SalesForce Custom Campaign Types & Member  Statuses

SalesForce campaigns have two fields that I see commonly customized: Campaign Member Status and Campaign Type.

Almost every SalesForce instance I’ve worked with has customized these values, but yet there seems to be no real defined standards. Over the years, I’ve come up with a set of guidelines I recommend starting with.

Adding Custom Campaign Types in SalesForce

Use the following steps to customize the standard/default campaign types in SalesForce classic:

1. Go to the Campaigns section of the Setup area
2. Click into the Fields section
3. Click on the Type field to edit it
4. Modify the campaign type picklist values as needed

More information is available in SalesForce’s documentation on how to handle this, but these four steps cover the basics.

Recommended SalesForce Campaign Types

The default SalesForce campaign types are dated, particularly for B2B businesses with modern digital advertising approaches. I typically recommend the following campaign types for modern B2B companies:

• Email
• Phone
• Webinars
• Content Marketing
• Digital Ads
• Social Media
• Event/Conference
• Vendors/Partners
• Referral/Affiliates/Influencers
• Print/Direct
• Other

This is often modified and adjusted depending on the specific products or services a company offers, but it’s a very solid starting point that covers most everything I see flowing into SalesForce instances.

Adding Custom Campaign Member Status Values

If you’re looking to add custom values to your member status field in SalesForce you can use the following steps:

1. Open the Campaign you want to customize
2. Go to Advanced Setup
3. Click Edit to update Member Status values.
4. Update the existing entries or add up to 50 entries.
5. Select one entry as the ‘Default’ value.
6. Values you mark as Responded will be tallied in the “Responses” field for the Campaign

More information is provided by SalesForce in their documentation, including how to do this in the lightning edition. These instructions are for SalesForce classic.

Recommended Campaign Member Status Values

Campaign Type	Member Status Values
Email	Signup Sent Bounced Opened Clicked Unsubscribed
Phone	Enrolled Called Unreachable Converted Unsubscribed
Digital Ads	Viewed Clicked Converted
Content Marketing	Viewed Accessed Converted
Event/Conference	Invited Registered Attended No Show Converted
Social Media	Viewed Clicked Converted
Vendors/Partners	Invited Registered Approved
Referral/Affiliates/Influencers	Viewed Clicked Converted
Print/Direct	Enrolled Sent Converted
Other	Reached Interacted Converted

This list is a solid starting point, but it’s typically adjusted from business to business. I’m a large advocate for configuration specific to your own business logic. Track, analyze and optimize for the business events and metrics that matter most to your business, not what’s considered an industry best practice. It ends up being a lot more productive for revenue generation in my experience.

Resources

• SalesForce: Categorizing Campaigns
• SalesForce: Customize Campaign Types
• SalesForce: Customize Campaign Types in Salesforce Classic
• SalesForce: Customize Campaign Types in Lightning Experience
• SalesForce: Campaign Member Statuses
• SalesForce: Customize Campaign Member Statuses in Lightning Experience
• SalesForce: Customize Campaign Member Statuses in Salesforce Classic