the goal is to have a list that shows all members of a campain that have an active status and see or sort by last activity so that i can know who hasnt been reached out to lately. figuring a report would be the best way to do this but would be open to other ideas, custom fields ect on how to do this.
1 respuesta
Hi Derek- the tricky thing here is you're potentially looking at 4 different objects if you have both leads and contacts in your campaign (Campaign, member, leads and contacts)
But you have some options. You could run 2 seperate reports: Campaigns with Leads, and Campaigns with Contacts.
However, if you have both leads and contacts in your campaign- I'm guessing you'd like them all in one report so you don't need to look at 2. To do this, you just need 2 custom fields on your campaign member object.
Both formula fields with a date typeOne would be Contact Last Activity, forumula will be
Contact.LastActivityDate
And a second for Lead Last Activity where the forumula is similarly
Lead.LastActivityDate
These will now both show in the Campaigns with Campaign Members report like this:
if there is no activity on the record, it will be blank.
Then you can filter this report for specific member status, by campaign, etc.Hope that helps
Ashley
