Hi all, looking for some best practices on Managing Campaign Members. We are trying to implement an scalable process for allowing our sales reps to mass add their own Leads and Contacts to a Campaign in the easiest way possible. Here are some experiment I've done and the roadblocks I have hit:
1. Users can go into individual Lead/Contact records and hit the "Add to Campaign" button on the Campaign History related list, but that does not meet the requirement of mass/bulk campaign membership addition.
2. This help doc indicates that, in order to mass add Leads/Contacts from a List View, the user must be marked as a Marketing User and have Edit rights on Campaigns. I am not comfortable extending those permissions to my sales reps (
https://help.salesforce.com/HTViewHelpDoc?id=campaigns_listwizard.htm&language=en_US).
3. There's always the multi-select picklist option from which we can build reports or list views, but that does not meet the requirement of scalability...I don't want admins constantly adding picklist values just to get a campaign membership report/list together.
4. I was super excited by the addition of Topics for Objects, thinking that this would solve all of the problems. It's easily scalable, you can create List Views from Topics, and then we can use the Existing List Views, based off of topic criteria, to mass add campaign members. All the sales person has to do is assign a Contact the correct Topic. However, this simply does not work. I opened a case this morning with Salesforce on this. If you try to use a List View based off of topic criteria, your filter value auto-fills to "undefined." If you manually try to specify the filter to "Topics INCLUDES Your Topic," the criteria is simply disregarded.
Anyone have any other ideas here? I'd really like to avoid field and picklist value additions.
#Marketing #Campaigns #Topics for Objects #Campaign MembersWe're small (but might) and we have multi-pick lists for various things like different newsletters, different interests, external referral inquiries, etc for our contacts (that represent volunteers, followers, donors, or simply leads). We have reports that run every few days highlighting contacts who have various selections but do not have corresponding campaign memberships. that requires pushing the add to campaign button, of course. And we started using a tool (which was free at the time) called CampaignFlow (we were going to write a headless flow for this but now we don't have to) that puts people into campaigns based on criteria automatically. Our solution isn't as scalable as you like and requires new setup for new campaigns, but by sharing, maybe someone will tell me I could do it better than this or it will help you in some way.
