Questions tagged [campaign-member]
CampaignMember represents the association between a campaign and either a lead or a contact.
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How to automatically delete Campaign Members using a flow
So, I am developing a record triggered flow that will create or delete campaign members depending on the status of 5 custom checkboxes in the Lead object, so, when the checkboxes are ticked or ...
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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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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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Created trigger on Campaign Member, error when adding lead to campaign
I created a trigger to add the recent campaign to the contact record. An error now occurs when adding a lead to a record.
Error when adding lead to campaign: UpdateContact: execution of BeforeInsert ...
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Help selecting fields in flow - Primary Campaign on Opportunity Record
I have been unsuccessful recreating a flow that populates the primary campaign source on the opportunity record before save. I followed step by step instructions however I can not correctly identify ...
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How can i show the Campaign Name on a Lead field
So I've been trying to use a trigger. But it's not working. Ive created thid method that gets called in afterInsert and afterUpdate. So I'm testing it by adding a lead on Campaign Member and nothing ...
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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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Person Account creation AND Campaign Member activity in journey
enter image description hereIn SFMC, I have created a DE and CloudPage with Smart Capture form, to collect email address and some other fields. This CloudPage is the entry/trigger for a journey. What ...
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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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How to assign leads to a campaign using der Data Import Wizard (for leads)
I want to import leads with a CSV-file and assign them to an existing campaign. The CSV contains a field 'campaign' with the name of the campaign.
If you import the CSV with the Data Import Wizard ...
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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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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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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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Querying CampaignMembers based on Lead fields
New to Apex and code in general so I would appreciate any recommendation on how I´m approaching this problem.
My Lead Object has a custom field utm_content__c that will hold as value the Id of the ...
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How can i mass update a checkbox on campaign members from a related list?
i have added a lookup to a custom object on campaign member that shows them on the related list for my custom object. i need to be able to show a checkbox for a custom fields on campaign member, '...
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Custom Campaign Member URL button Lead Conversion
I have created a custom lead conversion process. Now I have a requirement to add that custom process to campaign members.
To do that I created a URL Detail Page Button. I thought what I did would work ...
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Journey builder entry based on changing Campaign Member status?
Trying to figure out how best to automate emails for an event series. There are 2 time zones for the event series.
The plan was 2 separate journeys...
Send invite to campaign members (Status is ...
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Flow Duplicate Value Error when trying to add a campaign member
I have a flow where I want to add users with a specific profile to new campaigns as campaign members. Users with this profile all have contact records with the same email address as the email on their ...
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How do I import excel xlsx or csv file into salesforce?
This it's my first time using Salesforce, I want to know how I can import the XLSX or converted into CSV file to Salesforce.
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When merging two contacts in the same campaign with different campaign statuses, which status "wins"?
When two or more contacts belong to the same campaign and are merged in Salesforce, which campaign status is kept? For instance, contact A is in email subscription 1 with a status of "Subscribed,&...
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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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Python Simple Salesforce - Upsert to CampaignMembers Object
I am trying to find an automated way to add contacts & leads to existing campaigns by using simple salesforce to upsert records to the CampaignMembers object. I have a CSV file with CampaignId and ...
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Why do I NOT get an Owner.IsActive field when I Query Lead in my trigger (When Testing)?
In short: my Test Setup Method Creates Accounts/Contacts/Leads/Campaign/etc
I connect all of this data in my Test Setup method.
I update the data in my Test Method.
I query the Contacts and Leads, ...
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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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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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Tagging Lead with most recent pre-mql campaign (help with trigger)
I need some assistance, and greatly appreciate any help I can receive. I am trying to tag a lead with its most recent pre-mql campaign. The code I have does in fact work on insertion of a campaign ...
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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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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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Email a lead on adding as a campaign member
I've created a registration form via a public site where a lead is created and immediately added to a campaign via a visualforce page and custom controller (not web to lead).
The coding is the easy ...
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what is the difference between campaign member "Member First Associated Date" and campaign member "Created date"?
what is the difference between campaign member "Member First Associated Date" and campaign member "Created date"?
Object: Campaign Member
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NavigationMixin for standard_recordrelationshipPage using a listview developername
Question:
is there a way to use a developer name of listview in a standard_recordrelationshipPage?
In Account object I created a custom single related list in LWC called Active Campaign Related List.
...
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Facing issues in bulk update via data loader
I am trying to update the records in campaign member via data loader.
It keeps throwing me this error INSUFFICIENT_ACCESS_OR_READONLY: insufficient access rights on object id
Like this I have 1 lakh ...
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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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Campaign Influence without Contact
We have enabled Campaign Influence in our org, and it seems to be working correctly. But looking at a Campaign Influence report, it appears that about 20% of Campaign Influences do not seem to have a ...
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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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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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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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Mass edit a Campaign Member Blocktable
My team is using campaigns extensively for a handful of different recordtypes and a lot of time is wasted by having to click into each campaign members records to update information.
I set out as an ...
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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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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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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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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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Lead ListView SOQL query with CampaignMember.Status fails through REST API
I'm trying to retrieve results from a Lead List View SOQL query via the REST API and found that the API always fails when the List View includes references to CampaignMember.Status. Based on the ...
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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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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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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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Using Journey Builder to update campaign member for both leads and contacts
We have a journey which both contacts and leads are injected into it. We would like to add both of those to a SF campaign without using using multiple decision splits and update campaign member ...
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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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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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Import new contacts and campaign members together
I have a CSV file that includes contact's first name, last name, and email address. The file also includes campaign names. These contacts do not exist in the Salesforce. Is it possible to add these ...
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