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Campaign Lead Source Management
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08-28-2009 10:02 AM
I am trying to figure out the best way to set up my campaigns and can't seem to find any tips on the specifics of multiple lead sources. For example, am running a campaign to promote a white paper. I am promoting it through mass email, partners, and the website. Should this all be one campaign with multiple campaign member lead sources? Or should I use campaign hierarchies for this?
One challenge arises from the fact that I want to track multiple touch points (lead sources) for each lead. My current lead source field on the lead record is just a text box so it doesn't not accommodate multiple sources. So when that same lead is part of another campaign I would have to overwrite their lead source to track it to the new campaign.
I just tried to create a custom field on the campaign member layout but it seems like it will be difficult to import and display this field throughout the process.
What should I try next?
Re: Campaign Lead Source Management
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09-22-2009 11:23 AM - last edited on 09-22-2009 11:24 AM
Best practice is to create an Offer object for the white paper, and use the Campaign as the communication channel.
Here's a lot more detail on how this might work:
Benefits are that you can track the white paper results across campaigns, and makes it easy to do reporting & A/B testing.

