Relationship between Campaign Response and Leads

(0) Share

Report

Posted on by Community Member

I want to create workflow for Campaign Response entity. When a new record created, system will execute below steps :

if response code = interested

then set (related) Lead status = qualify

Is it possible to do that? Because in practice, the entity option to set status just for campaign and recurring appointment.

I thought, since we can add customer (select Leads) in campaign response, so there is a relationship between those two

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

Nithya Gopinath 17,078 on at

Like (0)

Report
Copy link

Link copied!

Hi,

In order to achieve this, you could create a workflow for the Lead entity. This workflow should run when the record is created or when the record fields change (Related Campaign Response field changes).

The workflow steps should be as follows:

If Related Campaign Response (Campaign Response) equals Interested, then:

Update Lead and in Set Properties set Status field as Qualified.

Refer the screenshots below.

Hope this helps you.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

[quote user="Nithya Gopinath"]

Hi,

In order to achieve this, you could create a workflow for the Lead entity. This workflow should run when the record is created or when the record fields change (Related Campaign Response field changes).

The workflow steps should be as follows:

If Related Campaign Response (Campaign Response) equals Interested, then:

Update Lead and in Set Properties set Status field as Qualified.

Refer the screenshots below.

Hope this helps you.

[/quote]

I tried that. But after I create campaign response to tested it, status Lead is not changed.

I think it's because the workflow is start when Lead Record is Created. Not when campaign response is created.

Was this reply helpful? Yes No
Suggested answer

Nithya Gopinath 17,078 on at

Like (0)

Report
Copy link

Link copied!

You should run the workflow in two conditions.

1. Record is created

2. Record Fields Change (Related Campaign Response field changes)

Then it works perfectly.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Yup, I already create condition like you said. But it still won't change the status of Lead.

I just need to activate the process right?

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report
Copy link

Link copied!

Hi

The process which is described in the replies here is incorrect. Workflow works on change of primary entity (in your case lead), you cannot create a workflow on lead and trigger it on change of campaign response.

Yes, there is a relationship between Lead & Campaign response but its with an activity party list called 'customer' which can include Accounts/Contacts/Leads thats why you are not able to directly change the status.

Solution:

Go to settings>>Customization>>customize the system>>entity>>campaign response>>fields>>create new field 'lead' of lookup type lead>> place this on the form>>save and publish

Now create a workflow as shown in the following screenshot and trigger it on create & field change

Assumption: You are using only phone calls & emails as campaign activities; if you are using more activities then add steps accordingly and if you are using less activities then remove steps accordingly.

Note: After you have created this workflow, go to campaign response form and hide 'lead' field, so, that users cannot change it.

Was this reply helpful? Yes No