Campaign hierarchy and rolled-up statistics
Key Takeaway
Child campaign results roll up to the parent campaign, and those totals ignore sharing, so they can include campaigns a user cannot open.
A campaign hierarchy links related campaigns as parents and children, much like a family tree. Results from child campaigns, such as leads, costs and opportunity values, roll up to the parent. Marketers can then see results for a single campaign or for a whole marketing program at once.
How a campaign hierarchy is structured
Each campaign's Parent Campaign field names the campaign directly above it in the hierarchy. A hierarchy can be up to five levels deep, but three levels works well for many companies.
Campaign hierarchies are available in both Salesforce Classic and Lightning Experience, in these editions:
- Professional
- Enterprise
- Performance
- Unlimited
- Developer