We are building our first Power List to distribute an NPS survey. We did the survey with part of our customer base earlier in the year, and we have those customers listed as members of a campaign in SFDC.
We have created a data space to bring in the campaign history for each contact relating to an account.
We're looking for a way to create a power list that includes only contacts who are not part of the old campaign, but filtering for campaign name on the power list only excludes that campaign, not all associated contacts.
Does anyone have a recommendation for how we can build this list?
Solved
Can I exclude members of a campaign from Power List?
Best answer by manu_mittal
Hi Nicole,
Since your base object is Campaign Members, you can only work with Contacts who have been added to a Campaign at some point (potentially not all Contacts you might want to reach out to).
Do you have these new recipients added to a "new" Campaign, too, or is it just the folks who got surveyed previously? If there is a "new" Campaign, we could create our Power List directly from it (Campaign Id/Name = x). If not, one solution is to flag the Contacts who have already been surveyed -- using a roll-up summary field or a field populated via the Rules Engine -- and then build the Power List on the Contact object.
Hope this helps.
Thanks,
Manu
Since your base object is Campaign Members, you can only work with Contacts who have been added to a Campaign at some point (potentially not all Contacts you might want to reach out to).
Do you have these new recipients added to a "new" Campaign, too, or is it just the folks who got surveyed previously? If there is a "new" Campaign, we could create our Power List directly from it (Campaign Id/Name = x). If not, one solution is to flag the Contacts who have already been surveyed -- using a roll-up summary field or a field populated via the Rules Engine -- and then build the Power List on the Contact object.
Hope this helps.
Thanks,
Manu
Hi Nicole,
Would you like to elaborate the way you are creating dataspace for powerlist, Is Campaign base object and from it a lookup to contact? I would also recommend you posting screenshot of your dataspace for me to understand better and help you solving the problem.
Would you like to elaborate the way you are creating dataspace for powerlist, Is Campaign base object and from it a lookup to contact? I would also recommend you posting screenshot of your dataspace for me to understand better and help you solving the problem.
We created dataspace so we could leverage "campaign history" from SFDC to write health scores and CTA's, not particularly for this outreach. The base in the dataspace is the campaign member, and it looks up to contacts and campaign details.
I'm assuming I need the data space for the power list so I can have elements from the contact object, account object and campaign history available to filter.
I attached a screen shot, and there are several fields not visible here from the contact and account objects.
Thanks for looking into this!
I'm assuming I need the data space for the power list so I can have elements from the contact object, account object and campaign history available to filter.
I attached a screen shot, and there are several fields not visible here from the contact and account objects.
Thanks for looking into this!
+3Hi Nicole,
Since your base object is Campaign Members, you can only work with Contacts who have been added to a Campaign at some point (potentially not all Contacts you might want to reach out to).
Do you have these new recipients added to a "new" Campaign, too, or is it just the folks who got surveyed previously? If there is a "new" Campaign, we could create our Power List directly from it (Campaign Id/Name = x). If not, one solution is to flag the Contacts who have already been surveyed -- using a roll-up summary field or a field populated via the Rules Engine -- and then build the Power List on the Contact object.
Hope this helps.
Thanks,
Manu
Since your base object is Campaign Members, you can only work with Contacts who have been added to a Campaign at some point (potentially not all Contacts you might want to reach out to).
Do you have these new recipients added to a "new" Campaign, too, or is it just the folks who got surveyed previously? If there is a "new" Campaign, we could create our Power List directly from it (Campaign Id/Name = x). If not, one solution is to flag the Contacts who have already been surveyed -- using a roll-up summary field or a field populated via the Rules Engine -- and then build the Power List on the Contact object.
Hope this helps.
Thanks,
Manu
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