Omar Bennett
Political campaigns are run on engaged voters eager to support their respective parties or causes. Campaign managers have to spend months on the campaign trail, gaining supporters, winning over voters, making phone calls, and canvassing neighborhoods. This results in a lot of data being collected on people they interact with. This data is vital to maintaining and tracking interactions with new or potential voters to keep them engaged and involved in current and future endeavors. Salesforce Campaigns are one of the tools that can be used to manage this data. Salesforce Campaigns are customizable and have unique properties that can help political campaigns with list management, cross-platform messaging, AI-driven texting, and door-knocking apps.
| Characteristics | Values |
|---|---|
| Purpose | Reporting and marketing tool |
| Users | Nonprofits and political campaigns |
| Features | List management, cross-platform messaging, AI-driven texting, door-knocking apps, fundraising emails, call recordings, event RSVPs, supporter levels, and text messages |
| Benefits | Track supporters' actions, provide social insights, access functionalities without installing hardware, sync data, record interactions with contacts, and engage supporters |
| Integrations | CallHub, NationBuilder, Pardot, and Marketing Cloud Account Engagement |
| Pricing | Pay-as-you-go and monthly subscriptions starting from $200 |
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$16.39 $19.95
What You'll Learn
Salesforce's Trailhead module
The Trailhead module covers a wide range of topics, including the Salesforce platform basics, custom functionality, and the Campaign object. The Campaign object is specifically designed for marketing efforts and is considered one of the most underused features in the Salesforce toolbox. It can be used for reporting and measuring marketing activities, such as list management, cross-platform messaging, and AI-driven texting, which are essential tools for political campaigns.
For instance, Salesforce was used in the 2012 Obama campaign for sending fundraising emails and is known to be used by other political campaigns as well. The platform offers a variety of tools that can be beneficial for political organizations, such as list management, cross-platform messaging, and door-knocking apps.
The Trailhead module provides a comprehensive learning experience with bite-sized modules, hands-on practice, and real-world scenarios. It also offers AI-powered recommendations and guided pathways to create a personalized learning journey. With Trailhead, users can learn to build customizable autonomous agents, leveraging the power of AI to achieve their organization's goals.
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Salesforce Campaigns for nonprofits
Salesforce for Nonprofits is a powerful solution for nonprofits to manage donors, measure fundraising performance, and track donor communications. It is a cloud-based customer relationship management (CRM) platform that helps nonprofits build better and stronger relationships with supporters, keep track of programming, and forecast fundraising needs.
The Nonprofit Success Pack (NPSP) is highly customizable and includes features such as pre-built email templates that can be further customized to include the nonprofit's logo and mission statement. Nonprofits can then send personalized emails based on updated and segmented donor information and track the click-through and open rates for each campaign. Social media is another popular marketing option facilitated by Salesforce, which allows organizations to store donor social media information and track any online interactions.
Salesforce for Nonprofits also offers access to industry-specific technology, community, and nonprofit pricing through the Power of Us program. The platform's AI capabilities can help meet changing demands, boost data-driven decisions, and improve donor engagement and program outcomes.
Salesforce's Campaign object is a reporting tool, primarily for marketing efforts. It can be customized to meet specific needs and includes unique properties and settings associated with Campaigns that can be controlled from the NPSP Settings menu. For example, nonprofits can choose to automatically create a Campaign Member record when an opportunity is created with the Primary Campaign Source field filled in and a related Primary Contact.
Overall, Salesforce for Nonprofits provides a unified platform for nonprofits to drive change, nurture stakeholder relationships, and facilitate data-driven work in a secure and flexible manner.
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Salesforce Campaign Influence with MCAE
Political campaigns have been known to use Salesforce, with some sources citing its use in the 2012 Obama campaign and the Romney campaign. Salesforce's Trailhead module describes campaigns as "one of the most underused features in the Salesforce toolbox".
MCAE is primarily a reporting tool for marketing efforts. It allows users to measure and report on marketing activities, providing valuable insights that can be used to improve decision-making and strategy. By using Salesforce Campaign Influence with MCAE, organisations can gain a better understanding of their customers and improve engagement, ultimately boosting the health of customer relationships and driving business outcomes.
For example, global security software company McAfee has been using Salesforce for its sales team for several years but struggled with integration with the marketing department. By migrating its marketing department to Salesforce Pardot, McAfee aims to achieve better alignment between sales and marketing and take advantage of more advanced Salesforce features, such as AI Einstein capabilities. With improved integration, McAfee believes it will gain a better understanding of its customers and be able to deliver more tailored and close engagement to prospects, ultimately improving pipeline outcomes.
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Salesforce Campaign records
Salesforce has been used in political campaigns, including for the Obama and Romney campaigns. Salesforce Campaign records are a powerful feature of the platform, allowing users to manage and track marketing efforts and campaigns effectively.
Campaign records are an essential part of the Salesforce toolbox and can be customised to suit specific needs. They are a great way to bring together Lead and Contact records, which is beneficial for marketing purposes. When a new lead is added to a Salesforce Campaign, a Campaign Member record is created, helping to streamline and organise contacts.
Additionally, Salesforce Campaign records offer flexibility with field requirements. Certain fields can be added or removed to suit the needs of a specific campaign. For example, a "Start Time" field is relevant for a Webinar Campaign but not necessary for an Email Campaign.
The platform also enables users to sync all activities and marketing assets, such as emails, forms, and landing pages, through Connected Campaigns and Account Engagement. This feature ensures that campaign data is easily accessible and provides valuable insights into campaign performance.
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Salesforce Campaign automation
Salesforce's Marketing Cloud Account Engagement (MCAE) is a B2B marketing automation platform that helps organisations drive growth by aligning their marketing and sales efforts. It is built on the world's #1 AI CRM, which allows for smarter decisions with unified customer data and faster campaign building.
MCAE enables users to automate and streamline marketing processes and multifunctional campaigns across channels. It includes functionalities to manage and nurture leads, run targeted campaigns, align with sales teams to close deals, and track marketing efforts.
With Salesforce Campaign automation, organisations can trigger workflows based on specific user actions, such as signing up for a newsletter or abandoning an online shopping cart. Newly segmented mailing lists can be automatically generated based on new user data, and the content and timing of email campaigns can be adapted as users change their preferences or move through the marketing funnel.
Salesforce's automation tools also allow users to analyse marketing interactions and gain insights into revenue and pipeline for key accounts. This data can be shared with sales teams to optimise account-based outreach and set the foundation for revenue growth.
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Frequently asked questions
Campaigns are Salesforce objects with a few unique properties and can be customized to meet specific needs. They are primarily used as a reporting tool for marketing efforts.
Salesforce can be used for list management, cross-platform messaging, AI-driven texting, and door-knocking apps. It can also be used to send fundraising emails.
A good Customer Relationship Management (CRM) system is crucial for political campaigns to organize and share vital information, such as contact information, related accounts, leads, and interactions with supporters and voters. It helps to maintain and track interactions with potential customers to keep them engaged and involved in current and future endeavors.
