Campaign Naming Conventions
This document provides the information you need to accurately name your campaigns.
As we enter data into our CRM it’s important that we enter it as consistently as possible. Clean data in = clean data out, and we all want to be able to find, share, and report on what we’ve done. When it comes to campaign names you have both the power and the responsibility to name your campaigns. As you can see below, the naming conventions are complex, and because it is important that we all follow them accurately we’ve summarized them in these handy charts.
| Campaign Type | Naming Convention |
|---|---|
| Recruitment Trip | Last Name - State or Country Code - Month [optional - Date(s)] - Year OR Last Name - Season - Year |
| Recruitment Initiated Event | State or Country Code- School Name - Month - Year |
| Recruitment Invited Event | State or Country Code - School Name - Year [for fairs] OR State or Country Code - Org Name - Event Name - Season - Year [for other external events] |
| Name Component | Convention |
|---|---|
| State Code | Use two-letter state code. List all states with a dash in between |
| Country Code | Use three-letter SIS country code. List all countries with a dash in between |
| School Name | Use name as it appears in Salesforce Account record |
| Organization Name | Use name as it appears in Salesforce Account record |
| Month | Use three-letter abbreviation |
| Season | Use fall, winter, spring, or summer |
| Year | Use four-number year |