Update Campaign Member Status for Multiple Contacts (Not ALL)

[mrtimmcdonald]

We had a use-case come up today and I could not find any information about it so I thought I would try here!

We created a Campaign for an EVENT.  We sent out an email to the Campaign Members notifying them of the event and mass-marked their Status to “Invited”. 

However, we now want to be able to identify those Members that “Attended” vs. those that were “Invited”.  Is there a quicker way to change the Campaign Member Status of multiple Members all at once (and not ALL Members, since ALL did not "Attend")?

Right now, we have only been able to click into each Contact record and update them one by one!

Let me know if you have any ideas!

[Scraps]

I feel your pain. I too have the same problem, and unless there is a consistency in those campaign members that you can put a filter on, it's a one-by-one process.

The thing is though, rather than going into each account, from the Campaign detail page click on Manage Members then the update statuses link. The members appear in a List View and can use the checkboxes to update.

Also, i'm sure there would be an app on the appexchange that could integrate with your email to automatically update statuses when they're acceted.

Hope this helps. I'd be interested to hear of any other ideas.

[mrtimmcdonald]

Hi Scraps!

Thanks for posting!  I wish we had a community of more replys and not so many empty, one-way postings.  Ironically enough, I found the answer to this yesterday and it is the process you described.  I was afraid that the Manage Members button would update all of the Members - I did not realize that you were then presented with a list that you could select from.  This was what I was looking for...although I see your point that it would be great that the status would update automatically based on a response from an email.  I too am sure that the AppExchange or Ideas will have something to meet that need soon!

Cheers!

Tim

[Celedones]

Maybe this will help you, as well.  We have to update campaign member status (from registered to attended or no-show) after each of our events.  We use Excel Connector.  We've set it up so that we can easily pull all the members associated to a campaign, change their member status and then do a mass update all at once.  This way let's us change the status for any and all members regardless of what we're changing it to (i.e. we don't have to change members to attended and then separately change other members to no-show).

Good luck.

[Scraps]

I love the excel connector. I use it for most updates i do in Salesforce, so this makes sense.

However, i'm getting a bit tired of having to find workarounds for most things i'm doing, because a standard interface doesn't exist in the system.

Nevertheless, thanks for the idea.

[jhamlet]

I am struggling with this as well. 

However we are a self service web software product.  So I am working with web campaigns (PPC, Adwords, etc)... I need to automate the member status update if they open an account online and start using our software without any contact with a sales rep.

The only solution that I am able to come up with is getting this developed as an Apex Trigger. 

The manual process with the Excel Connector or Data Loader works, but it is way too time consuming. 

Anyone else have some ideas?

[BritishBoyinDC]

Here's a potential solution for something like Event Registration that some of us in the SF Community put together:

http://community.salesforce.com/sforce/board/message?board.id=Visualforce&message.id=3250&jump=true#...

[jkucera · Accepted solution]

Summer '09 is going to make this a lot easier.  In addition to the existing Manage Members and Campaign Import Wizards, Salesforce Sites allows for creation of event registration forms which can automatically write to the Campaign Member table.

As we're releasing custom fields for Campaign Member (mid July), you'll be able to track more information than just "Invited" or "Attended" as well.

To make a sites page, here's the class for the controller + visual force page.  Note I've specifically left out most error handling to make it easier to follow:

public class UpdateCampaignMemberClass{

    public final CampaignMember cm;

    private ApexPages.StandardController cmController;

    public UpdateCampaignMemberClass(ApexPages.StandardController controller) {
        cmController = controller;
        this.cm= (CampaignMember)controller.getRecord();
    }

    public PageReference UpdateAction() {
             try{
            update cm;
            }
            catch(DmlException ex){
            ApexPages.addMessages(ex);
            }
       
        return new PageReference('http://jdk470.force.com/?id=' + cm.id );
    }   public string getStatus(string Status){
            return 'Status';
   } 
    
      
       
 }

<apex:page standardController="CampaignMember" extensions="UpdateCampaignMemberClass" sidebar="false" showHeader="false">

<script type="text/javascript"> 

function getQueryVariable(variable) {
var query = window.location.search.substring(1);
var vars = query.split("&");
for (var i=0;i<vars.length;i++) {
var pair = vars[i].split("=");
if (pair[0] == variable) {
return pair[1];
}
} } 

function showAlert(variable){
    alert(variable);
    }
</script>


<apex:form >
    <b>Campaign Member ID </b><apex:inputfield value="{!campaignmember.Id}"/><br/><br/>
            Status <apex:inputfield value="{!campaignmember.status}"/><br/><br/>
    <apex:commandButton value="Update" action="{!UpdateAction}" />

</apex:form>

   

[JP_Admin]

I was working within the Force IDE to get the controller and visualforce page to work. All was good until I tried to deploy to server. It then told me to test it, but I have no idea where to begin. Do you have any simple testing code that I can use to work with this?

Thank you!

[jkucera]

Example test code: note this isn't best practice though.

http://blogs.salesforce.com/marketing/2009/06/automated-multiwave-campaigns-in-salesforce-marketing-...

Check out this page for great tips on how to write tests.

http://wiki.developerforce.com/index.php/An_Introduction_to_Apex_Code_Test_Methods