The ‘Active’ Checkbox on Salesforce Campaigns – 4 Ways to Use It to Your Advantage

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The ‘Active’ checkbox field on Salesforce Campaigns comes out-of-the-box with Salesforce. Many marketers take its existence for granted, as we get more efficient at setting campaigns up, almost on auto-pilot. It may not seem to have much use to you, because after all, the ‘Status’ field tells you whether a Campaign is Planned, In Progress, Completed, or Aborted. The ‘Active’ checkbox doubles up on this? Yet, try to remove the checkbox from your page layouts, and you will find this field isn’t going anywhere.

So, what’s so special about this field anyway? It’s easily ignored, but persistent. I’ve been thinking about this field for some time, and have come up with 4 ways the ‘active’ checkbox is deserving of its place:

1.Reporting Efficiency

This field can improve reporting efficiency. It groups active campaigns together, and marks them distinctly from inactive campaigns. This is works in the same way as the ‘Closed’ checkbox on Opportunities, which groups Closed Won and Closed Lost opportunity, enabling you to identify (or exclude) open pipeline.

2. Default Filtered Views

As I mentioned above, the true/false values for this checkbox can be used in reports, but you will also find this useful as a filter on Lead/Contact Campaign History filtered search views.

When users go to link campaigns as the ‘Primary Campaign Source’ on opportunities, inactive campaigns will be conveniently filtered out.

3. Campaign Influence

the ‘Active’ checkbox controls which campaigns are considered ‘influential’ towards the opportunity revenue that Leads/Contacts are added to.

When a campaign is not active, Campaign Influence reporting prevents this campaign from being counted in the opportunity revenue.

It’s also worth noting that the ‘Active’ checkbox is unique in this behaviour. Campaign Influence does not take the campaign Status field into account, which means, for example that if the campaign status is ‘Cancelled’, and the campaign is Active, the campaign is counted towards influencing the opportunity. The ‘Active’ checkbox is the sole controller.

4. Keep Synced Campaigns Clean & Dropdowns Lean

Salesforce Campaigns without the ‘Active’ checkbox checked will not appear in Pardot dropdown menus, for example when defining the ‘Add to CRM Campaign’ action in Completion Actions or Automation Rules. This keeps the dropdown view clean, or waste time scrolling through your entire collection of historical campaigns each time.

With Connected Campaigns, this now becomes more appealing to marketers. Connected Campaigns undoubtedly increased Pardot user’s use of Salesforce Campaigns (for multi-touch attribution reporting), and so the ‘Active’ checkbox can help keep your synced campaigns view lean.

Working With The ‘Active’ Checkbox – Tips for Efficiency

Want to make things more efficient by avoiding traps and fiddly admin? You can set up Salesforce automation to uncheck the ‘Active’ checkbox under certain circumstances, two that I can think of are:

  • Campaign End Date: when a significant period of time has passed since the end date (! Remember your Campaign Influence timeframes!).
  • Status: when a campaign is changed to Cancelled/Aborted.

This can be achieved through a workflow rule (or, Process Builder if you are using Professional Edition).

Summary

The checkbox field ‘Active’ on Salesforce Campaigns It’s easily ignored, but persistent. This post has covered 4 reasons why this field is deserving of its place in your org, and ways you can get clever about its usage – so starting today, don’t take its existence for granted!

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