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SalesForce Custom Campaign Types & Member  Statuses

Adding and updating custom campaign types and member status values for your SalesForce campaigns.

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
  • Signup
  • Sent
  • Bounced
  • Opened
  • Clicked
  • Unsubscribed
  • Enrolled
  • Called
  • Unreachable
  • Converted
  • Unsubscribed
Digital Ads
  • Viewed
  • Clicked
  • Converted
Content Marketing
  • Viewed
  • Accessed
  • Converted
  • Invited
  • Registered
  • Attended
  • No Show
  • Converted
Social Media
  • Viewed
  • Clicked
  • Converted
  • Invited
  • Registered
  • Approved
  • Viewed
  • Clicked
  • Converted
  • Enrolled
  • Sent
  • Converted
  • 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.


Meet the Author

Kevin Leary, WordPress Consultant

I'm a freelance web developer and WordPress consultant in Boston, MA with 16 years of experience building websites and applications. View a portfolio of my work or request an estimate for your next project.