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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What is the best way to determine when a campaign has had a new contact added to it?

If I want to use Salesforce's REST API to return campaigns who have recently had members added to them, what is the easiest way to do so? I am trying to do this externally, using authentication ...
bearplane's user avatar
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1 vote
1 answer
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Querying Salesforce Campaigns for Newly Added Contacts

I'd like to pull all of the contacts who have recently been added to a campaign using HTTP requests (from an external application). My current method is using a GET request with the URL /sobjects/...
bearplane's user avatar
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1 vote
1 answer
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Test Class: How you you create a BrandTemplate for use in test class?

I am currently working on testing related to sending HTML email messages using templates. A template requires the BrandTemplateId to be assigned in order to be created. I have tried to create a ...
Kevin's user avatar
  • 295
0 votes
1 answer
663 views

Campaign Member on Contact Related list

how can I add "Campaign Member" to the Related list on the Contact object? The Campaign Member has a lookup relationship to Contact and it seems to be fine. The only object where can I show Campain ...
Michal Targiel's user avatar
3 votes
1 answer
33 views

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 ...
Jose Manuel Martín Fluxá's user avatar
3 votes
0 answers
111 views

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 ...
ssj's user avatar
  • 33
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1 answer
155 views

Marketing Cloud - Mobile Connect Campaign Codes and Tags

In Mobile Connect you can create a Campaign to associate with your SMS messages. Can someone explain to me the purpose of the 'Campaign Code' and 'Tag' option. Surely if it's for reporting then the ...
Rob Ox's user avatar
  • 19
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1 answer
362 views

Utilizing Date Time Lookup in AMPScript on Marketing Cloud

I'm trying to run an AMPScript in my emails where I'll be able to link in some meta data on my subscribers. I'd like to utilize when they signed up as a point to discern if the subscriber is new, ...
user68909's user avatar
1 vote
1 answer
685 views

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 ...
Michele Kleinhomer's user avatar
-3 votes
1 answer
515 views

How we write trigger on campaignMember, When we added any contact A into the campaignMember [closed]

How we write a trigger on campaignMember. When we added any contact A into the campaign member. I need to add all contact into the campaign member who is associated with the account of contact A. ...
Ashish Nigam's user avatar
1 vote
1 answer
2k views

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 ...
Salvation's user avatar
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0 votes
1 answer
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Campaigns tab not visible to admin, yet visible to other users

As an admin, I cannot make the Campaigns tab visible to myself. I have checked everything that I can think of, but no success: OWD Checkbox 'Marketing User' for my user account Access to Campaigns ...
Sander de Jong's user avatar
0 votes
1 answer
337 views

Lead is not flowing from Linked Lead Gen Form

I have configured the LinkedIn Lead Gen as per guidelines in Release Note. And also I am running the campaign on LinkedIn that are capturing the leads. The lead count is increasing in the LinkedIn ...
Rakesh Kumar's user avatar
4 votes
2 answers
5k views

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 ...
Girish's user avatar
  • 137
0 votes
1 answer
3k views

Influenced Opportunities Related List on Campaign not showing Opportunities

I have a Influenced Opportunities related list that is showing no opportunities on the Campaign page but when I click on the related list I can see the opportunity records. The opportunities have "...
MMeadows's user avatar
  • 501
1 vote
0 answers
168 views

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 ...
fromero's user avatar
  • 1,019
1 vote
1 answer
216 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 ...
BoLt's user avatar
  • 129
0 votes
1 answer
217 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.
dindymolan's user avatar
-3 votes
1 answer
237 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)?
Umesh Beti's user avatar
0 votes
2 answers
278 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 ...
SMorse's user avatar
  • 37
1 vote
1 answer
920 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 ...
Ludivine L's user avatar
0 votes
1 answer
319 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 ...
vincelockyer's user avatar
2 votes
1 answer
184 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 ...
Subham Jaiswal's user avatar
1 vote
2 answers
613 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 ...
Greg Beazley's user avatar
2 votes
1 answer
1k 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-...
Anurag's user avatar
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1 vote
1 answer
1k 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 ...
Mads Peter Rommedahl's user avatar
0 votes
1 answer
520 views

Campaign ID and Audience ID in SFMC? [closed]

Where can I find the campaign ID and audience ID in SFMC?
CAR's user avatar
  • 69
2 votes
1 answer
3k 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 ...
Atul Rakate's user avatar
0 votes
1 answer
633 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 ...
Vishnu Varma's user avatar
1 vote
1 answer
521 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=...
Klaudia Dmowska 's user avatar
1 vote
1 answer
69 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 ...
Patrick Marks's user avatar
0 votes
2 answers
2k 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 ...
chrissik's user avatar
  • 135
0 votes
1 answer
242 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 ...
paula's user avatar
  • 17
1 vote
2 answers
3k 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=...
Saariko's user avatar
  • 5,471
0 votes
1 answer
69 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 ...
Student's user avatar
  • 565
0 votes
1 answer
227 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 ...
necejfvr's user avatar
0 votes
1 answer
177 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 ...
Patrick Marks's user avatar
0 votes
1 answer
101 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 ...
RAD's user avatar
  • 1
1 vote
1 answer
652 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 ...
James Gunn's user avatar
0 votes
1 answer
1k 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 ...
Oliver's user avatar
  • 101
1 vote
1 answer
1k views

Email Tracking Conversion in Salesforce Marketing Cloud Analytics 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:/...
Advait's user avatar
  • 47
2 votes
1 answer
863 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 ...
Jackson Chen's user avatar
  • 4,632
1 vote
1 answer
768 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.....
Saariko's user avatar
  • 5,471
0 votes
1 answer
28 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 ...
Laureant's user avatar
  • 239
1 vote
1 answer
280 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 ...
Ryan Castillo's user avatar
0 votes
1 answer
4k 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 ...
Devin Pearman's user avatar
1 vote
1 answer
663 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 ...
lemdev's user avatar
  • 407
2 votes
1 answer
619 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 ...
Robs's user avatar
  • 8,907
1 vote
1 answer
899 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 ...
Robs's user avatar
  • 8,907
0 votes
1 answer
943 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 ...
Kathy M's user avatar
  • 13