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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CampaignMemberStatus records only testable with seeAllData flag?
I wrote a trigger that creates some CampaignMemberStatus records against a Campaign automatically, and noticed that when I tried to test my logic any queries that I run for CampaignMemberStatus ...
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Campaign to contact record record field update
Is there a way to trigger a field update such that when the information about a campaign member is modified in the campaign object, it updates a field of the same member's contact record?
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Mass email a group of contact
I created a custom object named ContactGroup where I can add Contact. A Contact can have many ContactGroup and a ContactGroup can contain many Contact (so this is a n-n relationship).
Now I would ...
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Define Campaign Member Status via Apex?
I have thousand of campaigns for which I have to define campaign member statuses. Manually I know it is done via the advanced configuration on the campaign itself. But I don't think it feasible to ...
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Sending Mass email
I have 1003 contacts in my org and I want to send them all an email.
I'm limited to 250 contacts per mass email, so I would like to create lists that would split my contacts (and future contacts) to ...
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How to enable creating campaigns?
Despite being administrator for our Salesforce instance, I am not able to create campaigns. I ticked all boxes in my personal settings, but still I can see neither button nor element in the dropdown ...
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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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Campaign members coming from a custom object
When you look at campaign members, you can add leads or contacts as members. I have a need to add what we call "Examiners" as campaign members. Examiners is a custom object we have built in our org ...
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Add to Campaign not showing on report
We have a custom object called Application that is a child of the Contact. When we build a report type linking the Contact to the Application object and then generate a report from that report type, ...
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Marketing Cloud - Incorect HTTP Status Code for a Response
I am seeing too many instances of incorrect http status code returned by the REST API response. For example see the test results below:
Exampale 1: - In this example I am passing literal 'abc' as a ...
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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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What are the fields in Campaign Member Object?
I am trying to understand the use of the campaign member field status but stuck in understanding the below fields, I would like to know its functional meaning.
Details:
Instance Type: Salesforce ...
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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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How can I find whom are the converted leads from a specific campaign?
I am trying to get the converted leads from a campaign.
trying to get a Lead with converted history didn't provide the data (no campaign info).
Following Q&A states, that there is no direct ...
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Campaign Member Statuses not Automatically Created in Test Classes
If I create a new Campaign through the Salesforce UI, the Campaign Member Statuses of Sent and Responded are created automatically.
But when I insert a Campaign in a test class no Campaign Member ...
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Multi-Step campaign or Salesforce approval process on Exacttarget
I need to create multi-step campaign on Exacttarget.
Requirements:
I send survey email (step1) to my users by email and depending on response, reply with step2.a or step2.b, and so on...
I didn't ...
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Handling email forwards for Reply Mail Management within Marketing Cloud
We have a specific use case where we are facing a challenge with campaign email forwarding.
We are trying to capture email replies inside sfmc. Let's say a campaign email goes out to a customer from ...
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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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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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"Add to Campaign" button at Contact Details Page
I'm trying to customize my contact layout and our communications department wants to have "Add to Campaign" button right at Contact Details Page Layout. I tried to add standard "Add to Campaign" ...
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ExactTarget - Salesforce Integration: Adding the report or Campaign to the 'Individual Email Results' record in Salesforce
I am asking the following on behalf a client.
A features in a system requires the ‘Campaign’ and ‘Report’ field to be completed on the Individual Email Result (and for that matter on the ‘Email ...
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What is the order of assignment/autoassociate and auto response with web-to-lead?
I have a scenario, I need to auto associate new leads into campaigns, and send a customized email to them.
The auto-assignment and the auto-association both work perfect. However, the HTML template I ...
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DML operation INSERT not allowed on Campaign
I am getting below error even I am system Administrator and having CRUD permission on this object.
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Does Deleting a Campaign Cascade Delete Campaign Members?
Does deleting a Campaign cascade delete Campaign Members?
CampaignMemeber sObject documentation says "yes" (CampaignId required):
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/...
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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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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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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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Apex Class Object Constructor - Objects returns with null values
I'm new to SalesForce development. I have a basic Controller method that takes an Id for a "child" record (FundsRequest__c) and returns a Custom object that I define in the Controller class (...
