Campaign Management Implementation Guide

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Setting Up Campaign Influence

Because opportunities are usually influenced by more than one campaign, you have the option to automatically associate multiple influential campaigns to a single opportunity. If you don’t enable automatic association, users must manually add, edit, or delete influential campaigns in the Campaign Influence related list.

To set up automatic association for campaign influence:
  1. From Setup, click Customize | Campaigns | Campaign Influence.
  2. Select Enabled.
  3. In the Campaign Influence Time Frame field, optionally specify the maximum number of days between the campaign first associated date and the opportunity created date.

    Campaigns associated to a contact prior to this time frame will not be considered influential. The maximum campaign influence time frame is 9,999 days. If you do not want to specify a campaign influence time frame, leave the Campaign Influence Time Frame field blank.

    Note

  4. Optionally, define additional filter criteria that must be met in order for a campaign to be automatically associated.
  5. Click Save.

Campaigns will be automatically added to the Campaign Influence related list on opportunities when they meet the criteria you specified.