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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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21 views

Doubts regarding validations of Campaign status and Opportunities stages

I have the following subsection of a validation on Campaigns: AND(ISPICKVAL(Status , "In Progress"), NOT(TEXT(PRIORVALUE(Status)) = "In Progress"), NOT(TEXT(PRIORVALUE(...
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1answer
51 views

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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15 views

Any ideas on how to automatically associate Content Deliveries as Campaign History?

We're looking for a solution to track the content deliveries in contact records as well as to have it update the campaign history. Aiming to log view counts in the content deliveries and have them ...
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15 views

How to use Campaign Member fields in HTML classic template which will be used in Send List Email?

I want to create a custom html email template for sending list mail for campaign members. I am able to add merge fields like {!Campaign.Name} but when I try to send list mail and use this template I ...
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15 views

How to update campaign member status based on Email response?

When I send emails (a custom email template with buttons for yes/no or href for yes/no?) to campaign members inviting them to our campaign, based on their response(click on the button yesn/no) I want ...
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32 views

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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1answer
18 views

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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9 views

What is the best and most efficient way to sync HubSpot campaigns to Salesforce without creating a form for each campaign?

What is the best way to sync campaigns from HubSpot to Salesforce? It appears that HubSpot suggests creating a campaign and separate landing page for every campaign. Then resetting up the page also in ...
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1answer
50 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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1answer
43 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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2answers
31 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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1answer
40 views

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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14 views

Campaign from Classic to Lightning

We are currently in the process of migrating from Classic Interface to Lightning. We have the campaign Influence disabled in the Classic and have a Auto association setting enabled in our Production ...
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1answer
25 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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15 views

Campaign Influence Models

I am reading the Salesforce Customizable campaign influence model and see that with pardot, you can have the following campaign influence models: First Touch Last Touch Even Distribution Is this not ...
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16 views

Unable to add nested tags in Marketing Cloud Campaign

I have created Nested tags in Marketing Cloud. example, test-->test1-->test6-->test7-->test8. while creating campaigns i am only able to add test tag, and not test1,test6,test7. is there any soloution ...
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1answer
15 views

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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1answer
29 views

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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46 views

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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61 views

Add to Campaign button missing on Campaign Influence in Lightning

We are currently working on moveing from Classic UI to Lightning Interface and I would like to get advice from the experts who are already using Lightning Interface. I setup all the settings to ...
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1answer
37 views

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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1answer
58 views

Utilizing Date Time Lookup in AMPScript on Marketing Cloud

I'm trying to run an AMPScript in my emails where I'll be able to link in some meta data on my subscribers. I'd like to utilize when they signed up as a point to discern if the subscriber is new, ...
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1answer
62 views

Cross reference error when trying to add campaign member

I am trying to manually add a contact as a campaign member to a campaign and am getting a cross-reference error. When I try this in Classic, I receive the error graphic I am posting in this post. It ...
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1answer
37 views

How we write trigger on campaignMember, When we added any contact A into the campaignMember [closed]

How we write a trigger on campaignMember. When we added any contact A into the campaign member. I need to add all contact into the campaign member who is associated with the account of contact A. ...
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1answer
200 views

ui.services.connection.api.PartnerConnectionException: INVALID_FIELD: salesforce

I gave permissions on Campaign to some profile - Read, Create, Edit And on OWD I gave to the Campaign member - Controlled by Campaign. When I entered Campaigns from a user in that profile- I see ...
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1answer
64 views

Campaigns tab not visible to admin, yet visible to other users

As an admin, I cannot make the Campaigns tab visible to myself. I have checked everything that I can think of, but no success: OWD Checkbox 'Marketing User' for my user account Access to Campaigns ...
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1answer
42 views

Lead is not flowing from Linked Lead Gen Form

I have configured the LinkedIn Lead Gen as per guidelines in Release Note. And also I am running the campaign on LinkedIn that are capturing the leads. The lead count is increasing in the LinkedIn ...
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2answers
1k views

Marketing Cloud Campaigns Vs Sales Cloud Campaigns?

We will have a MC org integrated with a Sales cloud org. There is one simple welcome journey and one newsletter campaign/publication list to begin with. This will be expanded in the future to more ...
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14 views

Enforce that a new lead is always a campaign member when a certain profile is creating the lead

We have a telemarketing team that is generating new leads for certain calling campaigns. The Telemarketing profile must only be creating leads that are associated to these campaigns, however a lot of ...
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1answer
421 views

Influenced Opportunities Related List on Campaign not showing Opportunities

I have a Influenced Opportunities related list that is showing no opportunities on the Campaign page but when I click on the related list I can see the opportunity records. The opportunities have "...
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0answers
45 views

Campaign object not available in Contact Builder

I am trying to synchronize the standard Campaign Object from Salescloud to Marketing Cloud but it doesn't appear in Data Sources / Set-Up Object. I am only having this issue with this object. I ...
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1answer
26 views

Adding more than 50k records from report to campaign?

