Campaign Status Overview
AAkonsult Campaign Status Defaults for Salesforce CRM provides a simple way to default Campaign Status’s based on a predefined set.
Setup
After installing AAkonsult Campaign Status from the AppExchange, navigate to the “AAkonsult Campaign Status” in the top left hand corner.
From the Campaign Status Default Tab, Add a new Campaign Type an press Save.
Now add a list of default Campaign Status’s that you would like to use for this campaign.
Campaign Status Usage
Simply create a new campaign that has a campaign type, or change and existing campaign and the Campaign Member Status’s will be updated based on the defaults previously setup.
Frequently Asked Questions
Question:
Order sequence is not being applied?
Answer:
The order sequence will only be applied when campaign status’s are added to a Campaign. For existing Campaigns, you will need to first remove the current status’s and then re-trigger the update by changing the Campaign Type to something different, then back again.
The reasons for the way this works is due to campaign member status inbuilt restrictions.
Question:
Can I use Record Types instead of Campaign Type?
Answer:
AAkonsult Campaign Status was designed to work with as many versions of Salesforce CRM as possible. As record types are not available in all versions, it works only with Campaign Type field. However, you could still just have selected Campaign Type picklist values per record type and in effect do the same thing. If this does not match exactly because you are using Campaign Types for something different, then perhaps consider moving your current Campaign Types to a custom picklist field.
Question:
What does the Sequence Number do?
Answer:
The sequence number determines the order the status’s will be created in. For example, if you would like to order the status by Invited, RSVP – Yes, Attended, Cancelled – then you could assign sequence numbers of Invited (10), RSVP – Yes (20), Attended (30), Cancelled (40).
Question:
What does Replace All mean?
Answer:
The replace all will replace all existing status’s. Including the default of Sent and Responded that salesforce creates as default for all Campaigns. However, should a status already be used against a Campaign Member then it cannot be removed.
Question:
Salesforce will be disabling the TLS 1.0 encryption protocol in March, 2017. Will this impact AAkonsult Campaign Status?
Answer:
AAkonsult Campaign Status is a native application to Salesforce and does not have any 3rd party integrations. No, it will not be impacted by this change.
Question:
I’ve installed AAkonsult Campaign Status and have setup some defaults. However, when I look at the campaign, the defaults do not seem to have been applied.
Answer:
The defaults are only applied to new Campaigns, or Campaigns where the Campaign Type has changed. If you want to apply the defaults to an existing campaign,then you can change the Campaign Type to something different – Save. Then change it back to its original and save.
If you have many campaigns to change, then you can look at tools such as the Salesforce data loader to do the changes in bulk – please consult Salesforce online help or support for information on data loader.
Version Updates
June 2016 – version 1.7
- Added ability to clone Campaign Status Defaults and related Values
- Updated logos and tab styles
- Updated help page to point to this blog post
