Oh dear, somebody gave the database folks access to the blog site…
Recently, I’ve had an opportunity to teach our Salesforce Foundation course here at NPower Seattle. We cover a lot of basics on the platform, including basic contacts, accounts, opportunities, and, time permitting, campaigns. During the course of these Foundation’s courses, I’ll often touch upon a subject that causes one of two reactions: “mild interest” (low murmur) or “total revelation” (blank stares). Either one of those reactions will usually drive me to the white-board for a further explanation. One of the pieces that always causes a white-board session is the notion of hierarchy in accounts and campaigns. It’s usually pretty easy to explain the parent account for the account object, our own NPower structure is a good example:

There’s more than three NPower’s out there (12 total), but you get the idea. You have one account record for NPower Seattle, one for NPower NY, and one for NPower Pennsylvania. You also have one for NPower National. The parent account for each of your (non-national) NPower’s is NPower National.
A school district is another great example of this. Seattle Public Schools might be your parent account for Garfield High School, etc. Or, UW Bothell campus might have a parent account of University of Washington. I’m sure you can think of some of your own examples as well…

So how does this relate to the campaign? Campaigns also have the possibility of a hierarchy. A campaign can have a parent campaign, which can also have a parent campaign, etc. (this can go on up to 6 levels deep.) Since we all know campaigns are about measuring the effectiveness of your outreach efforts (we all know this, right?), now we can measure the effectiveness of a group of outreach efforts, or a type of outreach effort, or even an entire funding drive, no matter how we’re reaching out!!!
Just like our account hierarchy above, we build a campaign hierarchy. However, instead of just connecting campaigns together, we can take data and “roll it up” the hierarchy. Let’s take a simple example. We have a new donor drive where we reach out to folks in our database who have never given to our organization. We want to reach out to them in two ways, one via direct mail, the other via email. To do this, we create THREE new campaigns: New Donor Drive Email, New Donor Drive Direct Mail, and then connect them both to the New Donor Drive parent campaign.

Now, we’re setup to measure not only the email and the direct mail effectiveness, but ALSO the overall New Donor Drive initiative!
So now, let’s suppose we’ve completed our Email Blast and our Direct Mail campaign, and let’s look at the results:
Direct Mail:

Email Blast:

And now finally, the results as they are displayed in our parent campaign:

So, as you can see, the opportunity statistics (as well as any other Sent/Responded stats you have) are auto-magically “rolled up” to the parent account, so you can measure the effectiveness of not only your individual efforts (each email blast, etc.), but ALSO the combined effect of ALL of your efforts! If we had multiple email campaigns as part of this effort, we could add another layer into the hierarchy to measure the effectiveness of JUST the email campaigns, like so:

Try it out in your own organization if you’re not already using this feature, you’ll be amazed at the information in your database you didn’t even know you had. Some quick things to remember: You’ll need to be a ‘Marketing User’ (the checkbox on the user record) to use Campaigns. You’ll also need to add the Hierarchy fields to the page layout of any campaign you’re using as a parent (if they’re not already visible), as well as the ‘Parent Campaign’ field on any child campaigns. Check out the ‘Help & Training’ link and search for ‘Campaign Hierarchies’ for more information on how to do this.
(P.S. Salesforce User? Nonprofit? Live in or near Seattle? Looking for some free coffee? Try the Seattle Salesforce Nonprofit Users Group. We meet once a month at NPower Seattle’s offices. Our next meeting is Wednesday, December 16th @ 8am.)
This article is also available via the Seattle Salesforce Nonprofit Users Group site.