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How Do You Create Campaigns in Salesforce Marketing Cloud (SFMC)?

A practical guide to plan, build, and govern SFMC Campaigns that connect audiences, assets, journeys, and goals—so marketing, sales, and service can attribute outcomes to the work you launch.

Connect with Salesforce expert Get the Revenue Marketing eGuide

Direct Answer

In SFMC, a Campaign is a wrapper that connects your audience (Data Extensions or Sales/Service Cloud Campaigns), assets (emails, journeys, ads, landing pages), and goals (conversions, revenue, appointments). To create one: define the goal and naming convention, set up audiences and tags, create the Campaign in the Campaigns app (or sync from Salesforce), associate assets (Email Studio, Journey Builder, CloudPages, Advertising), add tracking parameters, and measure against goals in analytics.

Before You Build: What You’ll Need

BU & Permissions — Confirm the correct Business Unit, roles (Email, Journey, Advertising), and SSO access.
Naming & Taxonomy — Standardize Campaign Name, foldering, tags, and utm_campaign values for attribution.
Audience Readiness — Data Extensions with sendable keys, synchronized data sources, consent flags, and suppression logic.
Compliance — CAN-SPAM/CASL/GDPR preferences, All Subscribers status, and subscription center routing.
Measurement Plan — Primary goal (e.g., form submits, orders), micro-conversions, UTMs, and Journey goals/exits.
Salesforce Sync (optional) — If using Sales/Service Cloud, confirm Connected App & Campaign sync rules.

SFMC Campaign Build Playbook

Follow this sequence to launch repeatable, governed campaigns that tie to revenue.

Plan → Prepare Data → Create Campaign → Associate Assets → Orchestrate → Launch → Measure & Optimize

  • Plan: Define objective, audience, offer, and KPI. Approve disclosures and cadence.
  • Prepare Data: Build/sendable Data Extensions, filters, exclusions, and test lists; validate keys & consent.
  • Create Campaign: In Campaigns app, add name, description, tags, start/end dates, and owner; map to Salesforce Campaign (if applicable).
  • Associate Assets: Link Emails (Email Studio), Pages (CloudPages), Ads (Advertising), and Journeys (Journey Builder) to the Campaign.
  • Orchestrate: In Journey Builder, define Entry Source, splits, waits, goal metrics, and exit criteria; connect to the same Campaign.
  • Launch: QA with seed list and validation; enable send throttling, frequency caps, and publication lists.
  • Measure & Optimize: Use Email Performance, Journey Analytics, and Einstein Insights; roll up by Campaign and compare to the KPI target.

SFMC Campaign Capability Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Governance & Naming One-off names and folders Global taxonomy for Campaigns, tags, folders, UTMs Marketing Ops Attribution Coverage
Audience Management Manual CSV uploads Automated DEs with consent, suppressions, and syncs Data/RevOps Reach, List Health
Journey Orchestration Single send emails Goal-based journeys with splits, wait steps, re-entry rules Lifecycle Conversion Rate
Compliance & Preferences Basic unsubscribe Publication Lists, Frequency Caps, Subscription Center Compliance/MOPS Complaint Rate
Attribution & Analytics Opens/clicks only UTM + Journey goals + CRM pipeline & revenue Analytics ROMI
Content Ops Unversioned assets Modular content with approvals and shared blocks Content Ops Build Time, Error Rate

Client Snapshot: Campaigns Connected to Journeys

By standardizing Campaign naming, associating all assets, and aligning Journey goals to CRM outcomes, a global B2B firm reduced build time by 30% and increased attributed opportunities. Explore results: Comcast Business · Broadridge

Tie SFMC Campaigns to The Loop™ and scale with RM6™ for reliable revenue attribution.

SFMC Campaigns: Frequently Asked Questions

Should I build Campaigns in SFMC or Salesforce?
If sales attribution is critical, build in Salesforce and sync to SFMC; if marketing-only, you can originate in SFMC. Many teams do both and standardize names to align reporting.
How do I associate emails, pages, and journeys with my Campaign?
Create or open the asset (Email Studio, CloudPages, Journey Builder) and select the Campaign in the asset’s properties. Use consistent tags and folders for discovery.
What about consent, frequency, and publication lists?
Use Publication Lists and a Subscription Center; implement frequency caps in Journey Builder; enforce suppression DEs for do-not-contact and bounces.
How do I track performance beyond opens and clicks?
Add UTMs, define Journey goals, and connect conversions (forms, orders, appointments) to CRM. Report at the Campaign level for pipeline and revenue.
Can I templatize Campaign builds?
Yes—use shared content blocks, automation templates, journey templates, and a naming/UTM checklist to reduce cycle time and errors.

Launch Governed SFMC Campaigns

We’ll align goals, audiences, assets, and journeys—then prove impact with Campaign-level attribution.

Take Revenue Marketing Test Check the Revenue Marketing Transformation
Explore More
Revenue Marketing Transformation (RM6™) Revenue Marketing Index Customer Journey Map (The Loop™)

Get in touch with a revenue marketing expert.

Contact us or schedule time with a consultant to explore partnering with The Pedowitz Group.

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