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Aron Schor 24 How do I reference Campaign Member data on the Contact object via Formula?
I also posted this in the Successs Community but it might be a bit complex/not possible. I have not gotten a reply.
I recently installed an App that sends out emails and is tied to a Workflow on the Campaign Member object. It works, but the issue is that since its a Workflow I can’t use the HTML Email Status Report. I would like to try to create an Email Template on the Contact object that references fields on the Campaign Member object but I am not sure how to link via a formula. This way I could just do a Mass Email Contacts and then I could use the HTML Email Status Report to see if emails are being read. Any input would be appreciated. Thanks. Aron
I recently installed an App that sends out emails and is tied to a Workflow on the Campaign Member object. It works, but the issue is that since its a Workflow I can’t use the HTML Email Status Report. I would like to try to create an Email Template on the Contact object that references fields on the Campaign Member object but I am not sure how to link via a formula. This way I could just do a Mass Email Contacts and then I could use the HTML Email Status Report to see if emails are being read. Any input would be appreciated. Thanks. Aron
If I understand Correctly, You want to show Campaign member data on the Contact Object Which is not possible through formulas .
What you can do is create a normal field and update it though process builder as shown below.
All Answers
If I understand Correctly, You want to show Campaign member data on the Contact Object Which is not possible through formulas .
What you can do is create a normal field and update it though process builder as shown below.
I am having problems selecting the field I created on the Contact object to be updated.
Select A Record To Update: Select a record related to the CampaignMember
Select Contact Id
Select No criteria—just update the records!
Set new fields for the records you update: I see Pardot URL which is a URL field on the Contact Object but I don’t see Site RSVP Link which is also a URL field. That is the field I just created. Any idea? Thanks again!