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Hi Friends, I've searched and searched, but to no avail.

 

I've successfully used the "Send List Email" feature, and while the emails are logged as activities on the contacts in the campaign—what I REALLY want is for the email to be logged as an activity on/in the campaign itself. I cannot figure out how to make this happen. Thanks for your help!

 

@Nonprofit Success Pack

@Salesforce.org System Administrators

7 answers
  1. Mar 4, 2019, 5:19 PM

    I needed this too. Here was what I did using a Report Chart.

    First I created a custom Report: Campaigns with Contacts with Activity.

    Next,I created a report that filtered to show me All Campaigns and Subject contains List Email so I that I would only see the List Emails. I grouped by the Contact's Full Name and then the Subject. I also made sure that I had the Campaign ID in the report. I created a Report Chart (Bar Chart) to go with the report.

    Then I created a new tab on the Campaign Page in Lighting and called it Sent Emails. I added the Report Chart to the tab and filtered by the Campaign ID. This gave me a list of the campaign members and the list emails sent to each. You could switch the grouping to give you Emails sent first.

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