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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25 views

Unica “Treatment Code” into and out of ExactTarget

We're installing UNICA and part of the installation will be the creation of "Treatment Codes" which identify what email a recipient received, and also connects any activity (Clicks, Opens) back to the ...
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10 views

Push campaigns from Salesforce to Marketo

It's easy enough to sync a campaign from Marketo to Salesforce, but is there any way to do this in reverse?
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1answer
17 views

Campaign Member Custom Fields

I need to create several campaign member custom fields for reporting purposes to measure campaign membership by acquisition Channel and Medium. Ideally I could create a campaign member field for each ...
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1answer
29 views

Update Lookup(Campaign) Lead value via trigger

I have a Lookup(Campaign) field Consumer_Newsletter__c set up on the Lead object. The Lookup(Campaign) field populates the Campaign Name on the Lead record. I'm trying to put together Apex code ...
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12 views

Create a site to answer on campaign

I'm new at site on force.com so I don't have a full vision about it. I created a site. My need is to display the campaign and then the contact can check the website and answer if he participates or ...
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1answer
17 views

Run a unit test with the 'Marketing User' enabled

I have a unit test that needs to run as a user with the 'Marketing User' permission turned on because the code needs to create a Campaign. I tried the following: User u = [SELECT ID FROM User WHERE ...
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1answer
19 views

Opportunity Merging: Campaign Influence

As Salesforce has no native function to merge Opportunities I'm looking into creating my own. I'm comfortable with the field mapping/child records (products, activities, attachments etc) but the one ...
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34 views

How to link Campaigns and SMS mobile messages via the API

We are pulling data from SFMC (SOAP and REST) API to provide advanced reports, stats and metrics. Every SMS is sent from the SFMC Mobile Connect portal (no triggered sends via sms api) and is ...
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17 views

Campaign Members object security

I am working on a project with the Campaign/Campaign Members objects in which I am auto-creating Campaign Members through an import. Because of the way we will be managing the Campaign we would like ...
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2answers
28 views

Custom Button on Campaign History

I want to create a button for the Campaign History related list on the Lead page layout. I am able to create such a button (Customize -> Campaign -> Campaign Members -> Buttons and Links) and set the ...
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1answer
27 views

Campaign Member Status tallies

Hi I am trying to track attendance of our participants over many events (campaigns). I have created custom campaign members statuses. From what I understand, statuses that are marked as "responded" ...
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1answer
22 views

Campaign registration creates duplicates - can I over come it?

I am looking for a way to integrate a campaign registration form on our website, but if a user, that is already a contact registers, it will NOT be created as a new lead, but instead, create a new ...
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28 views

Lead assignment Rule and Campaign Member Status

Can someone help me understand Lead Assignment Rule and Campaign Member Status? So, when I create a new rule. I selected the criteria if Lead: Campaign Member Status = "Responded" then assign it to ...
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1answer
23 views

Campaign Type Not showing up in Picklist Field

I've created a new campaign type, but it is not showing on the campaign picklist selection. What am I doing wrong?
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1answer
37 views

How to associate a lead with a campaign by php salesforce api

I can create lead via salesforce php api toolkit , by my client said every lead should be associated with a campaign , and he gave me a campaign id . The campaign id is similar to something like this ...
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14 views

Limit action to only View in Campaign History Related List

A user has a Gold Partner license. Whenever they access to a person account, there is a related list called "Campaign History", we need to limit the actions from "View, Edit and Delete" to only ...
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1answer
31 views

Assignment Rule and Campaign Member Equal Do Not Call

I have trouble figure out how to set up an assignment rule that route my leads with campaign member status equal "Do Not Call". I've created a "Do Not Call" status on campaign member object and ...
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1answer
20 views

Querying for Members in specific Campaigns

I am trying to find campaign members for campaigns executed in last 2 years (not via Apex), in order to migrate this data. Using Jitterbit. I have tried couple different queries (from developer ...
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2answers
42 views

What is the difference between Campaign and Campaign Members? [closed]

What is the difference between Campaign and Campaign Members?
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12 views

web to lead unmodifiable field

I'm about to send an email to about 60k people. Some of them are not in Salesforce and I know their emails are duplicate. When they submit the form and they are NEW with new information, how can I ...
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2answers
56 views

unable to lookup primary campaign source in opportunity

i have created this 'Opportunity A' & 'Campaign A', so now i would like to relate Campaign A to Opportunity A by going to Opportunity A and click on the primary Campaign Source lookup but nothing ...
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22 views

Calculate the percentage of people in two campaigns

I would like to display the percent of people in campaign A that are also in campaign B on a dashboard. I have tried creating a joined report that calculates this percentage. Unfortunately, this ...
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6 views

Campaign dashboards for different campaigns in page layout

Can anyone tell me if its possible to create campaign chart for certain campaign. For example if i use the same chart in the page layout and click on multiple campaigns to give me results for that ...
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0answers
31 views

Have problem to insert email to CampaignAsset

Hello I have successfully insert dataExtension to campaginAsset. However, I have trouble to insert email to campaginAssest show errors as following: ET_PostRest Object ( [status] => [code] => 400 ...
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1answer
29 views

Campaigne privileges

I have a link on my campaigne's record for mass mailing. However, this doesnt work due to insufficient privileges. Although I'm a marketing user on my user's record, and I can import leads (on the ...
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1answer
28 views

Using Campaign Member Object as regular Object?

