Find which campaigns a lead is in?

Forum|Forum|12 years ago
November 15, 2013
6 replies
2146 views

Is there a way to find which Smart Campaigns a specific lead is part of?

e.g. I'd like to be able to look up XYZ@Example.com and see a list of which campaigns they are, or have, been associated with.

...Possible?

Marketo

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Best answer by

Then I'd go to the lead's activity log and in the top left "Fliter: Smart Campaign". Hope this helps!

A

Anonymous

I'm not sure if there is an easy way to view a list of the campaigns. You can see them all in the lead activity. Another thing is if you use SFDC, they are listed in the lead's record under Campaign History.

A

Anonymous

Hi Kim,
I'm looking to find which MKTO Smart Campaigns they've been a member of, not with SFDC Campaigns.

Thanks

A

Anonymous

Accepted solution

Then I'd go to the lead's activity log and in the top left "Fliter: Smart Campaign". Hope this helps!

A

Anonymous

Genius!

Thanks Kim - I never even noticed that little filter. Cheers!

A

Anonymous

Hi Kim,

"Another thing is if you use SFDC, they are listed in the lead's record under Campaign History."

Is this a setting that I need to enable in SFDC? I am starting to use campaignsin SFDC and my sales team wants to see what campaigns a lead is part of. Right now they don't have this visability!

A

Anonymous

Hey Alyssa,

I think it comes with the Campaign History already visible and enabled (but I've never set up a SFDC instance or been an admin). And let me specify that with SFDC I'm referring to SFDC campaigns (not smart campaigns).

Here is where you see them on a contact or lead page (along the very top)... (or you can scroll down and there's a section there too depending on what views you have set up).

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