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A
Anonymous
June 11, 2014
Question

Sales Insights campaigns

  • June 11, 2014
  • 3 replies
  • 1317 views
I'm setting up 4 campaigns for our sales team to use through Sales Insight (two white papers, one data sheet, one eBook).  I have each of the campaigns in one program.  My question is, do I sync the one program to SFDC?  Or do i move each campaign into its own program and sync each program with a SFDC campaign?  Thanks.
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3 replies

Josh_Hill13
Josh_Hill13
Level 10
June 11, 2014
If each campaign has a separate item, I would keep them  in separate Programs and SFDC Campaigns. 

Make sure your SI campaign is set to react to Sales Insight.
Dory_Viscoglio
Dory_Viscoglio
Level 10
June 11, 2014

Sherin, either of those methods could work, it's really dependent upon how your sales team would like to see the campaigns.

If you have them as separate SFDC campaigns, then they'll also be listed individually in the campaign history. I would be sure to use milestones for the best visibility in the Interesting Moments section of Sales Insight.

A
Anonymous
June 11, 2014
Perfect.  Thanks for the quick responses.
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