Defining Member Status Values.
- Click Advanced Setup on a campaign detail page.
- Click Edit.
- Update the existing entries or add new values.
- To add entries, click Add More. You can add up to 50 entries.
- Select one entry as the “Default” value.
- Choose which values count as “Responded.”. Members with statuses that count as “Responded” are tallied in the Responses in Campaign field on the ...
How do I manage member statuses in a Salesforce campaign?
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. When someone interacts with your campaign, their member status doesn’t change automatically.
How do I change a campaign member's status?
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. To change whether the status counts as responded, click Edit next to the status.
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.
What are campaigns 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. To allow users to create a member status at any time, a Salesforce admin must add a related list to campaign records.
How do I enable campaign member status in Salesforce?
Go to Setup → Object Manager. Find or search for 'Campaign' → Find 'Page Layouts' in the sidebar → click to edit the 'Campaign Layout'. 2. Scroll down the list to find “Related Lists.” Drag the “Campaign Member Status” related list onto the page.
What is member status in Salesforce campaign?
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 many campaign member statuses can count as a member response Salesforce?
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 edit a campaign in Salesforce?
Modify or Delete a Salesforce CampaignLocate the campaign you want to modify and open it.Click Edit in the upper right corner to edit your campaign.Make your desired changes, and click Save when finished.
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 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...
What is the best practice for defining your campaign member status?
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.
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.
How do I edit campaign members List view?
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 do I edit campaigns in Salesforce lightning?
To edit a campaign, open it from a list view or related list, and click Edit....Check out the Getting Started with Salesforce Campaigns Worksheet to organize your ideas.On the Campaigns tab, click New.Select a record type, and click Next.Enter the relevant information, and click Save.
What is a campaign member?
A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time, and it's critical for building useful marketing reports and dashboards in Salesforce.
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.”
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.
