Salesforce Campaign Member Status (text tutorial)

When using VR for Appexchange you can update the stats from your VR account back to the Leads and Contacts in Salesforce. VR includes a custom object during the installation to show the email activity such as open, click, bounce and unsubscribe. This information can also be reflected in a Salesforce Campaign History object with just a couple of modifications to the Campaign.

To add Open, click, bounce and unsubscribe reporting to Campaign History follow these steps:

Create your campaign, be sure to click the Active box so that VR can find your campaign. Once the campaign is set up click on Advanced Setup.

 

 

  • Under Member Status Values click Edit

Then add these fields exactly as they are here:

  • Opened
  • Clicked
  • Bounced
  • Unsubscribed

And check the Responded box. Once they are set up click Save.