ADM-201 · Question #325
A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and senes. How should the…
The correct answer is B. Configure Campaign Member Statuses to record which event Members attended. To effectively report on Campaign ROI by both the overall series and individual monthly events, an administrator should configure distinct Campaign Member Statuses within a single overarching campaign to track participation in each monthly event.
Question
A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and senes. How should the administrator set up the Campaign to simplify reporting?
Options
- AUse Campaign Hierarchy where the monthly events roll up to a parent Campaign.
- BConfigure Campaign Member Statuses to record which event Members attended.
- CAdd different record types for the monthly event types.
- DCreate individual Campaigns that all have the same name.
How the community answered
(63 responses)- A13% (8)
- B75% (47)
- C8% (5)
- D5% (3)
Why each option
To effectively report on Campaign ROI by both the overall series and individual monthly events, an administrator should configure distinct Campaign Member Statuses within a single overarching campaign to track participation in each monthly event.
While Campaign Hierarchy can group campaigns and roll up ROI, the question implies simplifying reporting within a single series structure, and using member statuses can achieve granular monthly tracking without creating multiple campaigns.
Configuring unique Campaign Member Statuses for each monthly event (e.g., 'Attended Jan Event', 'Attended Feb Event') within a single series campaign allows for tracking attendance and associated opportunities for individual events, enabling segmented reporting on ROI by month within the overall series context.
Adding different record types for monthly event types would primarily affect page layouts and internal processes for campaign records, not directly simplify the reporting of ROI segmented by month within a series.
Creating individual Campaigns that all have the same name would complicate distinguishing between the monthly events and would not simplify granular reporting for the series.
Concept tested: Salesforce Campaign Management for event series
Source: https://help.salesforce.com/s/articleView?id=sf.campaigns_members_statuses.htm&type=5
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