Associate Campaigns with Leads and Opportunities

You can determine the effectiveness of your campaigns by associating and selecting campaigns for both leads and opportunities. For example, you might want to know which campaigns have influenced the lead and contributed towards the sales pipeline.

You can now associate one or more campaigns with lead and opportunity records in your sales application. You can also mark one of the associated campaigns as your primary campaign for a specific lead or opportunity. When you convert a lead to an opportunity, the campaign associations and the primary campaign check box is preserved on the converted opportunity.
  1. From the Campaigns list page, select the campaign you want.
  2. From the Campaign Members subtab, click Add Leads to add leads as campaign members to the selected campaign.
    After the added campaign members are synchronized to Oracle Eloqua, they get added to the specified marketing campaigns.
    Note: You can't remove leads from a camapign once the campaign is activated.
  3. Navigate to edit the associated lead page and the selected campaign is displayed as your Primary Campaign as shown here: Screenshot shows the location of the Primary Campaign field in the Edit Lead page
  4. From the Actions menu, select Convert to convert the lead to an opportunity.
    After the successful conversion, the campaign associations and the primary campaign check box is preserved on the converted opportunity.
  5. Use the Campaigns subtab to view a summary page of the associated leads and opportunities with the Primary campaign highlighted as shown in this Edit Opportunity page example.Screenshot shows the Primary check box from the Campaigns subtab in the Edit Opportunity page