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Questions tagged [campaign-member]

CampaignMember represents the association between a campaign and either a lead or a contact.

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1answer
25 views

How to update campaign member status throughout a journey

I have a journey that uses a Salesforce campaign as the entry event. This campaign has 7 statuses (Added, Sent, Opened, Clicked, Registered, Attended, and Not Attending). I’d like to track and update ...
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1answer
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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1answer
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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0answers
15 views

Error when validating a Change Set: “In field: excludeButtons, no such standard action”

I'm deploying from a Sandbox(Develop) into another Sandbox(Partial) but when trying to validate the Change Set got the following error referring to Campaign Member Page Layout in target org: 'In ...
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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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1answer
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
32 views

Formula that uses IF statements not working

I am trying to use a formula field on the Campaign Member object to pull from either a Lead or Contact. The Formula Text field works but the Formula Number field does not, and I am not sure why. So ...
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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
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
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
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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1answer
15 views

Updating Member Status Options?

Hello Stack Exchange! I'm really struggling to find the option to create new labels for the Campaign Member Status picklist. We'd like them to reflect RSVPs for events as this is the primary use ...
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0answers
210 views

Not covering batch execute method querying CampaignMember

AccountActivityUpdateBatch class execute method is not covering the for loop. Here is my test class. @istest public class AccountActivityUpdateBatchTest { @testSetup static void setup() { ...
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2answers
38 views

CampaignMember SOQL query

In my apex code I want to retrieve a campaignMember with a given email. The query [SELECT status FROM campaignMember WHERE email = :emailVar]; Returns the problem message No such column email ...
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1answer
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
107 views

Marketing Cloud send to Campaign personalization

Trying to show personalization strings from Campaign and CampaignMember object when doing a send to Salesforce Campaign via Marketing Cloud and later also pass these on to a Cloud Page. Based on ...
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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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0answers
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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1answer
79 views

Update SF Campaign Member Status Using AMPSCRIPT

I am trying to update a Campaign Member Status record using AMPSCRIPT. I am using the following AMPSCRIPT to do this: %%[ var @campaignmemberid,@response set @campaignmemberid = QueryParameter('...
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6 views

Ensure same account manager has same accounts over multiple campaigns?

We have 6 account managers who reach out to customers who have registered with us. We contact them at 7 days, 45 days and 90 days (three separate campaigns) Currently, I have to run a report in ...
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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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0answers
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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1answer
51 views

Pro/Con for Salesforce Send (Report vs Campaign)

Are there any Pro/Con for Salesforce Sends using Marketing Cloud Connect between Reports and Campaigns? Why would you send to a Report versus send to a Campaign?
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1answer
82 views

Unable to create a Master-detail link on Campaign Member

I have a scenario where I have to roll up the count of active campaigns that a contact is enrolled in. To achieve this, I tried to create a master-detail on the Campaign Member to the contact. But I ...
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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
257 views

500 error on Cloud Page

Here is the code on my cloud page. I'm a trying to change the status of a campaign member to Responded if they click on the RSVP button in an email. I am getting a 500 error. Does anyone see ...
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1answer
180 views

Unit test keeps failing an “Insert” Campaign Member Status Apex Trigger (works in UI)

I am trying to write a Unit Test that passes an Apex trigger for inserting 2 custom CampaignMemberStatus records. The trigger is performing as expected in the Sandbox UI as an end user, however it ...
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1answer
53 views

How can I report all accounts that don't have any CampaignMembers for a specific campaign?

I have a request for reporting on all accounts that don't have at least 1 contact that is a Campaign Member on a specified campaign, but I'm struggling to build this report. It feels like cross ...
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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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0answers
15 views

Getting error in uploading network member group object in salesforce

I am trying to upload permissionset id and networkid to networkmembergroup but getting this error. duplicate value found: <unknown> duplicates value on record with id: <unknown> How ...
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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 ...
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1answer
233 views

Journey Builder for SF Campaign Children

So I've created multiple SF campaigns (recruitment fairs) that need to be separate for reporting purposes. I've also grouped them under a parent campaign (all recruitment fairs for a particular time ...
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2answers
700 views

Retrieve Open/Click/Bounce report on Emails Sent to Campaigns

We are sending emails from Marketing Cloud to Campaigns on the Sales Cloud. We want to retrieve the Open/Click/Bounce etc. data on the emails against a contact in a specific campaign, so we can update ...
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1answer
330 views

How to create a object specific quick action on Campaign member?

I have a requirement to convert onclick JavaScript button on campaignMember object to lightning compatible button. I created a lightning component handling the logic of the onclick javascript button ...
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0answers
20 views

Campaign member standard field access issue

I am trying to get the Campaign members with some criteria from a Dot net system. While I am trying to query the campaign members getting this following error. InvalidBatch : Failed to process ...
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1answer
196 views

Email sent to a campaign members not changing campaign status

We have sent email to campaign members, we can see the contact have recieved the email and opened. But we want also when contact clicked on email the campaign member status should change to clicked ...
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1answer
179 views

Is it possible to create CampaignInfluence records via apex?

As per https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_campaigninfluence.htm this documentation salesforce has started exposing CampaignInfluence object. But when I ...
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1answer
220 views

Update CampaignMember Status picklist

I came across a weird problem when i was trying to replace the CampaignMember status picklist with 2 new values(Invited/Attended). I deleted Sent/Responded values. It worked fine on the existing ...
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1answer
611 views

Updating campaign member status in SF when email invitation is sent from MC?

We have a working connector between SF and MC. When an invitation is sent via email from Marketing Cloud to campaign members in Salesforce, we want the status to be updated from "Will be sent" to "...
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1answer
364 views

Journey Builder - SF Event Campaign as Entry Event [duplicate]

We are trying to configure a Journey using SF campaign as Entry Event.The Campaign Members with Status "Approved" enter the Journey and a "Save The Date" email is sent.This is working fine but we need ...
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1answer
68 views

Company Communities user access to report on Campaign data - possible?

I have Company Communities license users who need to view a report on a Campaign with CampaignMembers. I know this license doesn't have access to these objects, but is there a way for them to just ...
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1answer
344 views

Campaign Member Status update

I have a task which has a custom pick list. Any changes to this field should fire a change in related campaign member status change. I am trying to achieve this through process builder. But I am not ...
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1answer
136 views

How to Sub-Query CampaignMembers from Leads?

I'm having an issue where when I subquery for CampaignMembers associated with leads, nothing is returned. I am 100% certain that the leads I'm testing with have campaign members associated with them. ...
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2answers
32 views

See Custom Account Field in Contact List View

Thank you in advance for reading this! We would like to create a Campaign for all Contacts that are associated with Accounts that have a value selected for a custom picklist field. Example- We have ...