Campaigns: SF & Pardot connected
Working to set up campaigns within Salesforce so they function for our business needs. Getting conflicting feedback about Record Types vs just a Type dropdown on the singular Campaign record type.
Currently we do not use Record Types, we have a Type Field.
This is not connected with Pardot yet.
We have:
- Marketing Email
- Event / Webinar
- Business Initiative
We are looking to switch (with connected campaigns) to:
- Property Marketing (Local office level marketing for properties - listing emails, open houses, etc.)
- General Marketing (Local office level marketing initiatives non-property, i.e. Newsletters, broad availability reports, new hire announcements, local events)
- Corporate Marketing (Report releases, whitepapers, thought leadership, etc.)
- Event / Webinar (Client events, industry conferences, webinars, etc.)
- Business Development (New client outreach, cross-selling, strategic initiatives)
- Website (NA - Pardot leveraged)
- Internal (Tracking users who have been added for training vs completed, etc.)
We need to be able to segment some campaign access so regular marketing users in local markets can see Property & General Marketing. Some more regional marketers can see the other Corporate, Event, and BD types, etc. I think I need record types for this to ensure proper access.
Would subtype fields work within each campaign to drive additional insight (i.e. General Marketing > Newsletter, or Corporate Marketing > Thought Leadership)
Do the subtype fields pass to Pardot?
I haven't worked within Pardot for several years and never had it connected to Salesforce, so unsure of the functionality for Campaigns themselves when connected.
Any insights or thoughts would help!!