Admins and marketing users can create Account Engagement campaigns to track and report
on prospects. If you’re using Connected Campaigns, users can only create Salesforce
campaigns.
Required Editions
| User Permissions Needed |
| To create Account Engagement campaigns: |
Account Engagement Administrator or Marketing
role
|
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Open the Account Engagement Campaigns page.
- In Account Engagement, select Marketing and then
Campaigns.
- In the Lightning app, select Account Engagement Campaigns.
This tab isn’t visible by default—an admin must add it.
-
Click + Add Campaign.
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Name the campaign.
-
To track ROI, enter a cost for the campaign.
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To organize campaigns, add tags.
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To filter reports by current or archived campaigns, choose an archive date. A campaign is
considered active until its archived date.
-
Click Create Campaign.
To track pages on your website, you can use a new campaign’s unique tracking code.
