When contacts/leads are added to the campaign from Salesforce, their status is set to Added. If they meet the criteria from a Decision Split in the journey, they will be sent an email and then a Campaign Member activity is used to update their status to Sent. After a Wait activity, if the email is opened, the status is updated again to Opened.
Table of Contents
What is a Salesforce campaign?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication (s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
What are the default campaign member values in Salesforce?
The default Campaign Member values that salesforce provides for each Campaign are ‘Sent’ and ‘Responded’. These are not, unfortunately, the most useful values for all campaigns you might want to run in salesforce.
How do I add or change a campaign status?
To add a new status, click New on the ‘Campaign Member Statuses’ related list. To change which status is the default, click Change Default Status. To change a status name, click Edit next to the status.
How do I set up campaign members in Salesforce Lightning?
You clicked on the Advanced Setup button to set the Campaign Member values. I can’t think how this button could be labeled in a way to put people more off clicking it. Frankly, it’s only marginally better in Lightning. You click on the Campaign Members Related List.
What is a Salesforce campaign status?
All Campaign Members in Salesforce have a “status” which describes the level of engagement the individual has had with the Campaign. Campaign Member Status examples include “Sent,” “Responded,” and any other statuses you wish to add to suit your marketing campaign. Campaign Member is an object in Salesforce.
How do I change the default campaign member status in Salesforce?
Navigate to Setup > Process Automation > Flows and select new flow. Select Record-Triggered Flow from the wizard. Configure the Trigger to occur when a record is created, and after the record is saved. Select Campaign as the trigger object.
How many campaign member statuses can count as a member response Salesforce?
New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members. 1.
How do you add status members to campaign values?
Answer: To add or change member status values, view the campaign and then select the Advanced Setup button up top next to Edit. Here you can change and add values as well as set the default and Responded attribute. This was done this way since you can have many campaigns with different status and default values.
What is campaign member status?
Campaigns can help you monitor prospects as they interact with your marketing assets. After a person or an account is added as a campaign member, users can apply a member status that reflects their recent activity.
How do I view campaign members status in Salesforce?
To view the campaign member detail page, click the campaign member’s name in the Name, First Name, or Last Name columns on the Campaign Members related list on a campaign detail page or on the Existing Menbers tab. Note To view a campaign member, you must have permissions on the campaign and the lead or contact.
What is campaign hierarchy in Salesforce?
A campaign hierarchy enables you grouping campaigns together within a specific marketing tactic, which allows you to analyze related marketing efforts more efficiently. A campaign hierarchy illustrates campaigns that are associated with one another via the Parent Campaign field.
What is campaign and campaign member in Salesforce?
A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time, and it’s critical for building useful marketing reports and dashboards in Salesforce.
How do I manage campaign members in Salesforce?
To add campaign members from the Manage Members page:Click Manage Members and choose Add Members – Search from the drop-down button on a campaign detail page or the Campaign Members related list.On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.More items…
How do you add campaign members status picklist values in Salesforce?
Configure Campaign Member PicklistIn Sales or Service Cloud, click Setup.Use Quick Find to navigate to Campaign Members.Click Fields.Click Activity or Status.Add new Values to the picklist.Customize the Activity or Status field as needed.
Is campaign a standard object in Salesforce?
Salesforce Campaign Object allows companies to plan, organize, manage, and track their outbound Marketing efforts. It’s an out-of-the-box feature linking Salesforce Leads, Contacts, and Opportunities with Marketing campaigns that helped generate them.
What is Salesforce campaign?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication (s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
How to create a campaign in Salesforce?
To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don’t have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record. Ask your system administrator to edit your User record and set this checkbox to True.
What is a campaign member in Salesforce?
A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time and is critical for building useful marketing reports and dashboards in Salesforce.
Can you link a lead to more than one campaign?
Lead and Contact Campaign History. Naturally, one Lead or Contact can link to more than on Campaign over time. You may even have a Lead or Contact to be associated with several Campaigns at the same time. And of course, they can have a different Member Status for each Campaign.
Can you link a Salesforce form to a Salesforce campaign?
If you don’t have a marketing tool, you can use a simple web-to-lead instead. However, in either case, link the form to a Salesforce Campaign. That way, not only do you capture the person as a Lead, but you also connect the Lead and any subsequent Opportunity to the Campaign.
Defining Member Status Values
New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members.
Replacing Member Status Values
You can globally replace the Member Status values for each campaign member. For example, you decide that “Attended” is a more appropriate value than “Showed Up.”
What are your campaign Member Status values?
Every campaign has a specific outcome. In Salesforce, the values in the Member Status picklist capture campaign outcomes. Customize your member status values to represent the possible outcomes for your campaigns.
What types of responses do your campaigns elicit?
Every campaign normally includes a “call to action” for the customer or prospect; for example, “Call our sales team at 1-800-DIAL-US.” The type of call to action determines how customers and prospects respond, and in addition, it determines how you track those responses.
