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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Detecting whether a Ca...
Customer experience | Sales, Customer Insights,...
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Detecting whether a Campaign Response is linked to a Lead or a Contact

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Posted on by MichelleM 267

I have a need to reassign a Campaign Response record when it is created, to a specific user field on either the Lead or the Contact's Parent Account.

I was going to do this by setting up a Workflow on the creation of the record but it seems there is no relationship between the Campaign Response & the Lead or the Contact because instead it uses a 'Customer' field.

Does anyone have any suggestions of how I can achieve this?

What I was hoping for was along the lines of:

  • When Campaign Response is created
    • Check if the Campaign Response is from a Lead
      • If Yes, reassign Campaign response to Lead: 'Sales Rep' field
    • Check is the Campaign Response is from a Contact
      • If Yes, reassign to Company Name (Account): 'Sales Rep' field

If I added a lookup field for Lead, Contact & Account to the Campaign Response entity, would they update automatically based on the Customer field, or would I need another Workflow to update those first, and would that even be possible??

Thanks for your help!

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  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Detecting whether a Campaign Response is linked to a Lead or a Contact

    Hi Michelle,

    Campaign Response can get be converted to lead OOB but how are you creating campaign response from lead/contact?

    If you are converting campaign response to lead then you can create a lead field on campaign response and fill that as shown here :

    community.dynamics.com/.../602522

    You can also trigger the assign on campaign response after lead update.

    Thanks,

    Prateek

  • MichelleM Profile Picture
    MichelleM 267 on at
    RE: Detecting whether a Campaign Response is linked to a Lead or a Contact

    Thanks Prateek,

    Our campaign responses will be created when a Posted Form is received via Click Dimensions, and Click Dimensions will have already created the Lead, and associated the Campaign Response to that or to an existing Lead or Contact automatically.

    However Click Dimensions can only assign the Campaign Response to a specific Owner, or to the Owner of the Lead or Contact.

    This won't work for us as we have multiple 'Owners' of an Account depending on the product of interest - hence why I need to update the Owner of the Campaign Response record, on creation, to a specific user lookup field on either the Lead or the Contact's Parent Account record.

    Thanks for the link to the thread above, if I add the Lead field to the entity, will it automatically complete itself when the Customer field is set to a Lead? And if I added a Contact field would that do the same? Or would I need another workflow to update the value in the Customer field to the Lead or Contact field?

    Thanks again

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Detecting whether a Campaign Response is linked to a Lead or a Contact

    Hi Michelle,

    Then you can create a contact/lead field on Campaign Response. However you will need to write a workflow/javascript to update the value.

    Thanks,

    Prateek

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