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Campaign Member Customization – More useful than you think!
September 1st, 2009 by Marc Baizman

EveCampaign with Membersr since this feature was requested by our old pal Steve Andersen, I’ve been waiting to play around with this.  This feature makes looking at a specific Campaign wayyyy more useful. First thing you should do (if you haven’t already) is add  the CampaignMember Related List to the Campaign Page Layout.   Ta-da!  You can now see which Leads or Contacts are members of your Campaign without running that sucky, uncustomizable Campaign Call Down Report.  But wait!  You can now customize that Campaign Call Down Report too!  Woo-hoo!

Okay, so now you’ve got the report of your Campaign Members.  Wouldn’t you love to indicate payment information on each of those members?  Of course you do!  Sure, you could customize the Campaign Member statuses to indicate RVSP, Paid, etc.  But I’m sure you’d love to capture their payment details.   Well, now you can go ahead and add custom fields to the Campaign Member object, like a Check #, Credit Card #, Amount, etc.  Then, whenever you have events that you want to see if people have paid for, you can use the Campaign Member customization you just did.  There are all sorts of ways to use this, and I’ve only touched on one.  How are you using Campaign Member customization?  Do you like the new Campaign Membership Management?


2 Responses  
Evan Callahan writes:
September 9th, 2009 at 6:10 pm

Absolutely super cool. We have clients using it to store table numbers and other details for events.

The one gotcha to note is that at this time, you can’t put those campaign member fields on the Campaigns related list of the Contact layout. Only the campaign information and the member status can go there. We’re hoping it is just an oversight that they will fix soon!

Keith F. writes:
December 29th, 2009 at 3:07 pm

Agreed. It would be nice to have the Campaign Member details on the Contact page layout too. For example if I have a drop down box on the Campaign Member Page call “Event Role” with options like Volunteer, Staff, Actor, Etc, I can currently pull that field to the Campaign Page and show the related informtion.

What I can’t do, is pull that same information to the Contact Page in the Campaign section because it is not linked to Campaign Member page, so I can’t pull over “Event Role” to the contact page under campaigns

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