Customize Campaign Member Statuses in Lightning Experience.
- To add a status, click New in the Campaign Member Statuses related list.
- To change which status is the default, click Change Default Status.
- To change a status name, click Edit next to the status.
- To change whether the status counts as responded, click Edit next to the status. Members with statuses that count as “Responded” are tallied in the ...
How to customize member status values in Salesforce campaigns?
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader.
How do I add or edit member status values?
Click Edit to add or update Member Status values. Update the existing entries or add new values. Select one entry as the 'Default' value. Choose which values will be counted as 'Responded'. Leads or Contacts with 'Responded' values will be tallied in the 'Responses' field on the Campaign.
How do I manage member statuses in my campaigns?
Define the statuses members can have in each of your campaigns. New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members. Click Advanced Setup on a campaign detail page.
How do I change the status of a lead or contact?
Leads or Contacts with 'Responded' values will be tallied in the 'Responses' field on the Campaign. To add a new status, click New on the 'Campaign Member Statuses' related list. To change which status is the default, click Change Default Status. To change a status name, click Edit next to the status.
How do you add status members to campaign values?
Answer: To add or change member status values, view the campaign and then select the Advanced Setup button up top next to Edit. Here you can change and add values as well as set the default and Responded attribute. This was done this way since you can have many campaigns with different status and default values.
How do you add campaign members status picklist values in Salesforce?
Configure Campaign Member PicklistIn Sales or Service Cloud, click Setup.Use Quick Find to navigate to Campaign Members.Click Fields.Click Activity or Status.Add new Values to the picklist.Customize the Activity or Status field as needed.
What is campaign member status in Salesforce?
Campaigns can help you monitor prospects as they interact with your marketing assets. After a person or an account is added as a campaign member, users can apply a member status that reflects their recent activity.
How do I automate a campaign member status in Salesforce?
Navigate to Setup > Process Automation > Flows and select new flow. Select Record-Triggered Flow from the wizard. Configure the Trigger to occur when a record is created, and after the record is saved. Select Campaign as the trigger object.
How do I update my campaign member status in Salesforce Data Loader?
1) Use Data Loader to export the 'Campaign Member Status' object.Open Data Loader.Click Export.Enter Salesforce credentials.Check Show all Salesforce objects.Select Campaign Member Status (CampaignMemberStatus).Enter the desired file name and click Next.More items...
How do I edit list view of campaign members?
To edit the campaign member detail page layout, from the object management settings for campaign members, go to Page Layouts, and then click Edit next to the page layout name. To edit a campaign member, click Edit on the campaign member detail page, change the fields you want to update, then click Save.
How many campaign member status can count as a member response?
New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members. 1.
How do I add campaign members in Salesforce?
To add campaign members from the Manage Members page:Click Manage Members and choose Add Members - Search from the drop-down button on a campaign detail page or the Campaign Members related list.On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.More items...
Which three objects can be added as campaign members?
To add members to campaigns from custom reports, the report's primary object must be a lead, contact, or person account.
What is the best practices for defining your campaign member statuses?
Best practice for defining campaign member statuses is to use the same set of values for all campaigns of the same type. To have Salesforce automatically track the number of members who have responded to your campaigns, you can note which of the statuses you'd like to count as responses.
How do I manage campaign members in Salesforce?
To add campaign members from the Manage Members page:Click Manage Members and choose Add Members - Search from the drop-down button on a campaign detail page or the Campaign Members related list.On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.More items...
Planning for Campaign Member Statuses
Before you start using campaign member statuses, think about your campaign types and which statuses you want to include for each type. For example, statuses for an event can include Invited, Registered, and Attended.
Using the Campaign Member Status Field
From a campaign’s Campaign Member Statuses related list, users can create a status, select a default status, and indicate whether the status is considered a response. Salesforce tallies response records together in the Responses in Campaign field.
Updating Campaign Member Statuses
If you plan to use campaign member status as a filtering mechanism in reporting or automation, don’t edit the available member statuses and their settings. If you change the status value or its response setting, it can cause problems where the status is in use and trigger statistics recalculation throughout your reports.
Defining Member Status Values
New campaigns have two default member status values: “Sent” and “Responded”. You can edit the values and create more according to how you want to track campaign members.
Replacing Member Status Values
You can globally replace the Member Status values for each campaign member. For example, you decide that “Attended” is a more appropriate value than “Showed Up.”
The example
In this post, I’ll be using Salesforce Flow to create the following statuses based on campaign type.
Prerequisites
I recommend you map out what status values you want to use for each campaign type as well as which statuses should be marked as default and responded before creating your flow.
Create the flow
Navigate to Setup > Process Automation > Flows and select new flow. Select Record-Triggered Flow from the wizard.
Add a Decision element to the flow
Drag and drop a decision element onto the page. This is where we will set up the logic to determine what campaign statuses to create for each campaign type.
Add create record elements to the flow
Once your decision outcomes have been created, you can add actions to create each campaign member status. Each status for the campaign will use a Create Records element. For example, if you want to create four campaign member statuses for webinars, you will need add four Create Record elements to the flow.
Connect the decision element
Connect the decision element to the first create record element and select webinar as the outcome.
Repeat for the rest of your campaign statuses
Repeat the process above by adding more create record elements to your flow for the rest of your campaign types.
