Step 1, I create a new campaign for a specific project we are working on. As a youth sports company one example would be 'California Baseball Proepecting Campaign'.
Step 2, I pull a report of current accounts and contacts in Salesforce and add these users to the campaign as New members.
Step 3, I sync these contacts into a 3rd party marketing automation service we use. This service will set these contacts on an initial email journey with the goal of a contact visiting our website and signing up to be contacted by a sales rep. If this happens, the sales rep will create an opportunity, add the contact to that opportunity, and as I have understood, the opportunity will be associated with this campaign due to the contact being a member of the campaign AND being tied to an open opportunity during the timeframe of the campaign.
My understanding is that when this all occurs, the campagin view will show me Contacts >> Responses >> Opportunities >> Won Opportunities.
The Problem : Currently, members of these campaigns are being added to active, open opportunities but the campaign influence is not associating them to these campaigns. However, the campaigns ARE showing me that there are responses, opportunities, and won opporutunities. When I dig deeper, I find that the contacts who are being influenced here are not in any way associated with these campaigns. They were not members of the campaign, nor were they were not added into the campaign at any time.
For example, my California Baseball Campaign will show 15 leads that are basketball, hockey, and soccer accounts. Obviously these accounts and contacts should not be included in the Baseball campaign.
Has anyone experienced this sort of issue with campaigns, or can anyone point me to why this misassociation may be occurring?
5 件の回答
Hi @rupert,
Did you figure this out? I have the same problem. Old opportunities are getting associated with a campaign I just ran. Were you able to solve?
-Spencer
