A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing ...

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13 views

Is it possible to retro-fit a converted lead to a campaign?

Looking to see if it is possible to re-create the data relationship of attaching a "campaign member" on a converted lead... Is it possible to get a permission temporarily granted to allow inserting ...
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34 views

Add/Remove Campaign Members Based on Contact List using Apex

I'm having a hard time figuring out the logic for this in Apex. In C# I would just use linq. I have an existing campaign that I want to add/remove members based on new lists of contacts. Basically, ...
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21 views

How to setup 2 way sync Salesforce to mailchimp lists

We use Mailchimp to send out Weekly/monthly newsletters to contacts based on a contacts “status” in Salesforce (e.g. all members that have a completed opportunity), we would like to make that the ...
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33 views

pre-populating the child event record with the parent campaign_id

Hope you are both well. I was wondering if I could pick your brains on one small piece (the only outstanding item) for this development. A I’ve created a custom button “create child event” which ...
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1answer
56 views

Multi-Step campaign or Salesforce approval process on Exacttarget

I need to create multi-step campaign on Exacttarget. Requirements: I send survey email (step1) to my users by email and depending on response, reply with step2.a or step2.b, and so on... I didn't ...
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1answer
73 views

ExactTarget v5 Salesforce Integration - Tracking Analytics and Using Campaigns

My organization recently started using the v5 ExactTarget integration with Salesforce and I'm wondering if there are some best practices on using Campaigns with ExactTarget. At this point, we only use ...
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1answer
62 views

ExactTarget - Salesforce Integration: Adding the report or Campaign to the 'Individual Email Results' record in Salesforce

I am asking the following on behalf a client. A features in a system requires the ‘Campaign’ and ‘Report’ field to be completed on the Individual Email Result (and for that matter on the ‘Email ...
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27 views

is it possible to mass add leads to campaign monitor through salesforce?

This may be off-topic, but i feel this is the best possible forum for finding a solution: Using the 3rd party app "Campaign Monitor" is it possible to mass add leads (or contacts) to Campaign Monitor ...
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1answer
54 views

how to exclude leads and contacts that were in a previous campaign

This is not an automation or coding question. This is a procedural question, i.e., "how to". I have researched through functionality, documentation and support questions/answeres and yet found no ...
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1answer
46 views

Ability to Associate Newly Created Leads with an Existing Campaign

I am trying to figure out a way to associate a lead, upon creation, with an existing campaign. I know this would involve an apex trigger/class, but I'm not sure of how to do it. The way I want it ...
2
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1answer
106 views

Trigger for passing picklist value from Campaing to campaign members custom field

Brand new to Apex with rudimentary programming skills. Here's what I'm trying to do: I'm trying to pass the campaign type (email, webinar, etc...) from the Campaign to it's Members. What I'd like to ...
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11 views

How to restrict user to view campaigns based on some conditions

I am new to salesforce Development. I want to make campaigns not available for a user if contact/lead associated with the campaign does not contain email address. Please help.
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33 views

Adding mass email recipients to a campaign

After sending a mass email through Salesforce to the 250 leads, I want to add the recipients to a campaign. Right now, I'm doing it manually by going to "Campaign Members" and then individually ...
2
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1answer
156 views

How do I create an Opportunity in Apex with the standard Primary Campaign Source functionality?

I've set up some automation so that when a CampaignMember receives a specific status (Evaluation Request), a Contact, Account, and a set of project records are created. An external system notifies ...
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1answer
105 views

How to update lead fields based on campaign type?

Can anyone please help? My problem is that I am trying to write a trigger on the Lead object that will fire when a new lead is inserted. I want this trigger to look at the campaign that the lead has ...
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18 views

How to create a group of contacts using campaigns?

I have to create a group of contacts using Campaigns.how do i do it with Campaigns? I tried to create campaigns and created a record type for campaign memners, but don't know how to creategroups
2
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1answer
28 views

Campaign Hierarchy in search layout?

