Question

Difficulty: HardCampaign Management and Campaign Members

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?

  1. Edit the Campaign Member Statuses related list on the campaign to select the "Responded" checkbox for "Attended Booth".Answer
  2. B
    Map custom Lead fields to custom Campaign Member fields within the Lead Conversion Field Mapping settings.
  3. C
    Change the Organization-Wide Default (OWD) sharing setting for the Campaign Member object from Private to Public Read/Write.
  4. D
    Create 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

1
Identify how Salesforce calculates campaign member responses.
Salesforce tracks responded members based on the 'Responded' flag associated with each Campaign Member Status value.
By default, custom member statuses are created with the 'Responded' box unchecked unless configured otherwise.
2
Locate the administrative setting for campaign member statuses.
Navigate to the Campaign record page and view the Campaign Member Statuses related list (or standard Advanced Setup).
Each campaign allows administrators and campaign owners to define custom statuses and designate which ones count as a valid response.
3
Update the custom status configuration.
Check the 'Responded' box next to 'Attended Booth'.
This updates the Campaign Member metrics instantly, ensuring reports accurately display total responses and calculate ROI.

Key Concept

Campaign Member Status Responded Tracking
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