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Customer experience | Sales, Customer Insights,...
Suggested Answer

Leads and Campaign responses

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Posted on by 20

Hi,

When I create Campaigns I target leads and contact. Example, I invite them both to an event. I want to track who responded to the event invitation.

When a contact responds that they will attend, I create a campaign response. When I open the campaign, the response is there, when I open related activities on the contact, the response is there too. I need the same for Leads.

I want to be able to create a campaign response from that lead. Just to clarify: I don't want to create a lead from a campaign response like other posts suggested. I want to be able to track how my leads are responding to my campaigns.

When I open related activities on the lead, no campaign response is available to be seen but I can create campaign responses from the lead and they will be visible on the campaign record. which suggests that there is a relationship between campaign responses and leads.

I've tried modifying campaign response views, campaign views and activities views filtering by activity type=Campaing response but not grid will show me the record. Any ideas? 

I have the same question (0)
  • Suggested answer
    MikeC282 Profile Picture
    2,175 on at

    Hey bud,

    The method in which they appear in the related field is due to the lookup fields on the campaign response. For example you've got 2 fields on campaign response. The Related Campaign which technically looks up to the campaign in question and the Customer field which can lookup to leads, contacts or accounts. 

    When you're creating a campaign response you'll need to make sure the Customer field has the lead set as the lookup value for it to display in the related area of leads.

    pastedimage1591830145066v1.png

  • Jhoyos Profile Picture
    20 on at

    Yes, the customer field has the lead

     pastedimage1591882776588v1.png

    The campaign response is at the campaign level but when I go to the lead and she the lead's activity, the campaign response isn't there: 

    pastedimage1591882988649v2.png

    IF I do the same exercise with contacts, it works. I need lead's activity to be visible like this: 

    pastedimage1591883092406v3.png

    Thanks for replying though :)

  • ericpieters Profile Picture
    5 on at

    Did you get this solved? I have exactly the same problem

  • Suggested answer
    Mirja Stehrenberger Profile Picture
    30 on at

    Hi, we have made the same experience, and it seems to be a bug, that campaign responses are not displayed in the assiociated related activities grid (as it was the case in former versions, eg. CRM2013). We have reported this bug to Microsoft. So far, we did not recieve information on when the bug will be fixed.

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