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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Influenced Opportunities Related List on Campaign does not allow quick filters
We are facing issue while applying quick filter on influenced opportunity related list on campaign object. We have assigned CRM user license and granted Campaign influence permission , still no luck. ...
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Knowing contact pressure [closed]
I would like to know what is the contact pressure for the campaigns sent from 2022 till today.
To better understand, I need to know the average send number for every contact.
Thanks
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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?
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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 ...
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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 ...
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Primary Campaign Source On Opportunity
If a Lead has multiple Campaigns associated , then as per details available whichever is the latest campaign , that gets added on opportunity as primary campaign source .
Just wondering how does ...
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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 ...
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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 ...
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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 ...
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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 ...
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144
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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 = ...
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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 ...
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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 ...
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470
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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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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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145
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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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163
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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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908
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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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418
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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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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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497
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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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440
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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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235
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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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55
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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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421
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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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310
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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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70
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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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392
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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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545
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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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373
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 ...
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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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2
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145
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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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47
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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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63
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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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556
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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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169
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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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496
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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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319
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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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78
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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?