I was using a Custom Object to create Many to Many relationship between Campaign and Contacts to save some information. But there already is Campaign Member object which serve the same purpose. So I ...
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2answers
166 views

progress bar formula

I am trying to develop a formula that will give me a progress bar with images in the campaigns The idea that i want to achieve is that I have days from the start of the campaign till the end of the ...
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1answer
11 views

Web to Campaignmember

I want to use Campaigns in my applications, and I want my clients to be able to sign up to Campaigns via the webportal. This means, I need to create a form and then create some code that shows all ...
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0answers
32 views

Add lead to Campaign through the use of a unique code entered on Website

I am using Salesforce /Pardot for Marketing purposes. I have a requirement where I would like to send mass letters to Leads, inviting them to an Event. On this letter I have a unique random number ...
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1answer
16 views

Reactivating a cancelled campaign

I have a Salesforce Campaign which is cancelled. I haven't really worked with Campaigns before much, so I have no idea how to reactivate the campaign, as there is no edit button or similar on the ...
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0answers
65 views

ExactTarget fields to Salesforce

Right now, ExactTarget pushes the 'Bounce Date' to Salesforce, which I use as a filter on a report to remove bounced emails. However, this filters out soft bounces as well - something which I do not ...
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2answers
235 views

How to assign or create a Lead in Campaign using SOAP API in C#

I came across a situation where I am searching for Phone Number. If this Phone Number is found in Campaign, then I want to create a Lead and assign this Lead to the Campaign that contains the Phone ...
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58 views

How to Contact Record Type based on updated Campaign Member Status value?

We often need to access a different mix of fields for different steps our process -- steps we have reflected in the Campaign Member Status field. As a result, I'd like to trigger a record update in ...
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0answers
42 views

Show opportunities related to a campaign

I want to be able to see opportunities related to a specific campaign. But the problem is that all opportunities we create in Sf are related to accounts only and not to contacts. So.. all the data ...
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votes
3answers
819 views

What are the fields in Campaign Member Object?

I am trying to understand the use of the campaign member field status but stuck in understanding the below fields, I would like to know its functional meaning. Details: Instance Type: Salesforce ...
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1answer
47 views

How to show Dashboard report from certain campaign

I've developed a report with dashboard and its already placed on a certain campaign. By doing that the report is shown to all other campaigns, something that i don't want it like that. I want that ...
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1answer
50 views

Responded Leads Formula

I am trying to make a formula field under campaign that will give the exact value of responded leads who are under one campaign. I've coded this so far but it doesn't work. What it basically should ...
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25 views

View all child campaigns

I am using the SOAP API. What query do I need to run to find all children of a campaign?
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86 views

Campaign trigger

Can someone help me to create a trigger on Campaigns that adds the number of Leads added to a certain campaign so that I can override the Total Leads field with the correct value. Thanks, Darko
2
votes
1answer
122 views

How to add a lead to a specific campaign via API

I'm using node-salesforce to create leads when they submit a form. I need that lead to also be part of a campaign, here is my code: conn.sobject("Lead").create({ email : req.body.signUpEmail, ...
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1answer
83 views

How can I use campaign field with lead report?

Is there a way to include the campaign value that a lead is associated with in a report. Would I have to add a custom field to do the campaign lookup on the lead?
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57 views

adding members to parent campaign

Is it possible to create a campaign and add campaign members from other campaigns into the new campaign I created? A new campaign that has an amalgamation of other campaign members. I need to roll ...
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2answers
82 views

Force.com One App license and Campaigns

I am using Force.com One app licence which does not provide standard salesforce campaigns. Is there any way through which we can bring campaigns in this license as well using some external connector ...
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2answers
218 views

Report on Campaign to show Leads Converted and Opportunities Closed Last Quarter

I need a report which shows Leads associated with in the last Quarter as well as the revenue the Campaign has generated in the last Quarter. I have been able to build to separate reports - one report ...
2
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1answer
25 views

What happens with my app when it contains a lookup to Campaign and we use the app in Group Edition

Image I create an app that contains a lookup field to Campaign. The field is not mandatory, and is only used when a user wants to use it. Can a user install the app with a Group Edition license? If ...
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1answer
243 views

Re-using the 'add campaign members' contact search for a custom object

When managing a campaign, there's the 'add campaign members' functionality where one can query for contacts / leads and add them to the campaign. I have a custom object where I also need to add ...
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0answers
141 views

Lead Conversion Campaign Member Issue

I have a trigger on Lead Conversion which validates and allows lead conversion only if the Lead is associated with a Campaign. Heres a snippet of the same: for(Lead led : trigger.new){ if( ...
3
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2answers
95 views

How can I find whom are the converted leads from a specific campaign?

I am trying to get the converted leads from a campaign. trying to get a Lead with converted history didn't provide the data (no campaign info). Following Q&A states, that there is no direct ...
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0answers
18 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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0answers
290 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, ...