Questions tagged [campaign]
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 tactics.
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Opportunities related list not available under Campaign in scratch orgs
I created a new scratch org with the following definition file :
{
"orgName": "Demo company",
"edition": "Developer",
"features": ["...
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Salesforce connector - Automatically create prospects in Pardot if they are created as Lead or a Contact in Salesforce
This checkbox in screenshot attached is not checked at the moment, if I check this box and create a new Campaign in Salesforce - 'Created In Salesforce'
Is there any key considerations that I should ...
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How to setup threshold for triggered sends using ampscript in SFMC
Is there a way to set certain threshold for triggered sends in ampscript for 24 hours and error out sends if it exceeds the threshold using ampscript, the Sendable DE values are not helpful since it ...
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Formula result is data type (Boolean), incompatible with expected data type (Percent)
I am trying to calculate the % of a campaign that is funded by using the following formula:
Percent_Funded__c = (AmountWonOpportunities) / (ExpectedRevenue)
I custom created the percent_funded__c ...
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Importing a Salesforce Report from Campaign with Campaign Members
I've been using the import Salesforce reports feature in Marketing Cloud fairly regularly, with no issues (except when I forget to mark the email field as an email field).
However, I've noticed that ...
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Scheduled Flow on Campaign Object - unable to select Campaigns for Update
I am trying to create a scheduled flow running every morning, checking for Campaigns which have an End Date in the past for which the "isActive" field is still set to true, and update them ...
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Campaign Member Statuses not Automatically Created in Test Classes
If I create a new Campaign through the Salesforce UI, the Campaign Member Statuses of Sent and Responded are created automatically.
But when I insert a Campaign in a test class no Campaign Member ...
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186
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Campaign related list on Account only shows values for campaigns where a contact is a CampaignMember
I am running into an issue when displaying the Campaigns related list on an account page. If I add a Account as a campaign member (i.e. Type field on the CampaignMember record = "Account"), ...
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For report can't access Contact data for Campaign object that has lookup to Contact
We wanted to repurpose the standard object "Campaign" so that it could be used to track what we call "ELAW Fellowships".
We added a new lookup field in campaign that does a lookup ...
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Fetch campaign name and code of an email via SQL in SFMC [duplicate]
I want to fetch campaign name and campaign code of an email via SQL in SFMC. The campaign name and code will be in an analytics software.
I cannot seem to find the campaign name and code in any of ...
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Linking Tags to Campaigns data via the Rest
I'm trying to create a data feed that we can use to link Email Names, Campaigns, and campaign Tags together to reduce our time to insight. I've got almost all of the data I need using the REST API but ...
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How to merge campaign / campaign member fields into email template?
I have Campaigns and Campaign Members created with an Eventbrite integration. I need an email sequence to go out via flow or manually with the Send List Email to the campaign members.
The merge fields ...
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Using a Salesforce Campaign as Entry Source on Journey builder
I have configured Marketing cloud and connected it to a production Org, now I'm trying to create a journey that receives the Campaigns from Sales Cloud in the org and uses them as the data entry, ...
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Automating Updating Campaign Members - SFMC to SFDC
I have a data extension that has 3 columns in it: ContactID (text), Journey Number (Number), and Responded (Date). Each row in the DE corresponds to a customer who either did or did not respond (based ...
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Opportunities report from campaign contacts at account level
Is it possible to bubble up contacts on a campaign to the account level and report opportunities closed at the said account(s) back to a campaign?
Currently, I have campaigns to contact to opportunity ...
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Set Campaign Member custom field in Pardot
I have a requirement to set a custom field while creating a Campaign Member from a Pardot form using "Add to Campaign". Currently the only field that can be set is the standard status field.
...
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Change campaign of created Campaign members
I have a workflow that create a lead and a linked campaign members into a campaign .
The fact is this flow come from a package i can't change it (lead capture).
I want after the creation change the ...
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Can you pull unique documents into a email? [duplicate]
Is there anyway that when you send a email out you can attach a document which is unique to that person?
As an example, sending 100 people each their own unique document with their personal ...
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How can we pull the values of formula fields in Salesforce custom object in our marketing cloud emails?
We have a custom object in Salesforce. This custom objects has some Formula fields in it which we would like to use in our Marketing cloud Email footer. (For this we have a journey set up with API ...
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52
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Connect calendar invite response to custom field?
Is there an integration to connect calendar invite status (perhaps with Outlook) to a Salesforce field?
I'm setting up Volunteers for Salesforce and am manually creating Outlook calendar invites for ...
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Need to do a Report on ALL Campaigns with the Unique ID of Campaign Member status (& filter) in Salesforce CLASSIC
Part of the org app has yet to transition to Lightning, so this question relates to Classic and Reports. I need to get a Unique Count of PICKLIST FIELD linked to a Parent Object
I can't use UNIQUE ...
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Problems with wire decorator
I'm having problems to understand why the first wire is not retrieving data
I've been trying to keep this URL component in the .html as it was before my changes, so now instead of the value holding a ...
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Issue with retrieving Campaign recordtype Id
I'm having some issues to retrieve campaign recordtype id inside the lwc
import CAMPAIGN_RECORDTYPEID from"@salesforce/schema/Campaign.RecordTypeId";
@wire(getRecord, { ...
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Handling email forwards for Reply Mail Management within Marketing Cloud
We have a specific use case where we are facing a challenge with campaign email forwarding.
We are trying to capture email replies inside sfmc. Let's say a campaign email goes out to a customer from ...
