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Re: Find which campaigns a lead is in?

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Anonymous
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Find which campaigns a lead is in?

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?
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Anonymous
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Re: Find which campaigns a lead is in?

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

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Anonymous
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Re: Find which campaigns a lead is in?

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.
Anonymous
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Re: Find which campaigns a lead is in?

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

Thanks
Anonymous
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Re: Find which campaigns a lead is in?

Then I'd go to the lead's activity log and in the top left "Fliter: Smart Campaign". Hope this helps!
Anonymous
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Re: Find which campaigns a lead is in?

Genius!

Thanks Kim - I never even noticed that little filter.  Cheers!
Anonymous
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Re: Find which campaigns a lead is in?

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!


Anonymous
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Re: Find which campaigns a lead is in?

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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