Hi!
Scenario: we create a Campaign tied to a form on our website. A Prospect fills it out and gets added to the associated Campaign with a Campaign Member status = Responded. From there, an Opportunity is created + the Campaign they were added to reports out under the different Campaign Influence Models (Primary Campaign Source + Pardot Models (First, Last, & Even). The Campaign met the auto-association rule settings.
Then, say the same Prospect submits the same form a year later. They are already a Campaign member with that status. From what i tested the timestamp will update on the status, BUT Campaign Influence tracking by default wouldn't work here as the calculation for time frame with the auto-association rules is:
Opportunity Created Date − Campaign Member Created Date ≤ Configured time frame
The Campaign member create date now falls out of the
time frame auto-association rules, BUT the new submission did generate another Opportunity. Primary Campaign Source could populate here if that same Campaign is still the most recent Campaign member Create date for the Prospect.
Thoughts?
Thanks!
appreciate the response here!
The other item to note about forcing MCAE/SF to generate a new Lead (always) is that this will create duplicate records, which will split engagement data + can create a mess quickly (if Sales isn't merging records correctly)
Yeah... I think this is the last missing piece for Campaign Influence. Campaign Influence will never be perfect and to me it's used more for trends, but to me this is a big missing piece. I thought of updating the Campaigns regularly as well, but that creates more admin. burden/risk of missing one (I will note that sites can have many generic pages with request more information/consultation forms that sit for a while) + isn't the 100% solve as we could get Prospects submitting the same form multiple times before we create a fresh campaign and associate it to the content.
The Flow is a good idea to automatically create new campaigns for "always on" campaigns. We'd just need to remember to associate the new campaigns to the applicable content in MCAE.
One idea I have is to create SF Tasks from MCAE. With that, use External Actions to create a File/Note on the task of the form submission + define the task subject line (use a Flow). Then, we align the task status field (or custom field) that Sales uses to work the "re-engagement". If the status/custom field reaches a certain stage, then an Opportunity is automatically created using a Flow + the task is related on the activity. With using naming conventions, we can report on Activity (Tasks/Subject Line) + Opportunities. We would then use both Campaign Influence + this Task reporting to get the full view.
Another possible idea would be to send the campaign information when the External Action is executed in MCAE and associate it to the SF Task using a custom field, then the campaign could be auto-populated on a custom field on the Opportunity if the specific status/custom field reaches a certain stage on the Task. With this set-up, the custom campaign field on the Opportunity works the same way as the PCS model, but we include a time frame on the custom field to make this more accurate as the PCS field takes whatever campaign is the most recent create date.
Added this to the IdeaExchange -
https://ideas.salesforce.com/s/idea/a0BHp000017JmaJMAS/campaign-influence-always-active-campaigns-campaign-member-reengagementThanks!
