I can't get one of my campaigns to show up in the campaign influence related record on opps. I have it set up so:
1. There is a contact role on the opp and the opp is open
2. The campaign is active
3. campaign influence related record is on the page layout
4. I am a pardot user and have my default Model set to "even distribution model"
As far as I can tell from the HIGHLY ambiguous documentation around campaign influence I have set this up properly but still when I try to change the close date on this opp, or remove/re-add them from the campaign still does not show up in campaign influence related records.
Hi Michael,
- IF the Opportunity was created from a Contact record. If this instance doesn't occur, then the Primary Campaign will be empty on newly created Opportunities (unless you create a process, flow, or apex logic to auto-populate it). In these instances, you can assign a campaign to the Opportunity manually using the Lookup field.
- Customizable Campaign Influence models use auto-association to create campaign influence records based on the criteria you set.
Criteria include time frame and campaign types, and you can add other filters using standard fields. The same settings govern all your models.
You can set an auto-association time frame in Setup to limit when a member-contact relationship is considered influential.
To allow users to make their own choices about a campaign’s percentage of influence, create a custom model.
If you have additional questions or need further details, just let me know and I will be happy to assist further.
Thanks,
Tanaya
