This lecture covers the different ways you can add people to a Campaign. We cover adding leads to a Campaign individually. We also cover mass-adding campaign members via a .csv file, which is very helpful when you receive lead lists after hosting a booth at a conference or tradeshow, for example.
I also show you how to add a Lead to a Campaign when you first create the Lead record. This lecture also covers adding multiple Campaign Members via a List View. You can also add members to a campaign via a Lead Report, which is also demonstrated.
Check the Resources section of this lecture for the upload.csv file that I mention. You can use this file to upload sample lead records into your own Salesforce organization via the Data Import Wizard.
It's time to start executing campaigns. In this lecture we explore the lifecycle of campaigns and how to also add Contacts to Campaigns. Creating an Opportunity from a Campaign Member is also demonstrated.
This lecture covers the various ways you can update Campaign Member responses in Salesforce. You can track responses manually, or in bulk.
This lecture shows you how to enable Feed Tracking for the Campaign object, and specify which fields you want to track updates on. From there, we go into how to collaborate on Campaigns using Chatter.