I'm trying to add members to a campaign through lead/contact report and I'm hitting a snag since we deal with over 50k records at a time. Is Dataloader the only way of importing to the reports if ...
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1answer
83 views

Can you create website event tags for email campaigns?

I am looking for a way to create website (GTM) campaign tags for our email campaigns so that we have data in marketing cloud on how our customers are behaving on our website.
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1answer
74 views

How to setup website tracking in salesforce marketing cloud org [closed]

In the marketing cloud there is feture for tracking website user, visitors. How do we get MID/Businees unit id (in tracking code setups it's asking for)?
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2answers
32 views

Email Account Owner for Contact as campaign member and Lead Owner for Lead as campaign member

I need to send an email based of following Case1: When campaign Member status = “Attended “ and campaign member type = “Contact” Then - send an email to campaign member’s account owner. Case2: When ...
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1answer
334 views

Email personalization when sending to Salesforce report or campaign

How can we personalize the emails when sending to Salesforce Report or Campaign? How do we use personalization strings with data from Salesforce as Reports and Campaigns? or should we directly use ...
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1answer
43 views

Formula field to count total Accounts linked to Campaign via Contact

Is it possible to count the total number of Accounts (via Contacts) within a Campaign? I would like a field that says something like 'Accounts in Campaign' alongside the other similar fields shown ...
2
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1answer
50 views

MC Attributes in Salesforce Org

I'm working on Distributed Marketing (DM). I have created an Email Template in MC and configured with Salesforce Campaign for sending Email from Salesforce Org to the Leads/Contacts. I have added ...
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2answers
157 views

How to set Email Address as Primary Key on a Salesforce Campaign Entry Source Data Extension

I've created a journey using the Salesforce Campaign entry source. The entry source will enter records from 3 different SF campaigns. There's a possibility there will be duplicate emails in each ...
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1answer
283 views

Campaign and Campaign member relationship

I wanted to get the structure of Campaign and Campaign Member in Salesforce. these two objects are connected via Lookup in the system but on the Campaign(Parent) object, it allows me to create a Roll-...
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1answer
534 views

Apex Error No such column 'ParentCampaign' on entity 'Campaign'

I'm trying to make an SOQL query to the CampaignMember table, which checks both the Campaign of the CampaignMember and the ParentCampaign of that CampaignMember. The Campaign.ParentId works, but the ...
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1answer
118 views

Campaign ID and Audience ID in SFMC? [closed]

Where can I find the campaign ID and audience ID in SFMC?
2
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1answer
640 views

Problems with campaign member status field value

I'm trying to add campaign member status picklist value as per the document Add campaign member status value, followed all the steps this value is now available for that record only even this value is ...
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1answer
185 views

testing upsert campaign members gives error: INVALID_CROSS_REFERENCE_KEY, invalid cross reference id: []

Testing my apex controller in my dev org runs fine. However, testing the same file in another dev org gives error INVALID_CROSS_REFERENCE_KEY, invalid cross reference id: [] Here is the controller ...
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1answer
192 views

Tags in Marketing Cloud Campaings

Is there a way to create Analytics Builder reports basing on campaign tags? I don't see such an option in the following reports related to campaigns: https://help.salesforce.com/articleView?id=...
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1answer
50 views

Help fixing trigger/class for Campaign lookup fields

I have a couple of custom Campaign lookup fields on the Contact object called First Campaign and Most Recent Campaign. These lookup fields need to get populated with the ID of the appropriate ...
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1answer
425 views

Connect Individual Email Results from Marketing Cloud to Campaign in Sales Cloud

this is our situation: We are using Marketing Cloud as a tool to send out emails to customers. Sales Cloud is being used to store the customer data and perform all the reporting etc. We are now ...
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1answer
62 views

Campaigns - advanced setup

I created custom statuses in the Advanced Setup within Campaigns (SFDC, Classic). Do you know how to add this Advanced Setup to LEX? I found one doc (below link), but don't know how to add Campaign ...
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2answers
807 views

The campaign field is missing from Lead layout in Lightning

When creating a new lead in Lightning, we were able to select the related campaign. This field is missing from Lightning. I see there is an idea for that: https://success.salesforce.com/ideaView?id=...
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1answer
32 views

How to add Contact to appropriate Campaign

I have a 'Highest Priority' field(declarative rollup summary field) on contact object. I have some campaigns namely Red, Orange, Blue, Green, White which are mapped to the 'Highest Priority' field. I ...

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