Guest Author: - Stephen Stanley

By default, when you create a new campaign, campaign member status values are limited to

• Sent
• Received

This limits how specific you can be when sending mass emails to a campaign. Unless you add new Campaign Member Status values. Since Spring’20 you have at least been able to clone a campaign (Clone with Related) with related and bring the Member Status values over from prior campaigns

If you want to email contacts associated with opportunities in bulk, then the easiest way to do this is:

• Associate Opportunities with a Campaign
• Send a list email from the campaign to the Opportunity Contacts you are interested in.

Unfortunately using Standard Salesforce, the only way you can segment the campaign members is based on the Campaign Member Status – which typically has been “Sent” or “Responded” and this only has an indirect relationship to the Opportunity Stage.  (It seems that when an opportunity is first associated with a campaign, the “Is Default” members status is assigned to the member and if the Opportunity is Won or Lost, the member status is set to the “Responded” Status – but I’ve not tested this sufficiently to be certain)

So, what if you want to send a different message to campaign members based on the stage in which the associated opportunity is in?  You can’t send a list email to the Opportunities on the Opportunities related list on the Campaign, and while you can choose campaign contacts one by one and send them templated emails to (or send emails en masse), you can’t see the stage of the opportunity when you are looking at the contact (i.e. Campaign Member).  You also can’t reliably add the Opportunity Stage to the campaign members related list with a formula field because there can be many opportunities related to a single contact.

So, if you want to send different templated emails to all opportunity contacts associated with a campaign, and select the contacts based on the stage that the opportunity is in, how do you go about it?

Salesforce Flow of course!

My particular use case is for tracking Training Course inquiries, bookings, sending pre-course reminders, and then after the event has run, sending completion certificates, exam results, and/or post attendance satisfaction surveys. Inquiries and Bookings are created as Opportunities and as they progress through the reservation and attendance lifecycle, the opportunity stage is updated to reflect the status.  Each Training Course that is delivered is a campaign (each separate delivery of the same course is a separate campaign) and all course deliveries of the same course type have the same parent campaign

I want to be able to select opportunities at one or more Opportunity stages and send a mass email to the contacts associated with those opportunities. To do this I have built a flow which: Read the rest of this entry!