Campaign managers associate a campaign with one marketing program to roll it up into the planning hierarchy. Its work then aligns with the program's goals and the broader company targets.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To associate a campaign with a program: |
Marketing Planning and Operations Leader permission set group OR Marketing Planning and Operations Specialist permission set group |
When you associate a campaign with a marketing program, the campaign rolls up into the planning hierarchy under that program. Its goals and results then contribute to the program's goals and to the broader company targets. A campaign relates to one program at a time.
- On a campaign, click Associate with Program from the highlights panel.
- Select the marketing hierarchy group that contains the program that you want to associate.
- Select the marketing program to associate with the campaign.
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Save your changes.
The campaign links to the program and rolls up in the planning hierarchy.
To change the program later, use the Associate with Program quick action again.