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K Holby ha postato in Nonprofit Hub

Hi, I would like to make a report which tells me how many Contacts/Leads are in more than one Campaign of a particular type.

 

To give the context, my NGO works with petitions. People who have signed a petition are logged as Campaign Members (Leads or Contacts) of a Campaign with Type = Petition

 

In order to be in a Campaign of this record type, the Contact/Lead must have an email address. So, I created a report on Campaign Member and have grouped by email address (on the understanding that if an email address appears more than once in the report, then the Contact/Lead is in more than one Campaign.)

 

But how can I subsequently see how many email addresses are in the report in duplicate?

 

Or, maybe I am starting from the wrong report type!

 

Can you help me find how many Leads/Contacts have signed more than one petition?

4 commenti
  1. 4 giu 2021, 10:02

    Thank you Justin and Steve.

    I have grouped on ContactID/LeadID as well, but it still results in the error.

    I wondered if instead I could use a roll-up field on the Contact/Lead object that shows how many campaigns with Type=petition.

    Perhaps using Roll-up Helper or another app (if there is a good free one).

    What do you think?

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