campaigncampaign-memberpardot
I have a requirement to set a custom field while creating a Campaign Member from a Pardot form using "Add to Campaign". Currently the only field that can be set is the standard status field.
The invitee for example can fill in his/her +1 for the event and this should also be stored in the campaign member.
Any idea on how to achieve this? I am relatively new to Pardot.
To create the custom field go to setup->customize->campaign->campaign members->fields then scroll down to the "Campaign Member Custom Fields & Relationships" section and click new. As far as getting the email address, you could either query the contacts and leads or create a formula field and set it to the email address for the campaign member. Email appears to be available in formulas but not available in apex/soql.
What is the Default field used for ?
The default value is the one that is automatically chosen: the "default" value. While capturing leads online, for example, the status will be set to the default value. Many fields may have default values, such as text fields, date fields, and picklists.
What is the "Responded" field used for ?
It's used to indicate that a status value indicates a positive response to the campaign. The default configuration has the values of "Sent" and "Responded." This allows you to run reports to find out interesting information. For example, if 100 emails were sent out, and 28 responses were received, we would know that the conversion rate is 28%. This allows us to evaluate the effectiveness of campaigns. Since you may have many different values, even per campaign, it is important to know what constitutes a response, versus those that are not responses, such as "Not Interested" or "Left Voicemail".
Campaign Member Status is one of the few fields that has an "extra" significance to the selected value, including Lead Status, Opportunity Stage, Case Status, and Contract Status. Each field produces some extra effect that aids in improving performance or signalling a change in the system. This particular field produces additional information on the success or penetration of a marketing campaign.
Best Answer
This can be a tricky thing. Technically, one could argue that the +1 didn't explicitly give you permission to email them, so you may not want them as their own Prospect record.
How we've solved this in the past for our clients is to have the +1 information as custom fields on the Prospect record (so we can see Sally invited Bob).
Next, sync this information to Salesforce, then use Salesforce Automation to create/update the CampaignMember record to stamp additional details on the CampaignMember.
Getting the order of operations right is important, given there's a Salesforce Sync involved and the CampaignMember record may/may not already be there.