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Anonymous
Nov 3, 2015 4:57 PM UTC
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Process Builder to Stamp Last Campaign

I'm trying to stamp the campaign the lead last responded to when they became an MQL. Anyone try this in Process Builder or a similar type of workaround? Thought I'd ask before testing it out

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Conor_Fitzpatri
Conor_FitzpatriAccepted solution
Level 5
Nov 3, 2015 10:44 PM UTC

Hi Emily,

My solution is not the most elegant, but it should get the job done. You'll need two processes and two custom fields on your Lead object, Last Responded Campaign and Last Campaign Responded at MQL. The first process will continue to overwrite the Last Responded Campaign field as Leads respond to your campaigns while the second process will populate the Last Responded Campaign at MQL when the Lead becomes an MQL. Here are the processes:

Process 1

Choose Object and Specify When to Start the Process

  • Object: Campaign Member
  • Start the process when a record is created or edited

Define Criteria for this Action Group

  • Criteria for Executing Actions: Conditions are met
  • Set Conditions: [CampaignMember].HasReponded =True
  • Advanced
    • Do you want to execute the actions only when specified changes are made to the record? Check Yes.

Immediate Actions

  • Update Records - Update Lead field
    • Record: [CampaignMember].LeadID
    • Criteria: No criteria—just update the records!
    • Last Responded Campaign Reference [CampaignMember].Campaign.Name

Process 2

Choose Object and Specify When to Start the Process

  • Object: Lead
  • Start the process when a record is created or edited

Define Criteria for this Action Group

  • Criteria for Executing Actions: Conditions are met
  • Set Conditions
    • [Lead].Status = MQL
    • [Lead].Last_Responded_Campaign is null Boolean False
  • Advanced
    • Do you want to execute the actions only when specified changes are made to the record? Check Yes.

Immediate Actions

  • Update Records - Update Lead field
    • Record: [Lead]
    • Criteria: No criteria—just update the records!
    • Last Responded Campaign at MQL Reference [Lead].Last_Responded_Campaign
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11 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
Nov 3, 2015 5:16 PM UTC

Hi Emily,

Are you talking about SFDC process builder ?

-Greg

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Anonymous
Nov 3, 2015 10:36 PM UTC

Yes, SFDC Process Builder.

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Josh_Hill13
Josh_Hill13
Level 10
Nov 3, 2015 9:58 PM UTC

Just do

Change Data Value: Last Campaign = X

either within the main status response flow or centrally.

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Anonymous
Nov 3, 2015 10:37 PM UTC

Josh, can you expand on the last part?

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Conor_Fitzpatri
Conor_FitzpatriAccepted solution
Level 5
Nov 3, 2015 10:44 PM UTC

Hi Emily,

My solution is not the most elegant, but it should get the job done. You'll need two processes and two custom fields on your Lead object, Last Responded Campaign and Last Campaign Responded at MQL. The first process will continue to overwrite the Last Responded Campaign field as Leads respond to your campaigns while the second process will populate the Last Responded Campaign at MQL when the Lead becomes an MQL. Here are the processes:

Process 1

Choose Object and Specify When to Start the Process

  • Object: Campaign Member
  • Start the process when a record is created or edited

Define Criteria for this Action Group

  • Criteria for Executing Actions: Conditions are met
  • Set Conditions: [CampaignMember].HasReponded =True
  • Advanced
    • Do you want to execute the actions only when specified changes are made to the record? Check Yes.

Immediate Actions

  • Update Records - Update Lead field
    • Record: [CampaignMember].LeadID
    • Criteria: No criteria—just update the records!
    • Last Responded Campaign Reference [CampaignMember].Campaign.Name

Process 2

Choose Object and Specify When to Start the Process

  • Object: Lead
  • Start the process when a record is created or edited

Define Criteria for this Action Group

  • Criteria for Executing Actions: Conditions are met
  • Set Conditions
    • [Lead].Status = MQL
    • [Lead].Last_Responded_Campaign is null Boolean False
  • Advanced
    • Do you want to execute the actions only when specified changes are made to the record? Check Yes.

Immediate Actions

  • Update Records - Update Lead field
    • Record: [Lead]
    • Criteria: No criteria—just update the records!
    • Last Responded Campaign at MQL Reference [Lead].Last_Responded_Campaign
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    Conor_Fitzpatri
    Conor_Fitzpatri
    Level 5
    Nov 3, 2015 10:53 PM UTC

    The only issue I see with my process is when someone that wasn't associated with any campaigns turns into an MQL, and then responds to a campaign. In that case it will pull in the first campaign they responded to after becoming an MQL.

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    Conor_Fitzpatri
    Conor_Fitzpatri
    Level 5
    Nov 6, 2015 4:29 PM UTC

    This is not a solution to Emily's problem, but it is related and I thought it would be a cool share. The consultants over at Opfocus devised a way to put the Lead's Status on the Campaign Member object at the time the Campaign was added. I think it would be interesting to run a report to see where Leads are in the funnel when they interact with your campaigns:

    opfocus.com/blog/salesforce-campaign-member-to-the-rescue/

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    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    Mar 9, 2017 8:57 AM UTC

    Hi Conor,

    That would be much easier for Marketers if this idea was implemented:

    -Greg

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    Anonymous
    Mar 9, 2017 11:28 PM UTC

    Voted. I wonder how far away this functionality is.

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