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Laura KimballLaura Kimball 

Can't update Campaign Member Status

Hello!

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!

Laura Kimball

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Best Answer chosen by Laura Kimball
Steve MolisSteve Molis
Okay first you need to add the "Member Statuses" related List to the Page Layout, then add it to the Lightning Page Layout 

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All Answers

sakshi nagpalsakshi nagpal
Hi Laura,

 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.
Click Edit.
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!
Steve MolisSteve Molis
++ sakshi nagpal  

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.
Laura KimballLaura Kimball
Thank you both!

I am not finding the Advanced Setup option anywhere...Are you saying I would find it here below:

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Laura KimballLaura Kimball
On the Campaign Details page, I don't see Advanced Setup anywhere

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Steve MolisSteve Molis
Okay first you need to add the "Member Statuses" related List to the Page Layout, then add it to the Lightning Page Layout 

1
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This was selected as the best answer
Laura KimballLaura Kimball
Hi Steve!

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?

Thanks again!

Laura
Steve MolisSteve Molis
Hi Laura,
Puttling out a couple of fires today, I'll try to post some screenshots later (if I can)