web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Source Campaign assign...
Microsoft Dynamics CRM (Archived)

Source Campaign assigned in Lead doesn't not show up when I click on Campaign

(0) ShareShare
ReportReport
Posted on by Community Member

When I create a new Lead and assign source campaign and click on campaign link the record does not show up but if I assign the campaign though marketing list it does show up.  I am wondering if we can show the source campaign when user clicks on Campaign link.

*This post is locked for comments

I have the same question (0)
  • GL-23071537-0 Profile Picture
    GL-23071537-0 on at

    This is really strange behavior I have never seen.  Can you confirm that when you click on the Source Campaign hyperlink on the Lead that CRM is doing nothing?  It is not opening up the Campaign?  Can you tell me the steps your are going through to assign the Campaign through the marketing list?

  • Community Member Profile Picture
    Community Member on at

    Hi,

    Our marketing has this issue. For ex they enter user A as a Lead with source campaign "Test X" . They conduct an event and the same user A comes as a Lead with different source campaign "Test Y". When they merger the 2 records they will select one source campaign but they want to see the old one when they select campaign.. What I saw is that the new source campaign overrides the other one and there is no way to see the old one. I thought all this is stored in campaign but it is not.

    This is what i did. Iam just learning CRM.

    Sales:

    I created a Lead and clicked on the lookup button next to source campaign and selected a campaign from the list and saved. On the left panel I saw the campaign link and clicked on that link. I thought i would see the campaign that i just selected for the lead but it didn't show up.

    Another scenario

    Marketing:

    I clicked on campaign link on the left panel. Selected  campaign and it opened the details for the campaign. Clicked on Target marketing List and selected a list and this opened the details of the marketing list. Clicked on Manage Members and added a lead and saved.

    If i go back to leads and select the lead and click on campaign link on the left side it shows the campaign i just added.

  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at

    Hi Rajitha,

    I see--thank you for the explanation.  The Campaigns area on the left navigation shows only the CURRENT campaigns where the lead is listed on a STATIC Marketing List.  Because it does not show Campaigns related to DYNAMIC Marketing Lists, and since leads can easily be removed from Marketing Lists, I would not recommend using this as a reliable source for tracking the campaigns.  

    The Source Campaign is a good field to fill out, but it can only point to ONE Campaign.  Therefore, if you want to track MULTIPLE sources, I would recommend creating a Campaign Response for each new Lead.  In this way if you merge two leads, the two Campaign Responses will still show in the Activities.  The Source Campaign will only show the value from the primary record that was selected when you merge.

    You can automatically create a Campaign Response when the Source Campaign is filled out using a workflow.

    For more information on Campaign Responses, check out this article.

    www.powerobjects.com/.../using-campaign-responses-in-crm-2011

  • Community Member Profile Picture
    Community Member on at

    Hi Gretchen,

    Thanks for the suggestion. I created  a workflow to create Campaign Response when Source Campaign is selected. If I go to Marketing-Campaign and select the Campaign i see the Campaign response record but if I go to Sales and select the lead and click on Campaign link the form comes out blank. I am not able to figure out why here is not showing the record. I appreciate your help.

    Thanks

    Rajitha

  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at

    Hi Rajitha,

    The Campaign Responses do not show under Campaigns. They are activities, so they show under Activities or Closed Activities when they are closed.

    Gretchen

  • Community Member Profile Picture
    Community Member on at

    Hi Gretchen,

    I am missing something I guess. I changed my workflow from Campaign Response to Campaign Activity. I see from Marketing - Campains - select the campaign and go to Campaign Activites or Campaign response i could see the records but if i go to Sales - select the lead and click on Activites/Campains I don't see the record.

  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at

    Hmmm...you should not be creating Campaign Activities with the workflow--only Campaign Responses.  You should make sure you are filling in the Customer field on the Campaign Response with the Lead.  Can you verify?

  • Community Member Profile Picture
    Community Member on at

    Hi,

    I think its becos of the Customer field it is not showing up. We don't have Customer field in Lead entity to map in workflow.

  • GL-23071537-0 Profile Picture
    GL-23071537-0 on at

    You should map the Lead (e.g. Lead ID) to the Customer field on the Campaign Response.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Gretchen,

    Thanks a lot. Its working. I appreciate u r help

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans