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How to add an activity to a campaign?
Open a marketing list record, and then in the Campaigns area, open the campaign to which you want to add a planning activity. To add a new activity, on the Related tab, select Planning Activities, then select New Activity, and then select the type of activity you want to create. To add an existing activity, select Add Existing Activity.
What are the fields in campaign member object?
Members with “Responded” values are tallied in the Total Responses field on the campaign. The functional usage of the campaign status is to determine if the target audience responded back after your campaign. you can set one default value that gets selected as Leads/Contacts are added to your campaign.
What are the properties of a campaign activity?
Task performed, or to be performed, by a user for planning or running a campaign. Properties represent fields of data stored in the entity.Some properties are read-only. Additional information provided by the external application as JSON. For internal use only. Unique identifier of the activity. Type of activity.
How to type a category for a campaign?
Type a category to identify the campaign activity type, such as new business development or customer retention, to tie the campaign activity to a business group or function. Select how communications for this activity will be sent, such as phone, letter, fax, or email.
How to track the status of campaign members?
Most data on a campaign member record pulls directly from the related lead or contact record, but you can use an additional field to track someone’s status in the campaign. For example, after you add campaign member records to a campaign, and send an invitation to an event, the status could be Sent.
How to create campaign members and monitor their?
Go to the Contacts or Leads tab. Michael clicks on Contacts. Click the List View name to select the list you would like to use. Michael clicks Volunteers and Donors (Last Year), which the NMH team has set up for itself. Click the checkbox at the top of the column to select all records in the list.
How are campaign statuses set up in Salesforce?
Two statuses are automatically set up for every campaign: Sent and Responded. Depending on how you use campaigns, that might be enough. Things aren’t always binary, though, and they definitely aren’t for Michael and NMH. For each individual campaign, you can add your own statuses and apply them as needed to each campaign member.