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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13 views

Influenced Opportunities vs Opportunity related list in Campaign layout

I'm looking to find an appropriate explanation of what is the main difference between the Influenced Opportunities vs Opportunity related list in Campaign layout. After I had enabled the Campaign ...
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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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18 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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34 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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43 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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23 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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17 views

Disable the feature- 'Enable Connected Campaigns and Engagement History'

Our Pardot admin, clicked the 'Enable Connected Campaigns and Engagement History' checkbox and 'Master Record Type' Checkbox in Pardot. As a result, Pardot has now become read only. What are the ...
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46 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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24 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 ...
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29 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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45 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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37 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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17 views

Campaign Data from Salesforce to Eloqua

I am looking to send campaign data from Salesforce to Eloqua. I am just not sure what the best approach is or if there is anything built in that can help me do this. If not would the only way be to ...
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134 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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25 views

Campaign ID and Audience ID in SFMC? [closed]

Where can I find the campaign ID and audience ID in SFMC?
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62 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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15 views

Need a report that show the statuses available for campaigns

I would like to generate a report that shows my org's campaigns and the statuses that are available. I am not seeing a report type that provides this information. It seems like it should be easy -> ...
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64 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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13 views

No “Prospect Lists” Available

I'm getting the following error and not able to see the drip campaigns under Prospect Lists? Any idea how to fix it? Prospect could not be found matching email: 'leadEMAIL'
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32 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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13 views

Campaign aggregated data

Can someone guide me in the correct directional steps on how to get aggregated campaigns data in Marketing cloud via api? I can pull from different email sends but I am looking to get for all ...
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40 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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97 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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10 views

Campaigns - custom status & cloning in LEX

I would like to have custom statuses on campaigns. In Classic it works via cloning the campaigns - then we don-t have to set up the custom status for every particular case. After performing some ...
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21 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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178 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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27 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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30 views

Campaign Marketplace not working

I already have campaign records, but I can't see anything in the component I have salesforce license, and I am sys.admin The marketing user check-box is checked It is in sandbox. Thanks in advance ...
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29 views

Trigger for First/Most Recent Campaign on Contacts

trying to write a simple trigger for populating a couple of custom lookup fields on Contacts. We have 2 custom fields called "First Campaign" and "Most Recent Campaign". I'm trying to get "First ...
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38 views

On creation of campaign in Pardot, Send an emails to users and Tack if the users have accessed/Open that mail

We need to build a Campaign in Salesforce Marketing Application called Pardot, Where we need to create a Campaign which will send out an email with a webinar link to the list of users and we need to ...
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57 views

SFDC Campaigns: Updating responded checkbox, but campaign members not udpating

I've found several Campaigns where the Campaign Member statuses were incorrectly marked as Responded. Take an Event campaign for example: the member statuses "No Show" and "Registered" had the ...
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59 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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77 views

Email Tracking Converstion in Salesforce Markting Cloud Analtyics builder

I am not able to track conversion in Analytics Builder. I have associated a campaign to an email and also I have used an URL which redirects to the website in the email. example : <a href="https:/...
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73 views

How do you automatically assign an Salesforce Campaign to a Salesforce send within SFMC?

The send must originate from the SFMC UI and not send to the campaign record. Is there anyway to assign a Campaign to an email send based on a rule? For example, we are using Marketing Cloud data ...
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149 views

Journey Builder “Send Email” activity not triggering from Salesforce Campaign entry source

I have a journey set up where the entry source is a Salesforce Campaign. The very first item on the journey is an email send, as seen below: However, when I go to activate the journey, it doesn't ...
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115 views

How to add parent campaign members to child with different status?

We are using campaigns as course and lesson attendance. The parent campaign is the course name, and each weekly lesson is a child campaign. -- Math K3 ---- Math K3 20181204 ---- Math K3 20181211 etc.....
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15 views

Intelligent email campaigns with SalesForce

I'm wondering if I can get some help in the email campaigns & newsletter topic: We want to implement some automations regarding newsletter subscriber TO hot-lead conversions, and I'm curious if ...
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31 views

How does a campaign member create date affect the opportunities associated?

We're in the process of associating contacts with old campaigns but I'm unsure of this scenario: Campaign is created in January 2018 Contact X is added to that campaign as a campaign member in ...
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36 views

Campaign Influence - Records with >0% Attribution

I have been trying to set up Campaign Influence with Records with >0% Attribution but I don't see any Campaign Influence records created when I added contacts(via Contact Roles) to an Opportunity. ...
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323 views

Opportunity was NOT connected to Campaign - how to fix?

I had a lead created on 10/15 and added to a campaign. Then on 11/1, that lead was converted to both a contact, opportunity, and attached to an existing account. When I look at the details for the ...
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119 views

MailChimp Campaign Hourly Stats taking up too much data in the Storage Usage

I am having an issue of MailChimp Campaign Hourly Stats taking up too much data in my Salesforce environment. When I open my Salforce Storage Usage nearly all of my storage data is taken from ...
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171 views

How to roll-up Custom Object field values onto Standard Campaign Object?

I want to create custom roll-up summary fields on the Campaign object from a custom object/field like Appointment__c.Price__c or Invoice__c.Amount__c. But roll-up summary doesn't give me access to ...
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65 views

How do I create a custom report type with Campaign and Person Account

Background I have these objects: Person Account Appointment Invoice Invoice Line Which have these relationships: Appointment has a lookup to Person Account Invoice Line has a master-detail lookup ...
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41 views

How to create a flow that runs through each contact on the task, and adds them to the campaign members [closed]

Business requirement A process that starts a flow A flow that runs through each contact on the task, and adds them to the campaign. Campaign Members created in this way should have their own special ...
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110 views

Process Builder: Criteria for Member Deleted from Campaign

From within Process Builder, I would like to setup a criteria such that every time I delete a contact from a campaign, it would kick off an action. To detect deleting a contact, I have setup the ...
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137 views

How to use Campaign's Name in an Email sent with 'Send List Email' feature?

I'm composing an email to be sent to all members of my campaign. I use Summer '18 Release's new feature which is mass email sending through the campaign object. What I need is putting Campaign's ...
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193 views

Using Flow to add lead to a campaign

We have leads coming in from various sources. Depending on the source of the lead, the lead should be attached to a specific campaign. How would we leverage process builder and flow to automate this ...
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2answers
30 views

Tabs and Add to Campaign for Standard / Customer Objects

Hello Stack Exchange. Salesforce newbie here. I manage the back-end of a charity working with entrepreneurs, and I'm responsible for making basic admin changes and maintaining our Salesforce system. ...
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91 views

insufficient access rights on object id on CampaignMember

I am updating CampaignMember status using SOAP API and it is throwing insufficient access rights on object id Am using a System Admin user and it is working fine for other campaigns but failing ...
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503 views

Acces to campaigns in Standard Platform User Profile

We have a user with "Salesforce Platform" license. How can we give campaigns access to "Standard Platform User" Profile user.