A marketing operations team is setting up a virtual workshop campaign in Salesforce. The administrator needs to track members who only registered separately from those who actively participated in the workshop. To ensure that campaign metrics and response counts reflect only participants who actively engaged, which configuration action should the administrator take on the Campaign Member Statuses?
- Add custom status values 'Registered' and 'Attended', and select the 'Responded' checkbox exclusively for the 'Attended' status.Answer
- BAdd custom status values 'Registered' and 'Attended', and configure lead field mapping to transfer the status to a contact field during conversion.
- CAdd custom status values 'Registered' and 'Attended', and leave 'Registered' marked with the default 'Responded' flag so all added members count toward total responses.
- DCreate a custom record type on the Campaign Member object to restrict available picklist values between registration and attendance.
Answer
Add custom status values 'Registered' and 'Attended', and select the 'Responded' checkbox exclusively for the 'Attended' status.
In Salesforce Campaign Management, setting the 'Responded' checkbox on specific Campaign Member Status values determines whether a member's action counts as a response. Marking 'Attended' as responded while leaving 'Registered' unflagged ensures campaign roll-up fields like Total Responses only summarize engaged participants.
Step-by-Step Solution
Key Concept
Campaign Member Status Responded Flag