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OversightOversight 

Formula for workflow rule

I need a formula for a workflow rule.  We create campaigns that are invitations to join webinars.  The e-mail that is sent out directs the user to fill out a web to lead form.  When that lead is created, we’d like a workflow rule that would update the campaign member status to responded.  The field to test in the lead record is a custom field called “Lead Source 3”, the value of which will vary with each campaign.  The match between the new lead and the existing member record would be e-mail address. Any idea where to start on this formula?
RobBirdRobBird

My understanding is you are not able to update Campaign Member Status using a workflow rule.

 

"Can I trigger workflow off in campaign member status on leads?
 

It is possible to create a workflow rule based on a specific campaign and campaign member status. This workflow rule will be triggered whenever a new lead is created from your website using the web to lead (W2L) feature.

When a lead is manually created or edited within
salesforce.com, this workflow rule based on the campaign member status field will NOT be triggered. This is because there may be multiple campaigns associated with a lead, and when a new lead is created and associated with a campaign the default member status is always set.

A best practices example of how to use the campaign member status field in a workflow rule is if you use the web to lead feature to create a "campaign jump page". When a new lead is created by a response to a campaign coming to this web page, you want a task assigned to or email notification sent to the new lead owner telling them the next step to follow up with this prospect about this campaign.

It is possible to create a workflow rule based on a specific campaign and campaign member status. This workflow rule will be triggered whenever a new lead is created from your website using the web to lead (W2L) feature.

When a lead is manually created or edited within
salesforce.com, this workflow rule based on the campaign member status field will NOT be triggered. This is because there may be multiple campaigns associated with a lead, and when a new lead is created and associated with a campaign the default member status is always set.

A best practices example of how to use the campaign member status field in a workflow rule is if you use the web to lead feature to create a "campaign jump page". When a new lead is created by a response to a campaign coming to this web page, you want a task assigned to or email notification sent to the new lead owner telling them the next step to follow up with this prospect about this campaign."