An administrator at Northern Trail Outfitters configures a multi-channel event campaign and creates two custom campaign member statuses: "Invited" and "Attended Booth". The marketing manager needs to evaluate campaign performance using the standard Campaign ROI and response metrics. After updating several campaign members to "Attended Booth", campaign summary reports continue to show zero responded members and a zero percent response rate. Which administrative action will resolve this issue?
- Edit the Campaign Member Statuses related list on the campaign to select the "Responded" checkbox for "Attended Booth".Answer
- BMap custom Lead fields to custom Campaign Member fields within the Lead Conversion Field Mapping settings.
- CChange the Organization-Wide Default (OWD) sharing setting for the Campaign Member object from Private to Public Read/Write.
- DCreate a parent campaign in the Campaign Hierarchy and set its status to Active to aggregate child campaign metrics.
Answer
Edit the Campaign Member Statuses related list on the campaign to select the "Responded" checkbox for "Attended Booth".
In Salesforce Campaign Management, response metrics such as 'Total Responded' and response percentages depend entirely on the 'Responded' checkbox setting for each Campaign Member Status value. When custom member statuses are added, Salesforce does not automatically treat them as responses. Enabling the 'Responded' option for 'Attended Booth' ensures that any Lead or Contact assigned this status is counted in campaign response totals and summary reports.
Step-by-Step Solution
Key Concept
Campaign Member Status Responded Tracking