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Set Default Campaign member Status for an event

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  • Set Default Campaign member Status for an event

    How can I set the default campaign member status for campaign members being created through a c&p event form?

  • #2
    Good day @Fraidy,

    While there is not currently a built-in (included) feature to do this, the Salesforce standard feature may work for you.

    Have you seen this article? https://help.salesforce.com/apex/HTV...igns_setup.htm

    So for the event, when you are assigning a campaign, you may set the default:

    Step 1:

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    step 2:

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    Does this help?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      I have a follow up question on this topic. Defining the default campaign member status will work if the contact is not yet a member of the campaign. When C&P Events adds the contact to the campaign, it will get the default campaign member status. But if the organization wants to add campaign members to the Attendees campaign with an "Invited" status, and have C&P update the status (essentially re-add the member to the campaign, but with a new status of "RSVP - Yes") when the contact registers as an attendee, can that be done with C&P Events? If not, do you have any suggestions on how organizations handle this scenario?

      Comment


      • #4
        Good day snesson

        Sorry for the late reply. This question was already discussed during the office hour.

        It is a good feature and one that we will be add to one of the upcoming releases. We simply need to provide all fields available for the campaign member, given they are not fixed and may be customized by the organization, and allow for addition of default or dynamic information at the time of registration.

        Sorry that it is not available at this time.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Hello,

          I'm working on the same issue. I'm interested in potentially using Process Builder or a scheduled Apex job to update campaign member statuses for persons who register through Click and Pledge. When CnP creates the Campaign Member record, does it occur immediately upon the receipt/processing of the registration, or is this also run in a scheduled batch? I don't want to step on CnP's toes with my own process.

          Thanks!

          David

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          • #6
            Good day @David Reed

            Creation of Campaign Member record depends on the contact creation settings under C&P Settings > Contacts & Accounts > Match Mode. Without Contact, Campaign member cannot be created.

            If it is set to Fully-automatic Contact Creation then we create the Campaign member immediately after the Registration. If the contact setting is set to Manual Contact Creation, then we create the Campaign member when temp contact is processed.

            To process the single temp record we are not using apex batch process. But in case of processing the temp record by selecting potential matches then we are using batch process.

            Hope that answers your question. Let us know if we can be of nay further assistance.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              Thanks for the details. Does Click and Pledge overwrite any existing campaign member status information? I am wondering if it might be possible for both me and snesson to use Process Builder + autolaunched Flow triggered on the C&P Registered Attendee to go ahead and create/update the campaign member status ("Registered") ourselves when the registration is processed.

              Would Click and Pledge's internal machinery overwrite such a change, if our process runs first? For example, if a Registered Attendee is created, my code fires to update the campaign member status to Registered, and then Click and Pledge goes to create the campaign member, will it overwrite and update it back to Sent, or leave the existing data alone? Do you foresee other problems with that kind of a solution?

              I'll try it in a sandbox of course but would be grateful for any suggestions or comments you have on the idea before I spend a lot of time implementing it.

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              • #8
                Good day @David Reed

                As of now we are not updating the status of Campaign Member. We are creating the Campaign Member with contact and campaign if it does not exist.

                Hope that helps. Let us know if we can be of any further assistance.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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                • #9
                  I've been able to implement campaign member status updating using Process Builder and Flow, and it works just fine. Thanks.

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