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Process Builder to Stamp Last Campaign

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Anonymous
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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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Re: Process Builder to Stamp Last Campaign

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

View solution in original post

11 REPLIES 11
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Re: Process Builder to Stamp Last Campaign

Hi Emily,

Are you talking about SFDC process builder ?

-Greg

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Anonymous
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Re: Process Builder to Stamp Last Campaign

Yes, SFDC Process Builder.

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Level 10 - Champion Alumni

Re: Process Builder to Stamp Last Campaign

Just do

Change Data Value: Last Campaign = X

either within the main status response flow or centrally.

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Anonymous
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Re: Process Builder to Stamp Last Campaign

Josh, can you expand on the last part?

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Re: Process Builder to Stamp Last Campaign

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

View solution in original post

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Re: Process Builder to Stamp Last Campaign

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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Anonymous
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Re: Process Builder to Stamp Last Campaign

I'm getting back into this. Very interesting approach. I'll test it out. Thanks!

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Anonymous
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Re: Process Builder to Stamp Last Campaign

I've implemented and tested one lead in sandbox. It works so now I'll begin more rigorous testing. The only change that I made was for the Action Criteria in Process 2 as I wanted to track off a Date value for MQL. Here's the formula:

AND([Lead].MQL_Date__c =TODAY(),

ISBLANK([Lead].Last_Campaign_Responded_at_MQL__c)

)

I'd potentially look into updating this to ISCHANGED for the MQL Date as we use a 90-day cycle for our MQLs.

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Re: Process Builder to Stamp Last Campaign

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:

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