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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 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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Change From Address for List Emails in Lightning from noreply@salesforce.com to current user email address

While sending list emails in Salesforce Lightning, we have observed recipients are seeing from address a system generated one as noreply@salesforce.com instead of the user who sent the list email. ...
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How to push people from a Salesforce Campaign to Date Extention in Marketing Cloud

How to push people from a Salesforce Campaign to Date Extention in Marketing Cloud. We have a campaign with weekly updates members. We would like to be able easily push them to a data extention in ...
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Sharing button not visible on campaign record detail page in lightning?

I am not able to see sharing button On Campaign detail page in lightning View. But when I see this in Classic campaign page# View it is visible. I tried with all OWD setting for Campaign, but still I ...
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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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How to add nested tags to Calendar Campaign

In Email Studio, you can assign nested tags to an email. In the Campaigns Overview, you can create a campaign and you can assign an email to that campaign. You can also assign tags to a campaign. But ...
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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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3 votes
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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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Correct rounding of campaign influence amount

It looks like it is a rounding error. If you look at this oppy: It’s a 1 million oppy with 2 contact roles. One of whom (Barfunkel) participated in 2 campaigns and has “responded” status. The other (...
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Type or LeadContactId NULL in Trigger.New CampaignMember

trigger cm on CampaignMember (after insert) { for(CampaignMember cm : Trigger.New){ System.debug('cm.Type '+cm.Type); System.debug('cm.LeadOrContactId '+cm.LeadOrContactId); } }...
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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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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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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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report to track campaigns/campaign members/tasks?

I'm looking to create a report that tracks Campaigns, Campaign Members (they are all Person accounts), and tasks. Basically we want to be able to see the amount of times (and when) a Campaign Member ...
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-3 votes
2 answers
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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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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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1 vote
1 answer
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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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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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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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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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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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1 answer
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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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1 answer
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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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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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1 vote
1 answer
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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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1 answer
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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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0 votes
1 answer
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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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1 answer
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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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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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0 votes
1 answer
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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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1 vote
1 answer
208 views

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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0 votes
1 answer
196 views

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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1 vote
2 answers
53 views

What is the best way to determine when a campaign has had a new contact added to it?

If I want to use Salesforce's REST API to return campaigns who have recently had members added to them, what is the easiest way to do so? I am trying to do this externally, using authentication ...
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1 vote
1 answer
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Querying Salesforce Campaigns for Newly Added Contacts

I'd like to pull all of the contacts who have recently been added to a campaign using HTTP requests (from an external application). My current method is using a GET request with the URL /sobjects/...
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1 vote
1 answer
270 views

Test Class: How you you create a BrandTemplate for use in test class?

I am currently working on testing related to sending HTML email messages using templates. A template requires the BrandTemplateId to be assigned in order to be created. I have tried to create a ...
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Campaign Member on Contact Related list

how can I add "Campaign Member" to the Related list on the Contact object? The Campaign Member has a lookup relationship to Contact and it seems to be fine. The only object where can I show Campain ...
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3 votes
1 answer
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What can cause disagreements in Marketing Cloud between Send email and Update records?

We have this scenario: we've sent 1818 emails to a 1818 campaign members... but, only 1516 are updated in the next action. The second action only has a few updated fields with normal values: Do you ...
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3 votes
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How to start and stop campaigns in Marketing Cloud?

The documentation https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-apis.meta/mc-apis/campaign.htm mentions that a campaign can be started and stopped via SOAP APIs. Where can we find ...
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Marketing Cloud - Mobile Connect Campaign Codes and Tags

In Mobile Connect you can create a Campaign to associate with your SMS messages. Can someone explain to me the purpose of the 'Campaign Code' and 'Tag' option. Surely if it's for reporting then the ...
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