Is it possible to show campaign hierarchy in the search layout? Ideally I'd like the search layout to mimic the indentation that gives a visual representation of search layout on the campaign layout ...
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37 views

Campaign Record Insert Error. Insufficient Access On Cross Reference Id

In our salesforce org there is eloqua integration. It basically inserts Campaign records into salesforce. For 1 campaign i am getting this error "Insufficient Access on Cross Reference Id". I already ...
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23 views

Mass emails and events

We currently have iContact linked into our Salesforce product. We have an issue where we create a campaign tied to an event occurring in a month. We send out an invitation to 150 members. We get 20 ...
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1answer
294 views

Add to Campaign not showing on report

We have a custom object called Application that is a child of the Contact. When we build a report type linking the Contact to the Application object and then generate a report from that report type, ...
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1answer
212 views

Is there a way to create a workflow rule to create a task when members are added to a campaign?

Then when we import members through the Manage members import file, would like it to Trigger workflow rules for new and updated records. Has anyone done this, I don't even know how to verify or insure ...
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0answers
21 views

I want to automatically add all new leads or contacts to a general introduction campaign

I know how to import lists of leads or contacts in to a campaign. However I want figure out how to set it up so that if a new lead or contact is created in salesforce - either by import or ...
7
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1answer
311 views

Mass email a group of contact

I created a custom object named ContactGroup where I can add Contact. A Contact can have many ContactGroup and a ContactGroup can contain many Contact (so this is a n-n relationship). Now I would ...
2
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1answer
375 views

Add campaign information into lead auto response email

I thought this would be an easy one but its not working as expected. I have a custom campaign type that has a "Meeting Time field" and i want to include that meeting time in an automatic email that ...
2
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0answers
61 views

What is the order of assignment/autoassociate and auto response with web-to-lead?

I have a scenario, I need to auto associate new leads into campaigns, and send a customized email to them. The auto-assignment and the auto-association both work perfect. However, the HTML template I ...
2
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1answer
84 views

how to narrow down statuses to a specific campaign

Hi I created a visualforce page so contacts are able to update their campaignmemberstatus. I used this site: https://success.salesforce.com/ideaView?id=087300000006twk The problem is that all ...
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1answer
272 views

Why am I getting a compile error in my trigger?

Background I'm looking to write an apex trigger that will look at newly created leads, and assign them to a campaign based on a custom field in the leads, but I'm getting stuck with this compile ...
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1answer
444 views

How to show custom contact fields for campaign members' page on the campaigns tab?

I would like to know how to show custom contact fields for campaign members' page on the campaigns tab?
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0answers
33 views

How do i show all campaign members by default when I click on the campaigns tab?

How do I show all campaign members by default when I click on the campaigns tab, while sowing all the other campaign fields?
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3answers
125 views

How to narrow down statuses to specific Campaign

I'm building a custom VF page with a form to input data about interactions with campaign members. I have this element on the form: <apex:inputField value="{!campaign_member.status}"/> ...
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1answer
114 views

How to add to campaign from webform?

I am trying to create a landing page, that will create a lead in SF, and add that lead to a campaign. I created the campaign, Set it to Active, and got it's ID. According to some resources on the ...
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2answers
300 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
5
votes
1answer
353 views

CampaignMemberStatus records only testable with seeAllData flag?

I wrote a trigger that creates some CampaignMemberStatus records against a Campaign automatically, and noticed that when I tried to test my logic any queries that I run for CampaignMemberStatus ...
3
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1answer
445 views

Campaign members coming from a custom object

When you look at campaign members, you can add leads or contacts as members. I have a need to add what we call "Examiners" as campaign members. Examiners is a custom object we have built in our org ...
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2answers
2k views

How to enable creating campaigns?

Despite being administrator for our Salesforce instance, I am not able to create campaigns. I ticked all boxes in my personal settings, but still I can see neither button nor element in the dropdown ...
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2answers
250 views

Existing Campaign Member update and email sent to owner?

Is there a way to trigger an existing lead or an existing contact with an email when I import a file as Campaign Members? Also, with this import, I usually gets duplicate leads or contacts which then ...
0
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1answer
130 views

Campaign and account reports

Is it me or everyone face issues when it comes to reporting on accounts from campaign ? I am trying to see all the accounts related to a campaign I do not see a report where I can pull campaigns ...
4
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2answers
496 views

Sending Mass email

I have 1003 contacts in my org and I want to send them all an email. I'm limited to 250 contacts per mass email, so I would like to create lists that would split my contacts (and future contacts) to ...
3
votes
2answers
300 views

Campaign to contact record record field update

Is there a way to trigger a field update such that when the information about a campaign member is modified in the campaign object, it updates a field of the same member's contact record?