Campaigns

The Campaigns dashboard in Liferay Data Platform (LDP) shows which accounts your campaigns touch and how many individuals they touch, along with the Salesforce opportunity amounts of those accounts. A campaign touches an account or individual through a Salesforce campaign membership or a site visit attributed to the campaign.

Important

The Campaigns dashboard requires a Liferay Data Platform subscription. It doesn’t appear in the navigation menu of a Liferay Analytics Cloud workspace.

To access the dashboard, click Campaigns in the Touchpoints section of the navigation menu. The dashboard shows data only from the data sources assigned to the property you’re viewing.

The Campaigns dashboard shows the Overview cards and the Campaigns table.

Overview Cards

The Overview section shows four cards. Each card covers the last 90 days and compares its value with the previous 90 days.

Card	Description
Campaigns	The card counts the campaigns that touched at least one account in the last 90 days. A campaign’s status in Salesforce doesn’t affect the count, even though the card’s description calls them active campaigns.
Accounts Touched	The card counts the touched accounts. Each account counts once, however many campaigns touched it.
Pipeline Value	The card sums the amounts of the touched accounts’ open opportunities created in the last 90 days. Only opportunities in the sales stages listed below this table count.
Closed Won	The card sums the amounts of the touched accounts’ won opportunities closed in the last 90 days.

Pipeline Value counts only opportunities in these Salesforce sales stages: Committed, Confirmation, Demo Agreed, Demo Completed, Justification / Due Diligence, Legal Review, Legal Review / Purchasing, Qualifying, and Validation. If your Salesforce stages use other names, Pipeline Value shows 0.

Pipeline Value and Closed Won use an opportunity’s custom Amount_USD__c field when it’s filled in. Otherwise, they use the opportunity’s amount as recorded, without conversion. As a result, a total can include amounts in different currencies. Without a Salesforce data source, both cards show 0. These figures don’t show the revenue a campaign generated.

Campaigns Table

The Campaigns table lists every campaign that has touched at least one account. A campaign that has touched only individuals doesn’t appear in it. Unlike the Overview cards, the table covers all time.

Column	Description
Campaign Name	The column shows the campaign’s name. Click a name to open the campaign’s detail page.
Accounts Touched	The column counts the accounts the campaign touched.
Individuals Touched	The column counts the individuals the campaign touched, anonymous individuals included. It counts individuals whose site visits are attributed to the campaign and Salesforce campaign members whose Salesforce contact or lead maps to an individual in LDP.

Where Campaign Data Comes From

LDP builds campaign touches from these sources:

Salesforce Campaign Membership: LDP syncs every Salesforce campaign and campaign member that changed in the 12 months before the first sync, and every change after that. Each member status LDP syncs is a membership touch. It takes the date the member first responded to the campaign. When LDP synced the status before the member responded, the touch takes the date the member was added to the campaign.

A membership touch counts toward the member’s account only when that account exists in LDP. To bring Salesforce data into LDP, see Connecting Liferay Data Platform to Salesforce.

Site Visits with a utm_campaign Value: A visit touch counts toward the account of the individual who made the visit.

Some campaign names on the dashboard are codes or IDs, because of how LDP matches each touch to a campaign:

A site visit whose utm_campaign value contains a synced Salesforce campaign’s ID counts toward that campaign. The ID can be the 15- or 18-character form, and its letter case must match.
Any other utm_campaign value becomes a separate campaign whose name is that value, even when the value is the ID of a Salesforce campaign that wasn’t synced.
Members of a Salesforce campaign that wasn’t synced count toward a campaign whose name is its Salesforce ID. Visits tagged with that ID count toward the separate campaign the previous item describes.

The utm_cid parameter works separately. It adds a Campaign Touch label on the Activities tab, and this dashboard doesn’t read it.

Campaign Details

Click a campaign name in the Campaigns table to open its detail page. On an account’s or individual’s Activities tab, the campaign name in a Day Level section also links to this page.

A campaign's detail page lists the accounts the campaign touched.

The page’s Membership card has two tabs: Accounts Touched and Individuals Touched. The Individuals Touched tab is empty for every campaign, even though the Campaigns table counts the individuals each campaign touched.

The Accounts Touched tab lists each account the campaign touched, with these columns:

Column	Description
Name	The column shows the account’s name. Click a name to open that account’s Overview tab.
Lifecycle Stage	The column shows the account’s lifecycle stage.
Pipeline Value	The column sums the account’s open opportunity amounts, limited to the same sales stages as the Pipeline Value card.
Closed Won	The column sums the account’s won opportunity amounts.

Unlike the Overview cards, the Pipeline Value and Closed Won columns aren’t limited to the last 90 days. Like the cards, they use Amount_USD__c when it’s filled in. A cell is blank when the account has no Salesforce opportunities, and shows 0 when the account has opportunities but none qualify.