Linking Activities to Campaigns

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Posted on by Spaz

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Hi,

I have a question around campaign activities. I’m aware that when setting up a new campaign you can add campaign activities and distribute to users to follow up the activity and that the user can convert the activity to a campaign response so that it is logged against the campaign, this is exactly what I require.

But how does it work if the user has to make for example further follow up calls. I don’t see how the user is able to navigate to a contact record add a phone call or any appointment and link it back to the original campaign? When trying to convert a standard activity to a campaign the only options I see are to convert to opportunity or a case. I need any random follow up phone calls or meetings that users may have to link back to the original campaign?

Thanks

Spaz

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LuHao 40,892 on at

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Hi Spaz,

We will use Connection to link Activity and Campaign.

Open an activity, such as email. Click Related > Connections.

Click Connect.

Search Name, click 20 types of records, select Campaigns and select a campaign record.

We can also choose the role and fill in the description to detail the connnection.

All connections of the activity record will be displayed in Related > Connections of activity form.

If you want to view all the connections to the Campaign, we can also view it in Related> Connections in the Campaign form.

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Spaz 285 on at

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Thanks Hao,

Question, when logging a phone call users click on the Add Phonecall link which appears on any contact or lead form under the Activities section. As you may know once the phone call is logged using this method it is automatically marked as complete. Therefore trying to link the phone call as a connection to a campaign is not possible as it is in read only status, how are you connecting telephone calls to campaigns?

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Verified answer

LuHao 40,892 on at

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Hi Spaz,

For completed phone calls, we cannot set connection to them.

So we have to new a campaign lookup field and use a business rule.

Step 1. new a lookup field of campaign

Step 2. add this field to the phone call form

Step 3. new a business rule

IF

Activity Status equals "Completed"

THEN

Unlock Campaign

Save and activate it.

In this way, we can select the campaign for the completed phone call, and when you close the phone call form, it will save automatically.

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Spaz 285 on at

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Thanks for your help Hao, that all works.

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