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gbansal1.3909013797210095E12 Trigger to update Campaign Member Status automatically
Hi
Hope you are doing good!
I need some help with 'campaign management'. Is there a way around to automatically capture (rather than manually update) the 'campaign member status' ie whether 'sent' or 'responded' based on the mass mail targeted at the campaign members?
What we are doing right now is that we are first defining the campaign and campaign members for the leads. Then we are using the 'mass mail leads' feature to launch a specific mail to this group. And at the moment, once some prospect replies to the mail shot, we have to manually update the 'campaign member status' to 'responded'. This is where we need help to know if there's any way of doing this in an automated fashion.
Even if there's some new approach altogether to launching the campaign and mass mail that helps us automate this, it would be highly useful.
Please help.
Hope you are doing good!
I need some help with 'campaign management'. Is there a way around to automatically capture (rather than manually update) the 'campaign member status' ie whether 'sent' or 'responded' based on the mass mail targeted at the campaign members?
What we are doing right now is that we are first defining the campaign and campaign members for the leads. Then we are using the 'mass mail leads' feature to launch a specific mail to this group. And at the moment, once some prospect replies to the mail shot, we have to manually update the 'campaign member status' to 'responded'. This is where we need help to know if there's any way of doing this in an automated fashion.
Even if there's some new approach altogether to launching the campaign and mass mail that helps us automate this, it would be highly useful.
Please help.
It depends on what you would like to trigger the update. I believe you could make it make it so after 10 days after the campaign created date it changes, or maybe make it when the last activity date was greater than the created date(asuming that the activities done afterwords were related to the campaign.(the later of the two options i cant gaureentee working but it maybe worth a try as it would be way better and more accurate to a point)
If(createddate < Today(), "responded", "sent")
Hope this makes sense, feel free to ask ?'s
If this worked out for you please mark as answers and give me some Kudoes(thumbs up)
Bryn