license this one.
And I have one more license that I can use.
All right.
So basically those marketing use that it consumes a feature license.
Awesome.
So the other thing or you can do this.
You would have created the other rules also in the developer Org so you can go to that user.
You can basically uncheck it and see if you are able to access campaigns.
You wouldn't be able to access campaigns and then you can check the checkbox again and see if you can
build it the access the campaigns.
You can pretty much test this on your own.
So this will feature license what it does is that feature license gives us the ability to create and
manage campaigns.
All right sounds good.
Perfect.
So and now that the license part is clear let's go ahead and create a new campaign.
So go to the campaign stab and click on the new button.
Let's create a new campaign.
First we need to give a campaign name the campaign name I should be a little meaningful.
You should be based on the product.
Art it can be based on the location.
However it should make some sense here.
I have given lost e mail com campaign for ABC product.
All right.
So this is the name of the campaign that I have given.
And then you make it active like this active.
Then you check this check box meaning that this campaign is active and you can add context or leads
only to these active campaigns.
If you uncheck this check box it means that the campaign is inactive and you can no longer ad leads
or contacts to inactive campaigns.
So let's make it active and then type time defines that type of campaign like whether it does an email
campaign or if it's a webinar for telemarketing fit some advertise men so what type of campaign it is
in our case it's emails.
So let me do emails from status a status like we can say what state is the campaign is whether it is
planned or in progress completed aborted.
OK.
Let's make it blend and this type feel and status feel you can add to your own values.
These are just user just the default values that you have.
But you can very much add or modify these values and then the start date and the end date you can mention
a star date you can mentioned an end date and then you can also fill in some of the other fields for
which you have some information because this campaign is already planned.
You may have some information on the expected revenue so Phil the expected revenue and you may also
have some information on the budgeted cost because you have already done the planning you know how much
you would spend for that gap campaign.
So just to fill in those fields have filled in the expected revenue and the budgeted cost.
And if you have information you can also pull in other information Aspen.
And once you are done that all the information given nice and proper description because this tells
you like why exactly I've created this campaign and what does the final objective of this campaign.
So give a complete description about including the location including the name including what all the
various strategies that you're using for the campaign so all possible details give it in the description
and finally save the campaign full effect.
We have created our first campaign record and sales force.
You can see the records here.
So this is how you create campaigns and sales force.