When to use a campaign hierarchy:
Use campaign hierarchy if you want to track statistics about a group of campaigns.
In this scenario, I would create a parent campaign for the series, and a child campaign for each individual webinar held:
How to configure campaign hierarchy:
1. Configure field-level security.
Campaign hierarchy fields may be set to hidden field-level security by default. Ensure that the proper profiles have access by changing the visibility to each field (if required):
Setup –> Customize –> Campaigns –> Fields
Click on the field (e.g. “Total Actual Cost in Hierarchy”).
Click “Set Field-Level Security”.
Set the field to visible for the appropriate profiles.
Repeat for each field you would like to use:Total Actual Cost in Hierarchy Total Budgeted Cost in Hierarchy Total Contacts in Hierarchy Total Converted Leads in Hierarchy Total Expected Revenue in Hierarchy Total Leads in Hierarchy Total Num Sent in Hierarchy Total Opportunities in Hierarchy Total Responses in Hierarchy Total Value Opportunities in Hierarchy Total Value Won Opportunities in Hierarchy Total Won Opportunities in Hierarchy
2. Add fields to the appropriate campaign page layout(s).
Now that the campaign hierarchy fields are visible, add them to appropriate page layout(s).
Note: You may want to consider using record types when implementing a campaign hierarchy. Using a “Parent” and “Child” record type and associated page layouts can allow you to display the relevant fields on the corresponding layout (e.g. display the “Parent Campaign” field on child campaigns only, and display campaign summary fields on parent campaigns only).
3. Populate the parent campaign field on child campaign records.
I’ve populated several campaign records, and can now view the campaign hierarchy statistics on the parent campaign:
Limitations of Campaign Hierarchies:
You can have up to 5 levels in your campaign hierarchy. There is no limit to the number of campaigns within the hierarchy itself, however.