Campaign linked to a form not always added to lead who summitted the form

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Posted on by Joni Sabbe

Hi,

I created a form and linked this to a campaign. But even though the form is linked with a campaign, the created leads are often not linked with the campaign.

Sometimes it is and some times it is not. I don't know what could cause the issue, and not push through the source campaign on the lead. I have already set-up a lot of campaings and forms but I don't see to recognize a pattern in this behaviour of not linking the lead to the campaign.

Anyone familiar with this issue?

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Eiken on at

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Hi,

Would you provide details(screens) about how to create a link between form and campaign?

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Joni Sabbe 5 on at

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Hi Eiken,

I linked it as follows:

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Eiken on at

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Hi,

You are using a lower version of marketing, in my test environment the marketing form does not have the campaign field.

I recommend that you create a workflow, please refer to my steps.

Go to advanced setting>process>new process>create workflow

Create the following workflow, you can also modify the criteria, for example to update the lead only if the topic contains the name of the submitted form. The condition I use here is that if the newly created lead has a value for lead source, it will be associated with the specified campaign.

Remember active your workflow.

Now it works well.

By the way, you mentioned sometimes it is and some times it is not.

I think the reason is that the form submission may have created a lead with the same email address, causing the lead to not be added.

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Megan V. Walker 1,841 Most Valuable Professional on at

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Hi Joni Sabbe - helpful that you share your screen. Your marketing form has been edited with new fields. You have at least 3 custom fields (Campaign, Content Language, Notify when submission). The first suggestion would be to determine who added them and what workflow was set up to run when a form is submitted. If your expectation is that when a form is submitted, the Campaign will be set, this won't happen without a process running behind the scenes.

For this you would need to use Power Automate to run a flow when the form submission is completed and successful (not a workflow running in CRM). I would recommend this approach rather than when a Lead is created.

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Joni Sabbe 5 on at

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Hi Megan,

Thank you for your reply and help! You directed me in the right way. It is indeed a custom field we created previously. To this field a workflow was connected that linked the lead to the campaign depending on the form that he/she submitted. However, the flow was created by someone and connected to someone who recently left the company. Causing the flow to not work properly!

We connected the flow to a system user, solving the issue!

Thank you everyone for the help! I'm quite new at the company and there are already a lot of customizations I'm not always aware off!

btw meganvwalker , I like your videos! Keep up the good work =D

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Megan V. Walker 1,841 Most Valuable Professional on at

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You are very welcome! Glad it got sorted and was something pretty simple. And yes, sometimes it's hard to know what is standard out of the box functionality, and what might have been customised or modified before you started at the company. Good luck!

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