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Re: Parent / Child lead management

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Hi Shane,

 

I've done a lot with Parent / Child campaigns in SFDC.  One thing we did was set up in the type pull down menu "Tactic".

 

Each Business Unit had a global parent campaign - under which the regions would set up their own campaigns.  It would look something like this:

 

Parent Campaign Name: Product A 2014

Campaign Name: Product A 2014_Campaign Name_Region_Quarter

Parent Campaign Name: Product B 2014

Campaign Name: Product B 2014_Campaign Name_Region_Quarter

 

To associate tactics (email, social, advertising, etc.) we first created a taxonomy:

Email = Email

Advertising Online = AdvO

Advertising Social = AdvS

Telemarketing = Tele

 

You get the idea.

 

To associate the tactics to the campaigns you have to make the campaign name the parent campaign (this is where it can seem confusing):

 

Parent Campaign Name: Product A 2014_Campaign Name_Region_Quarter

Campaign Name: Product A 2014_Campaign Name_Tactic_Email_Region_Quarter

 

I'm happy to share more detailed examples of campaigns with up to 15+ tactics as well as our taxonomy.

 

Regards,

 

Marie


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