Creating a Campaign in Salesforce

Creating a New Campaign

Once you’ve setup your Salesforce Connection and added the Campaign Member Object fields, it is time to set up your campaign.

Navigate to the Campaign Object, then click New on the right side.

Open

Select a campaign record type from the list of available options (it doesn’t matter which you select). Once selected, click on the Next button.

Open

On the New Campaign page, minimally enter in the campaign name, set the campaign as Active, set the status as In Progress, and select the Type of “Fathom Sales Accelerator”. Click on the Save button. Note: All of these fields must be filled out as mentioned in order for the campaign to show up in Sharpen OmniOut.

The campaign names will then appear in Sharpen > Admin > Configuration > OmniOut. Aside from verifying your campaign displays, don’t get too squirrelly in OmniOut just yet. We still have another step of adding the Campaign Member Statuses (the steps in your cadence).

Create Campaign Member Statuses

Navigate to the campaign you created above. Then, select the Related tab

In the Campaign Member Statuses section, click on the New button.

On the New Campaign Member Status pop up, enter in the name of the first stage of your campaign and select the responded checkbox. Click on the Save button. Note: OmniOut can only accept up to 30 characters for a member status.

In the Campaign Member Statuses section, click on the Change Default status button.

On the Change Default Member Status pop up, select the first stage of your campaign and click the save button.

By default each Salesforce campaign is created with 2 out of the box member statuses: Responded and Sent. We will not need these. On each record click on the arrow to the right of it and select the Delete option.

A pop up will appear asking for confirmation, click on the Delete button.

In the Campaign Member Statuses section, click on the New button.

On the New Campaign Member Status pop up, enter in the name of the next stage of your campaign. Click on the Save button. 

Add the remainder of your campaign stages to the campaign member statuses in Salesforce

Next we’ll need to add the possible end results/dispositions to the list of campaign member statuses. 

Once complete, the Campaign Member Statuses related to your campaign should contain a status for each campaign stage (e.g. 1. Call, 2. Call, 3. SMS, etc.) and each end result/disposition (Interested, No Answer, Voicemail, Payment, etc)

At this point, you’re done in Salesforce and ready to move to OmniOut in Sharpen!