Can't update Campaign Member Status
We have added a ton of picklist values to the Campaign Member Status field (screenshot 1), but when I try to update a Campaign Member's status, I only get two options: Sent and Responded (screenshot 2).
Any idea what the issue might be?
Thank you much!
You will have to add Campaign member status for each campaign.
try these steps for your campaign-:
Click Advanced Setup on a campaign detail page.
Update the existing entries or add new values.
To add entries, click Add More. You can add up to 50 entries.
Select one entry as the “Default” value.
Choose which values count as “Responded.” Members with statuses that count as “Responded” are tallied in the Responses in Campaign field on the campaign.
Hope it helps!
On my org we created "Template" Campaigns with the custom Member Status values added.
Then we Clone them whenever we need to create a new Campign with the Member Status values we want.
I am not finding the Advanced Setup option anywhere...Are you saying I would find it here below:
Thanks for your help. I had a little trouble setting up the tabs portion on the lightning page, but I think you created the Member Statuses tab as a custom tab, correct?
Also, what would be the next steps for being able to view the Advanced Setup option?
Puttling out a couple of fires today, I'll try to post some screenshots later (if I can)