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Using Opportunity Primary Campaign in Pardot

 

HEre is a new mightyforce.org blog for those who use Pardot and want to segment door communications for not only the existence of donations but what campaign was given to. This isn't possible out of the box. Here is my solution for it.

 

The solution also demonstrates a good architecture pattern (simple, scalable, maintainable):

When lookup, formula fields, special fields, etc aren't supported, use automation to convert to a standard text or number field and use that instead. Nobody loves having to add these denormalized fields but they work and are very helpful when you need them. This works to go around product limitations in list views, conditional visibility, weird known issues that just never seem to get fixed, etc.

 

Here's  the article:

https://mighyforce.dreamhosters.com/2024/02/using-primary-campaign-in-pardot-dynamic-lists/

 

@The Blog Group @MVPs & AppExchange All Stars @Nonprofit and Education MindShare #Pardot B2b Marketing Automation #MCAE @* MC Account Engagement (fka Pardot) * 

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