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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12 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
18 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
12 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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9 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
14 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
12 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
21 views

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

What is the difference between Campaign and Campaign Members?
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11 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
32 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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21 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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30 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
24 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
24 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
117 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
10 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
25 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
15 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
50 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
132 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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0answers
50 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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30 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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3answers
537 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
34 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
45 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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0answers
24 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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60 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
82 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
58 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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40 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
70 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
168 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
187 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
124 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
votes
2answers
87 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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16 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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242 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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120 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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70 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 ...
3
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1answer
98 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 ...
2
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1answer
204 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
144 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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0answers
40 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 ...
2
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1answer
231 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 ...
1
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1answer
146 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
votes
1answer
272 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 ...
2
votes
1answer
520 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 ...
1
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1answer
215 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 ...
2
votes
1answer
49 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 ...