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Configure "Total Value Opportunities" on the campaign object
I would like to know how are configured the fields "Total Value Opportunities" and "Total Value Won Opportunities" on the campaign object.
They sum the custom field "Marge" on the Opportunity object.
...
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progress bar formula
I am trying to develop a formula that will give me a progress bar with images in the campaigns
The idea that i want to achieve is that I have days from the start of the campaign till the end of the ...
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Field Formulas: Count Members Except Status Blacklist
I am customizing our Campaign page and adding a field called "Total Participants". I want to only count Campaign Members whose status is not equal to "No Show", "Not Attending". This is simple to do ...
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how to exclude leads and contacts that were in a previous campaign
This is not an automation or coding question.
This is a procedural question, i.e., "how to". I have researched through functionality, documentation and support questions/answeres and yet found no ...
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Add campaign information into lead auto response email
I thought this would be an easy one but its not working as expected.
I have a custom campaign type that has a "Meeting Time field" and i want to include that meeting time in an automatic email that ...
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How to show custom contact fields for campaign members' page on the campaigns tab?
I would like to know how to show custom contact fields for campaign members' page on the campaigns tab?
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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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How can I track my current campaigns in dashboard at Home Page
I have created a dashboard on my salesforce homepage but I don't know how to track my current campaigns in dashboard?
Can anybody help?
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Add Lead to Campaign in SForce through CampaignMember object gives error "entity type cannot be inserted: Campaign Member"
For the past year+ I have been adding a Lead to a Campaign through the API using code like this:
SForceService binding = GetBinding();
var cmp = new CampaignMember { CampaignId = campaignId, LeadId = ...
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SOQL query all tasks and events with opportunities and any connected campaigns
I'm fairly new to SOQL but I need to write a query that returns all activities (Events and Tasks) that are associated with an opportunity. In addition I'd like to get any campaigns that are ...
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Campaign Exclusion Report
I am having trouble creating a Campaign with Leads report and could use some help.
I have Salesforce Enterprise edition.
I have a population of 324 leads that are all campaign members of Campaign A....
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Global Campaign Member Status Update
Our business does live events every weekend and we use Salesforce Campaigns to track prospects and mark attendees.
Right now, for each campaign, we get two campaign member status, "Sent" & "...
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How to add a lead to a specific campaign via API
I'm using node-salesforce to create leads when they submit a form. I need that lead to also be part of a campaign, here is my code:
conn.sobject("Lead").create({
email : req.body.signUpEmail,
...
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Report on Campaign to show Leads Converted and Opportunities Closed Last Quarter
I need a report which shows Leads associated with in the last Quarter as well as the revenue the Campaign has generated in the last Quarter. I have been able to build to separate reports - one report ...
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What happens with my app when it contains a lookup to Campaign and we use the app in Group Edition
Image I create an app that contains a lookup field to Campaign.
The field is not mandatory, and is only used when a user wants to use it.
Can a user install the app with a Group Edition license?
If ...
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ExactTarget v5 Salesforce Integration - Tracking Analytics and Using Campaigns
My organization recently started using the v5 ExactTarget integration with Salesforce and I'm wondering if there are some best practices on using Campaigns with ExactTarget. At this point, we only use ...
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Trigger for passing picklist value from Campaign to campaign members custom field
Brand new to Apex with rudimentary programming skills.
Here's what I'm trying to do: I'm trying to pass the campaign type (email, webinar, etc...) from the Campaign to it's Members. What I'd like to ...
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How do I create an Opportunity in Apex with the standard Primary Campaign Source functionality?
I've set up some automation so that when a CampaignMember receives a specific status (Evaluation Request), a Contact, Account, and a set of project records are created. An external system notifies ...
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Campaign Hierarchy in search layout?
Is it possible to show campaign hierarchy in the search layout?
Ideally I'd like the search layout to mimic the indentation that gives a visual representation of search layout on the campaign layout ...
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how to narrow down statuses to a specific campaign
Hi I created a visualforce page so contacts are able to update their campaignmemberstatus. I used this site: https://success.salesforce.com/ideaView?id=087300000006twk
The problem is that all ...
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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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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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