Skip to main content

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.

Filter by
Sorted by
Tagged with
0 votes
0 answers
20 views

Show Campaign Files on Lead/Contact

My Sales Development team would like to see what content a potential customer saw. So Marketo is syncing campaign information, adds a lead to a campaign, and attaches some files to the campaign. Is ...
denvergreene's user avatar
  • 1,198
2 votes
1 answer
50 views

How to delete orphaned Campaign Members

I have a Web-to-Lead form which adds Leads to a Campaign. I had a lot of problems with hackers entering nonsense data through the form so I implemented a Flow which aimed to catch these and delete the ...
Andy Bravery's user avatar
0 votes
0 answers
41 views

SF Campaign Naming Conventions for Evergreen Campaigns

I'm wondering if anyone has suggestions or best practices for campaign naming conventions when it comes to evergreen campaigns or campaigns that run beyond a single fiscal year. Currently, my company'...
svd582's user avatar
  • 1
-1 votes
1 answer
31 views

create an opportunity with a related campaign using the campaign name

I've loaded opportunity data using the data loader, but I'd like to load new records directly from the REST API. When I load the data from the data loader application step 2b allows me to select ...
jjamesjohnson's user avatar
0 votes
2 answers
127 views

Remove contacts from a journey in Journey Builder

I have created a journey with No re-entry setting. Contact have been injected into it through a process we did not want. We cannot create a new journey as this journey is connected with a campaign in ...
R Suri's user avatar
  • 309
0 votes
1 answer
64 views

How can i show the Campaign Name on a Lead field

So I've been trying to use a trigger. But it's not working. Ive created thid method that gets called in afterInsert and afterUpdate. So I'm testing it by adding a lead on Campaign Member and nothing ...
Testing1002's user avatar
0 votes
0 answers
41 views

Update Campaign Status with an Email Reply via Pardot

I need to update a record's campaign status if they reply to an Engage Email from Pardot. How/can this be accomplished?
Adam Roorda's user avatar
0 votes
1 answer
417 views

How does the CampaignMember object work in terms of record visibility?

I am trying to understand how the CampaignMember object behaves in terms of security. According to the Salesforce documentation, in order for a user to view a CampaignMember record the user must have ...
Tzinm's user avatar
  • 21
0 votes
1 answer
161 views

Campaign Member Sharing Rules

I need to create a Sharing Rule that only allows Users to see Campaign Members where they are the record owner of the Contact or Lead that corresponds with the Campaign Member. Sharing Rules don't ...
Dan Watkoski's user avatar
0 votes
1 answer
334 views

how to access clientside code object in handlebar in salesforce marketing cloud personalization web template

I am trying to develop a timer clock in marketing cloud personalization web template and i am kind of new to salesforce. right now, i have a date set in serverside code as below: export class ...
craigg's user avatar
  • 3
-1 votes
1 answer
166 views

How to query all campaigns related to an Account

I see in the related lists of Account has Campaign section. However, in my understanding, Campaign doesn't have child relationship with Account object. How can I query all Campaigns related to an ...
Tuấn Trần quốc's user avatar
1 vote
0 answers
80 views

Structured, reportable interactions in Experience Cloud Chatter Groups

To overcome the volume limitations of native Salesforce Email Campaigns, we switched to Experience Cloud Groups published to the original campaign members. In our Email campaigns, we used Links and ...
Robert Sösemann's user avatar
0 votes
0 answers
914 views

Update lead/contact fields from Campaign Member triggered flow

I am creating a flow to update 2 fields on both lead/contact objects when a campaign member is added/updated. The 2 fields are "oldest campaign" and "newest campaign". I created 2 ...
Daniil Nguyen's user avatar
0 votes
1 answer
180 views

Assignment Rule won't run as Lead Campaign Status check is failing

Lead, CampaignMember(Passing leadid) are created from flow#1 In Flow#2(record triggered, after save on campaignmember) apex class is run which uses dmloptions to update Lead. Database.DMLOptions dmo = ...
user61140's user avatar
0 votes
0 answers
87 views

Sending more Email Campaigns (with Templates) from ISV Package

I have a Managed Package in the AppExchange that now should make extensive use of Standard Email Campaigns to engage with customers. We don't want to use a complex and heavy extension like Pardot but ...
Robert Sösemann's user avatar
0 votes
0 answers
118 views

Campaign page related lists not deployed

I need to add ListEmail, LandingPages, MarketingLinks, and MarketingForms as related lists to the campaign page layout. However, I don't see any changes after the Copado deployment. I committed ...
user2023's user avatar
0 votes
1 answer
885 views

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": ["...
THEDJA's user avatar
  • 135
0 votes
0 answers
118 views

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 ...
Subiya Siraj's user avatar
0 votes
1 answer
261 views

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 ...
Marc 's user avatar
3 votes
1 answer
291 views

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 ...
windman's user avatar
  • 43
0 votes
2 answers
2k views

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"), ...
markwilland's user avatar
0 votes
0 answers
619 views

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 ...
Matt Pugh's user avatar
1 vote
0 answers
96 views

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 ...
Tom Kelliher's user avatar
0 votes
0 answers
752 views

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 ...
Laura's user avatar
  • 23
0 votes
2 answers
2k views

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, ...
David Boada's user avatar
0 votes
2 answers
856 views

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 ...
chorlesbarkley7's user avatar
0 votes
1 answer
569 views

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. ...
DebaSen's user avatar
  • 69
0 votes
1 answer
399 views

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 ...
Acher Klein's user avatar
0 votes
1 answer
104 views

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 ...
pamg30's user avatar
  • 15
0 votes
1 answer
59 views

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 ...
CoffeeRain's user avatar
0 votes
1 answer
496 views

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 ...
Helen M's user avatar
0 votes
2 answers
428 views

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 ...
Dead_end_Developer's user avatar
0 votes
0 answers
86 views

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, {​​​​​​​​​​​​​ ...
Dead_end_Developer's user avatar
3 votes
0 answers
431 views

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 ...
Asad Qureshi's user avatar
0 votes
0 answers
20 views

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 ...
Badar's user avatar
  • 45
0 votes
1 answer
468 views

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 ...
4kAudio's user avatar
  • 75
0 votes
1 answer
699 views

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 ...
4kAudio's user avatar
  • 75
-3 votes
2 answers
300 views

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<...
Hari Ha's user avatar
  • 127
1 vote
0 answers
79 views

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 ...
SNstar's user avatar
  • 11
0 votes
1 answer
479 views

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 ...
Giorgos Galaios's user avatar
1 vote
1 answer
29 views

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 ...
user81642's user avatar
  • 687
0 votes
2 answers
185 views

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 ...
kai998's user avatar
  • 69
1 vote
0 answers
81 views

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 ...
Adam Erstelle's user avatar
0 votes
0 answers
48 views

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 =...
Shivani Tanwar's user avatar
0 votes
1 answer
69 views

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
Shivani Tanwar's user avatar
0 votes
0 answers
1k views

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 ...
NikM's user avatar
  • 23
0 votes
1 answer
629 views

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 ...
ABFoC's user avatar
  • 3
0 votes
1 answer
191 views

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&...
Giorgos Galaios's user avatar
0 votes
1 answer
649 views

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 ...
Giorgos Galaios's user avatar
0 votes
1 answer
420 views

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 ...
Hunt's user avatar
  • 245

1
2 3 4 5 6