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This is for information about procedures and instructions intended for staff and faculty using Salesforce Campaigns and Salesforce Marketing Cloud.
An overview for viewing Campaign Member data in the Salesforce Campaign object via the Communication List Management app, used by former Lyris users in Salesforce. A Campaign record is a collection of Campaign members, individuals or corporation contacts.
Adding a new Contact or Contacts to a Campaign
Users can add one or multiple contacts to a Campaign through a Salesforce Screen Flow on the Communication List Management Home page or Campaign record page.
Communication List Management Home page Screen Flow
For the home page screen flow you will need to select the campaign you would like to assign people to in the Campaign Lookup. This is a filtered field, and should only show campaigns with pre-determined values, such as being active. To find your campaign, type the name here to search.
Campaign record page Screen Flow
This screen flow pre-populates the campaign record it is on, bypassing the need for the search.
Within both Flows, the user is required to enter a First Name, Last Name and Email address for anyone they want to add to the campaign. The user can also provide an address or Banner ID/Student ID that can assist with matching a record already in Salesforce.
If the user would like to add more than one Contact, this can be done on the same form by clicking +Add, which will generate the same fields again to be populated.
The user should be able to add up to ten new campaign members using either form. For campaign additions larger than ten, a data load can be requested with the following articles and services; Salesforce: How to Load a Campaign Member Data List into Existing Campaigns in Salesforce EDA; Salesforce Data Load - Request Service
The Screen Flows default sets the Lead Source field to Lyris Migration and the Status field to Subscribed. These defaults should generally not be updated. Hit the Next button to create the Interaction, Contact (new or matched) and Campaign Member records. The Interaction record is a backend record kicking off this process.
Updating Campaign Member Status for existing Campaign Members
When a Campaign Member should be moved to Unsubscribed, use the Campaign Member Status Update flows found lower on the Home page and Campaign record page.
Communication List Management Home page Campaign Member Status Update Screen Flow
Campaign record page Campaign Member Status Update Screen Flow
With the Home page Campaign Member Status Update Screen Flow, find your Campaign within the Campaign Lookup field. Again, the filter is looking for a Campaign with the Campaign Sponsor field populated with College/Program.
After selecting the correct Campaign, select Next.
You are then able to query or sort to find the record(s) that need an update.
Update the appropriate record Status field with “Unsubscribed” and then hit the Save button and finally the Next button to complete the action.
From the Campaign record page, the action is the same, but you do not need to query for the Campaign record, as you are already on the record.
Query for your Campaign Member and update the Status field appropriately, hit the Save button and the Next button to complete the action.
Related Articles
Salesforce: View and Create Salesforce Campaign Records
Salesforce: How to Load a Campaign Member Data List into Existing Campaigns in Salesforce EDA
Salesforce Data Load