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Teresa_Hsu1
Teresa_Hsu1
Level 3
August 28, 2018
Question

Leads without SFDC campaign

  • August 28, 2018
  • 2 replies
  • 3136 views

Is there a way to add leads without SFDC campaign to a default campaign base on the Lead source?

What happened was our sales rep created leads/contacts in SFDC with Marketing Lead Source without associate them to any campaigns.  Instead of digging into each one of them and assign them to the right campaign, we want to have a catch all campaign.  Any thoughts how to build this Smart Campaign?

Thanks!

Teresa

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2 replies

Devraj_Grewal
Devraj_Grewal
Level 10
August 28, 2018

Teresa,

You can try creating a smart list with the filter "Member of SFDC Campaign: person is not in". Then click the green "+" sign and in the left drop down, you can select every single SFDC campaign. The resulting smart list will populate with every person that is not part of any SFDC campaign.

Teresa_Hsu1
Teresa_Hsu1Author
Level 3
August 28, 2018

Hi Devraj,

The problem with that is whenever I have new campaigns, I'll need to add to the Smart list.  I'm trying to see if there's any automated way to do this.

Thanks!

Grégoire_Miche2
Grégoire_Miche2
Level 10
August 29, 2018

Hi Teresa,

There is not way to make it simply without to have to add any new campaign manually. The list of operators in the "member of SFDC campaign" is too limited.

The only way I see is to have a field on the lead and contact and a trigger, workflow or process builder in SFDC on the campaign member object. Each time you add someone to a campaign the contact / lead field is updated with the campaign name. Then you filter on this field being empty.

-Greg

    Teresa_Hsu1
    Teresa_Hsu1Author
    Level 3
    August 29, 2018

    Hi Grégoire,

    That's a good idea.  I do have a field showing most recent campaign engagement.  I think I can make it work by filter on the that field.

    I wish there's an option that we could filter any leads/contacts that are not in any SFDC campaigns.

    Thanks!!

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