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#Campaigns0 discussing

So, I have a CSV file with Contact Names and contact data which is identical to what is in Salesforce.  (So, the Contacts already live in SFDC).  But, there is no ContactID in the CSV file.  Is there any way to match these up so I can then import them into a campaign?  Trying to import with Contact Names just creates duplicates.

 

Thanks for any help!

 

#Bulk Import  #Campaigns  #Campaign Members  #Data Export

4 answers
  1. Nov 10, 2021, 4:42 PM

    Hey David,  How are you attempting to add the Contacts to the Campaign? Are you using Dataloader? If so, you'll have to have the Contact IDs. (See this article)  However, you may be able to get the contact IDs if you build a report in SFDC that has columns for Contact ID, Contact First Name, Last Name, and whatever other data points you have in your original CSV (hopefully Phone or Email are included). Then, in Excel, use a CONCATENATE formula to bunch those data points together, and a VLOOKUP to find matches to your original CSV data (where you also applied a CONCATENATE function).  Then you'll have IDs matched to names on your original file and can upload via dataloader.

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Hi,

 

I have an SSJS Script which will fetch Campaign details from Braze and send it across to Microsoft Team. I have been facing few errors in validating the script. Let me know if any can help with the same.

 

#SSJS Script #Webhooks #Campaigns

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Hi - has anyone run into difficulties with the limit on campaign member statuses? We have now got issues with our Eventbrite implementation as we have so many.

 

" Since you have 5,000+ campaigns and at least the 2 default Sent/Responded per campaign, that is adding up. The thing I have never gotten as straight answer from documentation is whether there is also a limit on single campaigns for the number of statuses you can add, but that seems less likely. "

 

Has anyone got any bright ideas? Do we need to delete old campaigns? 

 

 

#Sales Cloud #Campaigns #Campaign Members #Campaign Member Status #Salesforce Developer

1 answer
  1. Jul 17, 2024, 6:06 AM

    Campaign status is a single-value picklist field, which means we can only select one status for each campaign. The limited number of max picklist value is 1000, which means you could have 1000 drop down values in the field for selection. Hope it helps. 

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Can you change what appears in the pop up when you select add Contacts to Campaign?  What if I don't want title to appear there ?

#Campaigns #Salesforce Admin

2 answers
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Can anyone explain how the Fields Active, Status and Start/End Dates in Campaigns are used?  It seems like they have little more use than as reporting parameters as I can continue to add contacts/leads to campaigns even if the campaign is no longer active, is in a completed status, or is beyond the dates.  BTW we only use Sales Cloud, not Marketing Cloud.

Thank you in advance. #Sales Cloud #Campaigns #Campaign Members

3 answers
  1. Nov 16, 2023, 9:08 PM

    Yeah, that's pretty much it (the way you've described it) 

     

    However those fields can certainly be "put to work" in Validation Rules that prevent users from adding a lead or Contact to a Campaign after the End Date, or before the Campaign has been "activated", or creating a Record Triggered Flow that automatically changes the Campaign Status to Closed/Inactive after the End Date (we do this in my own org).    

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Is there a way to default the campaign member component within the campaign lightning record page to show the horizontal bar chart instead of the pie?

 

Default Campaign Member Component View to Horizontal Bar Chart

#Campaigns #Campaign Members #Lightning App Builder

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Hi,

 

In Sales, when using Campaigns we have Campaign Members. When a Contact or Account is added as a Campaign Member, it appears on the Campaign history related list of this Contact or Account.

 

I would like to know if there is such related list automatically created, like "Segment history" when a Contact or Account is selected in a Data Cloud Segment ?

 

In other words, can I see all #Data Cloud segments that a Contact or Account is included (active or inactive) when I'm looking at a Contact or Account record (including a Person Account) ?

 

2 answers
  1. May 22, 2024, 12:55 PM

    In Data Cloud, when you create any segment (say High-value Customers), there will be two DMOs created :-

    1) High-value Customers - History (storing the historic values of the population covered by the segment)

    2) High-value Customers - Latest (Carrying the latest set of population).

    You can check these in the DMOs tab. 

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How to display ‘Created date’ field from Campaign Member object to display on the related list of a Campaign record?

#Campaign Members #Campaigns #Sales Cloud
6 comments
  1. Apr 4, 2024, 6:01 PM

    Good to hear it has help you @Ana M can you please close this thread by accepting the answer to help others as well. 

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Hi Friends,

Can someone please help me with this error. I have added campaign member status tab in campaign object page layout> Related lists as you can see screenshot. Can you please advsie what is wring that it is still not showing in object?

 

Not able to see campaign member status in related list tab

 

#Campaign Members  #Campaigns  #Email Campaign

1 answer
  1. Andrew Russo (BACA Systems) Forum Ambassador
    Feb 19, 2024, 3:02 PM

    if its a lightning page edit also the lighting page and make sure you have it added there. you may have the related lists single element on the page.

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We create a campaign for each conference my sales team attends. The start and end dates of the campaign are the dates of the conference. When the campaign/conference ends, I would like to send the Salesforce Users who attended the conference, an automated email. How could I accomplish this when the campaign owner will never be one of the Sales users (it is always the Marketing user who is managing the campaign), AND each conference campaign could have multiple Salesforce users who attend.

 

#Automation  #Campaigns  #Flow

4 answers
  1. Feb 28, 2024, 3:24 PM

    The picklist is on the Campaign object. It is a list of all potential internal users that could attend that conference. 

     

    Our campaign object contains many fields that allow us to capture information about the conference: dates, location, attendance (this is the pick-list field), costs, etc.

     

    Yes, I am the only admin.

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