Monthly Archives: August 2013

Using FormAssembly to Automatically Attach a Campaign to your Leads in Salesforce:

Many thanks to Jimmy, whose company Plum Heating and Cooling provides Evaporative Cooling in Melbourne, Australia.

The following post explains how to use Daddy Analytics and FormAssembly to autopopulate the Campaign of your Leads. To do this, you must of course have FormAssembly as your Web-to-Lead form, and Daddy Analytics.

Warning – this is a technical article, and is intended for Salesforce administrators.

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Salesforce Lead Source vs Campaigns When to Use Each

Wondering where your leads really come from? Daddy Analytics tells you.

Wondering where your leads really come from? Daddy Analytics tells you.

Figuring out when to use Lead Source or Campaigns can be tricky, particularly to new Salesforce Administrators.

The short answer is, use both but use them differently. The rule of thumb is that Lead Source should be high-level categories like “Events” or “Purchased Lists” while Campaigns can be incredibly specific, like “Spring 2011 Flyer Drop” or “Google Adwords – Competitor Keyword Campaign”.

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