3 Replies Latest reply on Oct 30, 2018 1:31 AM by Floyd Alvares

    Changing status in SFDC campaign

    Jeffrey Hanrahan

      I have been trying to change the status of all the individuals who responded to a RSVP so that SalesForce has a changes the status to responded. When I run the campaign the result for all the individuals is "Skipped execution due to that the sfdc campaign was linked with a program". What can I do get the status to change in SF?

       

      Thanks

        • Re: Changing status in SFDC campaign
          Jim Thao

          Because it's linked to a program, you will need to do Change Program Status instead and that will in turn sync to the SFDC campaign.

          • Re: Changing status in SFDC campaign
            Suzanne Wink

            As Jim is saying, the reason this won't work is because you are syncing your program to a Salesforce Campaign. When it comes to the Salesforce -Marketo campaign sync you have 2 options:

             

            1. Sync the Marketo Program to the Salesforce Campaign and use the 'Change Program Status' flow step to update a leads program status in Marketo. This will update the status for that lead/contact in the Salesforce Campaign as well (and will add the lead/contact to the campaign automatically if not yet a member of that campaign).
            2. Don't sync the Marketo Program to the Salesforce Campaign but use the 'Add to Salesforce Campaign' flow step in stead.

             

            To 'manually' change their status after the fact, you can go to the members tab of your program and select the people who have rsvp'd and change their program status there.

            Screen Shot 2018-10-30 at 5.18.15 pm.png

            If there are too many to manually update, use a smart campaign in stead and use the 'change program status' flow step in stead of the 'add to sfdc campaign' flow step.

             

            Hope this helps,

            Suzanne

            • Re: Changing status in SFDC campaign
              Floyd Alvares

              Just adding to Jim and Suzanne,

              The reason you are getting the error: "Skipped execution due to that the SFDC campaign was linked with a program" is because you are attempting to "Add members to an SFDC campaign" when they are already a part of the campaign. Instead you need to change the flow step logic to "change status of the SFDC campaign" and select the relevant status which will then be reflected in SFDC.

              Thanks

              Floyd