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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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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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34 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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22 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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8 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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10 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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20 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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25 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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1answer
21 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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1answer
26 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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1answer
30 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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1answer
21 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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1answer
44 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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1answer
52 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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1answer
41 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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1answer
39 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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1answer
48 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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1answer
13 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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1answer
17 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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18 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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52 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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1answer
93 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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1answer
119 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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40 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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1answer
36 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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45 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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1answer
68 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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1answer
92 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
24 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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66 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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9 views

Access Inactive Campaign Types [duplicate]

Using Campaign.Type.getDescribe().getPicklistValues() I can get the Campaign types that are active. How do I get a list that includes the inactive ones? My current workaround has me iterating on all ...
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2answers
272 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.
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23 views

Google Analytics & Dynamic content with Ampscript

In marketing cloud, I'm building ampscript dynamic content (generated in content blocks) in various campaigns and journey builders and I'm wondering if I can track the performance of each dynamic ...
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117 views

Campaigns with Leads and Converted Lead Information and Contact Roles

I'm trying to run a report to see how campaigns are performing for leads that were converted to contacts and their associated opportunities. I'm seeing some situations where Opportunity is showing up ...
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2answers
43 views

How to get campaign owner from campaign member

trigger SendEmailOnDeleteCampaignMember on CampaignMember (after delete) { CampaignMember cmp = trigger.old[0]; Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage(); ...
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50 views

Display “Campaign History” as a related list on Account Detail Page

As of now, Campaigns are showing up as a related list (i.e. "Campaign History") on the Contact detail page, if the Contact record is a Campaign Member of a Campaign. I would also like to display the "...
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2answers
40 views

Campaign - Opportunities in Campaign field

Silly question but I have researched the Campaign Fields with no luck for my answer. I was looking at the Campaign, the field Opportunities in Campaign(NumberOfOpportunities) I expected this to be a ...
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37 views

Duplicate Campaign Objects as Custom Objects

Ok, I got a good one for you all. So I am in the process of setting up our Salesforce environment and would like to duplicate the campaign objects as custom objects while retaining the standard ...
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27 views

Is there a way to associate an email with either multiple campaigns or multiple tags?

We need to be able to tag an email/social/asset/any type of content with multiple tags. For example: We have an email coming from our Annual Giving department (a subset of our Capital dept) for BC ...
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115 views

Can automation studio be scheduled for multiple activities to run every hour?

Can automation studio be scheduled for multiple activities to run every hour? We have a number of campaigns that needs to send emails immediately and I can do it by automation but my concern is that ...
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1answer
97 views

Is it possible to combine rows within an SOQL query

I am currently writing a query for the Campaign Members collection. The collection contains many sets of CampaignMembers that are identical in every queried field except for CampaignId When ...
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1answer
115 views

Trigger Not Working on Campaign Members From Child Campaigns

So I have this apex trigger I wrote which is working just fine. I am currently experiencing a very weird issue where the Trigger does not work if the Campaign where the campaign members are from has a ...
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1answer
340 views

Setting a Campaign Member RecordType automatically based on the Campaign RecordType

So far I've seen the Campaign Member Record Type is set based on the Campaign Member Type field which the Campaign has. What I need is to set the Campaign Member RT based on the Campaign's RT. Is ...
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1answer
21 views

Contact Merge Showing this error

I was trying to merge two contacts which throw this error.
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2answers
439 views

How to add a lead to a campaign in Apex code

Is it possible when adding a lead via Apex code, to set the campaign that the lead belongs to? I have a published app which retrieves lead data from an external API. The app can create a lead with ...
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1answer
36 views

can i assign and send out coupon codes by query

i have a campaign in which coupon codes should be emailed to new customers who are entered in a data extensions. I already have a coupon data extension with code and IsClaim flag which is FALSE by ...
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1answer
39 views

Help with Trigger Test Class [closed]

I am unable to get the required code coverage for this trigger. trigger Site_visit_update_in_campaign on Opportunity (after insert,after update,after delete) { public Boolean s1NullCheck=...
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1answer
49 views

What is Revenue Attribution in Customizable Campaign Influence?

In 'Customizable Campaign Influence' documentation, its written that there are two types of Record Preference for the model - To create records every time a campaign touches an opportunity, choose ...
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1answer
231 views

Mass delete all campaign members Salesforce

I have Three campaigns in sales force. Each campaign has 2000 leads. I want to remove all the leads from campaign at once. But not delete the campaign, Is there a way to mass delete all the campaign ...
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139 views

Salesforce files unable to access document with partner user

We have the following scenario: - Partner user as access to Campaign record - An internal user add a File related to this Campaign Record Partner user is not able to access the content document, and ...
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1answer
121 views

Remove campaign member from Salesforce in AMPscript

Is it possible to remove a campaign member from particular campaign using AMPscript? As far as I know there's no function like "DeleteSalesforceObject" (in contrary to CreateSalesforceObject). I'd ...