One of the most basic questions most marketers have is: “How are my campaigns performing?” If you’re a Salesforce.com (SFDC) user, it’s really easy to create this report. The challenge for many organizations comes from not truly understanding campaign responses. In an earlier post, Leads vs. Responses 101, I discussed how to ensure that you are capturing all of your campaign responses in SFDC. Now that you feel confident that all of your campaign responses are recorded in SFDC, let’s turn to the report.
We are going to create a matrix report that shows campaign performance for the current fiscal year by month. The report will show the total number of responses (Member First Responded Date) for each active campaign by month. Once you get the basic report created, you can modify it to look at different date ranges, or group it by different campaign parameters (see post Report of the Day: Campaign Performance Summary Part II for more information).
To create this report, go to the SFDC Reports module and follow these steps:
– Click create New Report
– Select Campaigns from the LH navigation menu
– Select Campaigns with Members
– Type in the name of your report and click Save and Return to Report
You’re all set! You have created a Campaign Performance Summary report – congratulations!
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