A marketing manager at Universal Containers wants to track engagement for a virtual summit. When leads register for the summit, they are added to the campaign with a custom status of 'Registered'. When a lead attends the session, their status is updated to 'Attended'. The marketing manager notices that reporting shows zero campaign responses, and opportunity attribution for converted leads is missing. Which TWO actions should the administrator take to ensure accurate response metrics and opportunity attribution?
- Edit the Campaign Member Status values for the campaign and select the 'Responded' checkbox for the 'Attended' status.Answer
- Populate the Primary Campaign Source field on the Opportunity during the lead conversion process.Answer
- CCreate a custom lead field mapping to map the Lead Status picklist directly to the Campaign Member Status field upon conversion.
- DModify the global Campaign settings to set 'Attended' as the default status for all newly created campaign member records.
Answer
The administrator must edit the Campaign Member Status values to check the 'Responded' checkbox for 'Attended', and populate the Primary Campaign Source field on the Opportunity created during lead conversion.
To ensure reporting reflects responses, custom Campaign Member Status values like 'Attended' must have the 'Responded' checkbox selected. For campaign attribution on converted leads, setting the Primary Campaign Source field on the newly created opportunity establishes revenue tracking for the campaign.
Step-by-Step Solution
Key Concept
Campaign Member Status response tracking and Primary Campaign Source attribution during lead conversion.