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Customer experience | Sales, Customer Insights,...
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originatingactivityid is not set in a Campaign Response record

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Posted on by 197

When I do the action Convert To > Promote To Response on a Phone Call Activity a new record of type Campaign Response is created.

This new record has a field originatingactivityid - which I suppose should be populated with the phonecall that I performed the action on, but it isn't.

How does the originatingactivityid work and how can I populate it?

Are there any ways to do it without any development ?

If no, have you deals with this issue before, with a plugin and what was your experience like?

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  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi magical,

    Originating Activity: Choose the phone call, email, fax, letter, or appointment activity that led the prospect or customer to respond to the campaign.

    By default, the field has not been added to the form of the campaign response.

    pastedimage1676529668265v3.png

    After adding the field to the form, it can be populated with value from phone all automatically.

    pastedimage1676529640662v2.png

    pastedimage1676529977673v4.png

    Save and Publish, Test:

    pastedimage1676530406718v5.png

  • magical Khachapuri Profile Picture
    197 on at

    Thanks Leah Ju , your answered solved my issue.

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