• The App only works when a New Campaign is created, or if the Campaign “Type” field is changed. It does NOT go through all current campaigns
• Make sure the Picklist Values for Campaign Type have the same Label and API Name.
  Navigate to setup - Search "Object Manager" and Click into this option.
  Click into "Campaign" Object.
  Select menu option "Fields & Relationships"
  Click into Field "Type"
  Make sure the "Values" and "API Name" columns have EXACTLY the same values for all Campaign Type Picklist Values
• Make sure you are on the latest release – see Version Updates list below
• Make sure you’ve setup the Campaign Status – defaults by Type using the Campaign Status App. AFTER that, then change the campaign status.
• Make sure you have a one default campaign status setup, plus have at least one marked as responded
• Check the “Campaign Status Error Log” to see if there are any errors in the log.
• Make sure you have “Marketing User” checkbox enabled on your user record.
• If you have other Apps installed that are also using the Campaign Object, then check with those vendors to see if there is any errors or something preventing the updates
• Try disabling validation rules on the Campaign and Campaign Member objects
• If you have any required fields at the database level on the Campaign, try making these not required.
• If you have any filtered lookup fields on the Campaign object, try disabling these.

Please read through a check all of the above before contacting our support.

Email support is available for those organisations on the paid version of the App. Please email support @ aakonsult.com

When setting up a campaign, you may wish to logically order the status's. For example, if you were organising a breakfast event, you may wish to have the status's in the following order:

1. Invited
2. RSVP - Yes
3. Attended

To have the status's setup in this order, you could assign the sequence numbers as the following

• Invited - 10
• RSVP - Yes - 20
• Attended - 30

We recommend going up in steps of 10 as its easy to add another status between at some stage in the future.

Note, the order saved shows up nicely in classic. However, whilst the order is saved behind the scenes, it does not necessarily show in this order in Lighting, but more in alphanumeric order.

The order sequence will only be applied when campaign status’s are added to a Campaign. For existing Campaigns, you will need to first remove the current status’s and then re-trigger the update by changing the Campaign Type to something different, then back again.

The reasons for the way this works is due to campaign member status inbuilt restrictions

AAkonsult Campaign Status was designed to work with as many versions of Salesforce CRM as possible.  As record types are not available in all versions, it works only with Campaign Type field.  However, you could still just have selected Campaign Type picklist values per record type and in effect do the same thing.  If this does not match exactly because you are using Campaign Types for something different, then perhaps consider moving your current Campaign Types to a custom picklist field.

There are two options available:

1. Replace All. This will remove any pre-existing status's that are not part of your newly defined status set.
2. Add/Update. This will add new status's that are in your list, but were not previously there. It will update existing status's that match your new list with things such as sequence, default or responded.

Example Setup:
To illustrate how this might work, imagine you had the following setup.

Your current Campaign has the following status's:

• Sent
• Responded
• Attended

You setup a Campaign Member Default with the following status's:

• Invited
• RSVP - Yes
• Attended

Example - Replace All

After changing the Campaign Type to the one where a Campaign Status Default has been setup using the example data above, the resulting status's will exist on the Campaign.

• Invited
• RSVP - Yes
• Attended

Example - Add/Update

After changing the Campaign Type to the one where a Campaign Status Default has been setup using the example data above, the resulting status's will exist on the Campaign. Note, "Attended" already existed, so it would have the sequence, default and responded options selected.

• Sent
• Responded
• Invited
• RSVP - Yes
• Attended

The replace all will replace all existing status’s.  Including the default of Sent and Responded that salesforce creates as default for all Campaigns.  However, should a status already be used against a Campaign Member then it cannot be removed.

Please also see the response to FAQ above

AAkonsult Campaign Status is a native application to Salesforce and does not have any 3rd party integrations.  No, it will not be impacted by this change.

Yes to both of these. Make sure you are on version 1.8 or higher for lightning. Most of the functionality of the App is when a new Campaign is created or the Campaign Type field is changed and therefore most of the functionality happens behind the scenes. The maintenance of the status’s uses a technique that allows the forms to work with Lightning or Classic.

The App has been around for a while now and precedes the picklist API values. We are using labels. Our recommendation is to keep both values the same.

The defaults are only applied to new Campaigns, or Campaigns where the Campaign Type has changed.  If you want to apply the defaults to an existing campaign,then you can change the Campaign Type to something different – Save.  Then change it back to its original and save.

If you have many campaigns to change, then you can look at tools such as the Salesforce data loader to do the changes in bulk – please consult Salesforce online help or support for information on data loader.

NO, this App is 100% Salesforce native.  It does NOT integrate with any other system, nor does it send data outside of your salesforce instance.

No, the App does not do any post install updates.  Only new campaigns created, or those that have their Campaign Type field changed will trigger the Campaign Status App to run.

If the Application was installed, it should show it in the app launcher: 

Please goto setup > search installed packages > see if the list has 'AAkonsult Campaign status', like shown below. 

If the list contains campaign status app then you can check the version under “Version number”. 
If the list does not contain campaign status app then it was not installed.

Note: this is a test org and test version so please ignore the version.