A campaign is a list of contacts and leads organized for targeted email blasts. NYSERDA targets all campaign members (contacts and leads added to that campaign) for each target mailing.

NYSERDA campaigns for email blast have the Campaign Record Type General.

To view all campaigns in Salesforce, click the Campaigns tab.

When you navigate to the Campaigns tab, you will first see a list of recently-viewed campaigns. To browse other campaigns, click the View dropdown list to select a filter.

All campaigns are associated to at least one interest area. Program Staff designate one (or more) interest areas to assign to every campaign, and we associate the interest area(s) to every new campaign that we create.

Campaign members will unsubscribe from mailings based on interest area.

What is the Difference Between CRM and Marketing Campaigns?

CRM Campaign: An organized list of CRM contacts and leads targeted for email blasts.

Marketing Campaign: A collection of email blasts to a targeted group of contacts/leads. These campaigns typically take place over a series of time.

NYSERDA uses all CRM campaigns for single email blasts. NYSERDA does not currently use Journey Builder, which is the Salesforce Marketing Campaign tool.