Eve
r 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?
