Salesforce Marketing Blog

Salesforce Marketing Blog

Salesforce Marketing Blog - May 2009

  • Track Campaign RSVP's with Campaign Member Triggers (Summer '09 part 1)

    John Kucera May 28, 2009

    With the Summer ’09 release, there are some major improvements to Campaign Members!  Over the next month we’ll do our best to give a few examples of how to take advantage of these improvements.

    To help make it more real, we’ll follow Whitney, a marketing manager who is responsible for putting together a webinar for her company TechCo.   We’ll break this down into several parts:

    1)      Creating a basic trigger to keep a quick count of the # RSVP’s

    2)      Using workflow & triggers to auto-email non-respondents 7 days later (automated multi wave drip campaigns)

    3)      Using Salesforce Sites for event registration landing pages

    4)      Using campaign member custom fields to prioritize responses from the webinar

    5)      Using campaign member custom fields & reports for offer management across campaigns

    Create Campaign Custom Field

    We join Whitney after she’s sent out a blast to invite, and wants to create an RSVP counter on the Webinar campaign.  First, she creates a number custom field on Campaign with a label of “# RSVP Yes” and a field name of “RSVP_Yes”.

    Campaign Member Trigger pic 1

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