Add to Campaign & couple questions - REST API specific | Community
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Level 2
September 22, 2021
Question

Add to Campaign & couple questions - REST API specific

  • September 22, 2021
  • 1 reply
  • 4180 views

Hello,

I'm trying to replicate the closest thing to the "Add to Campaign" MSI feature in Dynamics CRM via the REST API. We don't plan to use the MSI feature from Marketo.

 

It looks like one way to accomplish this is to have a Smart Campaign set with a SmartList containing a "Member of List" filter with a list created specifically for that campaign. Then in response to someone requesting we add a lead to a campaign, I would then add them to that list. So on next run of the campaign, that lead would be in "Qualified People" for that campaign and run the flows from the campaign on that lead. 

 

I was unable to find any way via the API to add a Lead directly to a Smart Campaign. Is is a correct understanding that doing this directly via the API is not an option?

 

In the campaign configuration page, there is also a "View Campaign Members" button. Which shows Campaign Members tab and Qualified People tab. I can't figure out what results in leads being populated in the "Campaign Members" tab, but my above REST approach does seem to result in them showing up in the "Qualified People" tab. What is the "Campaign Members" tab for and what determines when leads show up there?

 

Please let me know if you have any other insight related to implementing this type of functionality.

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1 reply

SanfordWhiteman
Level 10
September 22, 2021

In the campaign configuration page, there is also a "View Campaign Members" button. Which shows Campaign Members tab and Qualified People tab. I can't figure out what results in leads being populated in the "Campaign Members" tab, but my above REST approach does seem to result in them showing up in the "Qualified People" tab. What is the "Campaign Members" tab for and what determines when leads show up there?


The way you become a Member of Campaign is by entering the campaign at least once. It sounds like you’re confusing this somewhat with Member of Program.

xceledAuthor
Level 2
September 22, 2021

I'll test again, I ran the campaign manually once with a given lead in the qualified people tab and I didn't see the Lead become a member. Will retry to see if I missed something. Maybe its not instant.

 

My question isn't related to Programs.

 

Let me know if you have any thoughts about the other questions posed in my above question. Thanks!

SanfordWhiteman
Level 10
September 22, 2021

My question isn't related to Programs.

It is implicitly about Programs. You said:

 


I'm trying to replicate the closest thing to the "Add to Campaign" MSI feature in Dynamics CRM via the REST API. We don't plan to use the MSI feature from Marketo.

Campaigns in Dynamics and in SFDC map to Marketo Programs. Not to Marketo Campaigns.

 

That’s why you don’t have an option to “Add to Campaign” in Marketo, it’s not a thing. A person can qualify for a campaign’s Smart List, but they are never “added“ as a standalone action.