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Campaign CTI Automation
I wanted to know if there is any support for automation of calls in salesforce.
Basically, I want to automate campaigns such that we can dial calls to leads/contacts one by one (in order for all ...
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281
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Salesforce Entry Event Campaign Does Not Pull in Contacts on Activation
When selecting a campaign from a salesforce data entry event in Journey Builder it states "Select campaigns to add members to the Journey. Only members added to these campaigns after activation ...
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356
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Journey Builder Salesforce Data Source Campaigns not showing all Campaigns in Marketing Cloud
When I use Salesforce Data as an entry source in Marketing Cloud I'm not seeing all the Campaigns that are active on the CRM side. There are some that I am seeing but a vast majority are not showing ...
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Trigger to create a campaign when an account is created [closed]
I am trying to write a trigger that will automatically create a campaign record when a new account is created. Below is my code:
trigger AddCampaign on Account(after insert) {
List<...
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Pardot Campaign and user sync when connecting to a new SFDC org [closed]
We are going to merge our Salesforce org with other org. We need to connect our Pardot to new org.
I had a question about CRM id which was answered clearly below by @Sanket Nagure. Thanks for that ...
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261
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Salesforce Flow limitations
I have a flow where i want when the "Campaign Status" changes, to create new Campaign Member Status records and also update the Status of each Campaign Member. Some Campaigns have 80.000 ...
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Allow users to perform a Job only after hours
I am trying to understand or come up with a solution for the issue we currently having in our Org. We have a situation that our Marketing users are adding the existing contacts to the Campaign which ...
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Remove contacts from campaign using an apex class
I'm having an issue trying to get contacts removed from a campaign. I think it may be because I'm looking for campaign members instead of contacts, but I'm not entirely sure. I have the class set to ...
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Take action when CampaignMemberStatus is Updated or Deleted
I'm trying to run some custom code when I detect that a CampaignMemberStatus record has changed or been deleted and am having no real luck.
Cannot create APEX Trigger on CampaignMemberStatus (which ...
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46
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process builder not running to create campaign member
I want to create Process builder which will create campaign member when contact is created and below conditions met
Region = EMea
Account Type = Partner
Partner Category = Distributor
Business Unit =...
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58
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Customizing logic in process builder
can i customize the logic in pb like this
1 AND 2 AND 3 AND (4 OR 5) AND 6 AND 7
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568
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Campaign members auto-added to the campaign?
If I create a SFDC campaign and add members using a sfdc report (report type is "Contacts & Accounts") today.
Will the members to this campaign automatically get added based on the sfdc ...
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431
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Apex Code for Campaign Member List
I've been struggling with creating code (I am not a developer) for a VP where all Campaign Members with certain fields completed (CampaignMember.Article_Link__c) are displayed in a table.
The goal is ...
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Campaigns with Subscriptions as "Campaign Members"
In our org we use Person Accounts, and they can be added as Campaign Members. We also use CPQ and keep tracking of customers' subscriptions. We have also added two Custom Fields "Subscription&...
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347
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Campaign Member Status VS Campaign Member Activity
what is the difference between Campaign Member Status and Campaign Member Activity fields? They seem quite the same and i cannot understand their difference. Campaign Member status indicates the ...
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249
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Not able to view few fields in campaign object in workbench
I am trying to enable the field-level permission of few fields of the Campaign object in salesforce so that I can view them in workbench but unfortunately, after enabling the field level access it is ...
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75
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Get Campaign name from _Sent dataview [duplicate]
I downloaded the _Sent dataview to my server. Now I need to join the _Sent data with the campaign names to filter. How can I get from the _Sent dataview to the campaign name?
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Mass update CampaignMember records using tuple?
I have a number of CampaignMember records containing the CampaignId and the Lead/Contact ID.
Is there a way to upsert these records without having to query CampaignMember for their ID's first?
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Related Record for Contact owner of Campaign member
I am new to salesforce developing. I want to build an component that shows details related to a contact owner of a campaign member. How can I do it?
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Email using couponRow AMPscript
I have created a welcome email for customers.
There is a content that is the same for everyone, but there is a block that is not the same because there are times that there will be a coupon and others ...
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Creating campaigns in SFSC automatically creates data extension in SFMC
I am sending campaigns through salesforce, and suddenly all campaigns send from SF, its started creating a new data extension In Marketing cloud, can you please help me in finding out the reason and ...
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Marketing Cloud - Mapping between EmailID and AssetID
I am pulling campaign assets using the REST API, similarly to the method described here. However, the emails connected to the campaign are not marked as "type": "EMAIL", but as &...
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168
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CloudPage: CampaignMember creation not working
I have a CloudPage that contains a simple form. I ask for an email address, and upon submit, the page first checks in Salesforce if a (Person)Account exists. If not, it creates one, if so, then it ...
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Process builder, false positives on multi select pick list
Using process builder I am channelling new leads to relevant campaigns based on a multi select pick list. (I know they are not considered best practice but this one is now ingrained in our org beyond ...
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How to determine when someone has been removed from a campaign (REST API)
Similar to this question, I'd like to be able to fire off a query (from an external application) to determine when someone is removed from a Salesforce Campaign. The question I linked has a good ...
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Integrate SFMC Campaigns with CRM
Is there a way to map/integrate Campaigns created within Salesforce Marketing Cloud with Campaigns on Salesforce Sales Cloud? Or are these two totally different features.
Can I create a campaign in ...
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