In IOS we have three different types of campaigns. The first step in creating a campaign is selecting the record type. 

Campaign Record Types

• Event: This record type is used when uploading a list of attendees from an in-person or virtual event.
• Email: This record type is used when creating an audience for a specific email or series of emails. 
• Marketing: This record type is used to broadly group marketing campaign efforts. 

Campaign Naming Conventions

• Campaign Name: [Campus Code] [Customer] [Customer Function/Area/Program] [Date] [Name/Description]
  • Campus Code is a two digit name representing the campus on which the campaign was created
    • 01 = Boulder, 02 = Anschutz, 03 = Denver, 04 = Colorado Springs, 08 = System, 09 = Advancement
  • Customer is the abbreviation for the group that owns the campaign. That could be a school, college, program or department
    • SOP = School of Pharmacy, CON = College of Nursing, ODL = Office of Digital Learning, ONL = Online Office
      • Others may be added as needed
  • ​Customer Function/Area/Program represents the specific area supported by the campaign. That could be a program, a degree level, or something else
    • Examples: PharmD = doctorate program for School of Pharmacy, PallCare = Palliative Care program
  • Date is the when the campaign launched, or when the journey was activated
    • Please note that new versions of existing journeys don't necessitate an update to the date in the campaign name
  • Description is a short description of what the campaign is
    • Examples: Evergreen journey, RFI journey, information session webinar, event attendee list, etc.
  • Examples of how this syntax may look:
    • ​02 ODL CPP 072126 RFI Journey
    • 02 SOP PharmD 061426 Evergreen Journey
    • 03 ONL ALL 042506 Recruiting Event

Create Campaign

• Clone
• Create from Scratch

In our Salesforce environment, we already have thousands of Campaigns. For that reason, it is most common to clone an existing Campaign. Note that a cloned Campaign does not clone the members of that Campaign or the shared settings.

• Navigate to the Campaign
  • You could search for the Campaign with the Global search at the top
  • You could navigate to the Campaigns tab if you recently viewed the Campaign

• Modify the name of the Campaign
• Ensure
  • Type=Event, Email or Marketing
  • Active=Checked
  • Status=Planned, In Progress, or Complete
• Click the blue Save button

• Select Campaign in the top navigation
• Click New in the top right corner

• Event is set by default, please select the record type most relevant to your use.
• Select the blue Next button in the bottom right
• Enter the Campaign Name
• Click Active checkbox
• Select Campaign Type 
• Add additional information to the Campaign, like Description and Start/End date.
• Select Save, the blue button in the bottom right