The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.
What should the consultant do?
A.
Create a custom lookup field, "Related Campaign" on the Campaign object.
B.
Suggest consolidating at least one of the Campaigns so that it is within the Campaign Hierarchy limit.
C.
Create a Campaign Hierarchy with the parent Campaign record as, "Friends of the Organization"
To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:
Create Parent Campaign:
Create the top-level parent Campaign called "Friends of the Organization".
Create Sub-Campaigns:
Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.
Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.
Configure Campaign Hierarchy Settings:
Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.
Track Campaign Performance:
Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.
Analyze metrics such as total donations, engagement, and conversion rates at each level.
By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit