{"id":96,"date":"2014-02-15T19:33:42","date_gmt":"2014-02-15T19:33:42","guid":{"rendered":"http:\/\/139.59.23.56\/predictive3\/?page_id=96"},"modified":"2019-01-02T17:43:11","modified_gmt":"2019-01-02T17:43:11","slug":"create-campaign-in-salesforce","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=96","title":{"rendered":"Create a Campaign"},"content":{"rendered":"<p><a id=\"top\"><\/a>Use our <a title=\"Checklist: Create a Campaign\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3555\">Campaign Checklist<\/a>\u00a0or follow these steps to create your campaign in Salesforce Classic:<\/p>\n<p>Instructions in Lightning can be found <a href=\"https:\/\/help.predictiveresponse.com\/?page_id=4444\">here<\/a>.<\/p>\n<ol>\n<li><a href=\"#create%20a new campaign\">Create a new campaign<\/a><\/li>\n<li><a title=\"Create your Email Edition\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=32\">Use the Email Edition Wizard to create, test and send your email<\/a><\/li>\n<li><a title=\"Add Campaign Members\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3587\">Add members to the campaign<\/a><\/li>\n<\/ol>\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/GRUaiCGzJDY\" width=\"100%\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><br \/>\n<img loading=\"lazy\" class=\"alignnone size-full wp-image-3594\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/create1.png\" alt=\"create1\" width=\"577\" height=\"300\" \/><\/p>\n<h6 style=\"text-align: right;\"><a href=\"#top\">Back to Top<\/a><\/h6>\n<h1><a id=\"create a new campaign\"><\/a>Create a new campaign<\/h1>\n<p>Open the Campaign Tab in Salesforce and click the New button.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2550 size-full\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/new.gif\" alt=\"\" width=\"1041\" height=\"267\" \/><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-2489\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Important.png\" alt=\"Important\" width=\"25\" height=\"25\" \/>\u00a0<strong>Important<\/strong>: The fields noted below are required when using the Adaptive Mailer for campaign management.<\/p>\n<ul>\n<li>Campaign Name<\/li>\n<li>Active<\/li>\n<li>Email Type: The types supported by the Adaptive Mailer are:<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" class=\"alignnone size-full wp-image-2475\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/12\/Reference.png\" alt=\"Reference\" width=\"25\" height=\"25\" \/>\u00a0Adaptive<\/strong>: This type will send follow-up emails (automatically) depending on the action each member takes. <a title=\"Adaptive Campaigns\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=91\">Click here for more information<\/a>.<br \/>\n<strong><img loading=\"lazy\" class=\"alignnone size-full wp-image-2475\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/12\/Reference.png\" alt=\"Reference\" width=\"25\" height=\"25\" \/>\u00a0<\/strong><strong>Scheduled<\/strong>: Each email is created with a valid date range and will only be sent within that range. <a title=\"Scheduled Campaigns\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=87\">Click here for more information<\/a>.<br \/>\n<strong><img loading=\"lazy\" class=\"alignnone size-full wp-image-2475\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/12\/Reference.png\" alt=\"Reference\" width=\"25\" height=\"25\" \/>\u00a0<\/strong><strong>Drip<\/strong>: This type will send each email to the members after the defined number of days. It can also be used for a one-off email blast.<a title=\"Drip Campaigns\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=89\"> Click here for more information<\/a>.<\/p>\n<ul style=\"font-size: 1rem;\">\n<li style=\"list-style-type: none;\">\n<ul style=\"font-size: 1rem;\">\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Campaign start and end dates &#8211; these dates will control how long your campaign is active and therefore how long emails can be sent from the campaign. Be sure to allow enough time for all emails to be sent.<img loading=\"lazy\" class=\"alignnone wp-image-2551 size-full\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/campaign.gif\" alt=\"\" width=\"1600\" height=\"402\" \/><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2489 size-full\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Important.png\" alt=\"Important\" width=\"25\" height=\"25\" \/>\u00a0<strong>Important<\/strong>: The Active check box is required to activate your campaign and send emails. The box can be checked when you create the campaign or right before you wish to start sending your emails.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-634 size-full\" style=\"line-height: 1.714285714; font-size: 1rem;\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\" alt=\"info1\" width=\"25\" height=\"25\" \/>\u00a0<strong style=\"line-height: 1.714285714; font-size: 1rem;\">Reference<\/strong><span style=\"line-height: 1.714285714; font-size: 1rem;\">: Additional options are available for the campaign in the Predictive section on your campaign page, <\/span><a style=\"line-height: 1.714285714; font-size: 1rem;\" title=\"Predictive Button\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1271\">click here for more information.<\/a><\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2489 size-full\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Important.png\" alt=\"Important\" width=\"25\" height=\"25\" \/>\u00a0<strong>Important<\/strong>: Contact your Salesforce administrator if one or more of the following occur:<\/p>\n<ul style=\"font-size: 1rem;\">\n<li style=\"list-style-type: none;\">\n<ul style=\"font-size: 1rem;\">\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>You do not see the New button from the Campaign tab view<\/li>\n<li>You do not see the Predictive supported campaign types in the drop down list<\/li>\n<li>You can only see <span style=\"text-decoration: underline;\">your<\/span> active campaigns from the Campaign tab<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h6 style=\"text-align: right;\"><a href=\"#top\">Back to Top<\/a><\/h6>\n<h6 style=\"text-align: right;\"><\/h6>\n","protected":false},"excerpt":{"rendered":"<p>Use our Campaign Checklist\u00a0or follow these steps to create your campaign in Salesforce Classic: Instructions in Lightning can be found here. Create a new campaign Use the Email Edition Wizard to create, test and send your email Add members to the campaign Back to Top Create a new campaign Open the Campaign Tab in Salesforce [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1054,"menu_order":22,"comment_status":"open","ping_status":"open","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/96"}],"collection":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=96"}],"version-history":[{"count":75,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/96\/revisions"}],"predecessor-version":[{"id":6131,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/96\/revisions\/6131"}],"up":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/1054"}],"wp:attachment":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=96"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}