C4C How to display visits in campaigns

[mjveerhuis1]

Hi,

Visits can be related to a campaign. Although when looking at the campaign details in the Activities tab visits cannot be added or may be even adding a new tab that includes visits is not possible. Opportunities are visible in campaign if a reference to a campaign is made.

Does anybody knows what the exact logic behind is?

Kr.

MJ

[carmen_selena90]

Hello,

I am having the same issue, the only solution I see is to create an embedded component and to add custom development to bring all the data I need. Afterwards, I plan to enhance this EC in Activities tab from Campaign.

Can you please tell me if this was also the solution in your case or did you find a better one?

Thank you very much and best regards,

Carmen

[mjveerhuis1]

Hi Amit,

I am not talking about the campaigns that show up in the visit or can be selected in the visit. All three criteria are met. So from a visit a reference can be made to any campaign that is active, executed and valid for the account.

My question is a different one. When I open the campaign I have a tab with Opportunities where I can see in which opportunities the campaign has been selected. I also have a tab with Activities where i can see what activities have been created with reference to the campaign (tasks, phone calls etc).

My issue is why can't i see the referenced visits in the campaign? I cannot add the visits in the activities tab or add a tab that includes the visits? Am i overlooking something? Adding an embedded report in the results page might be the only way to get visibility of the visit that have been created against a campaign.

Kr.

MJ

[MJVEERHUIS]

Hello,

I faced the same issue,but with a different customer.

WIhtin the activites tab of the sales campaign you can still not easily add a standard visit section, although it seems from a business process point of view quite common to reference sales campaings in visits.

So indeed, i created a visit report view  within a standard visit analyses report or any other report that contains visit details including the 'preceeding campaign' field.

Via Adaptation within the Sales Campaign, Tab: Ativities, i defined an embedded report, selected my report view and added  Campaign(*) in the Selection and Filter area.

It works ok

Kr. MJ

[amit_kumar159]

Which campaigns show up in the visit?

The solution checks a few things to ensure that you see only the relevant campaigns in your visits.

The campaigns that appear in the visit include campaigns that meet the following criteria:

• Are valid for the associated account
• Have been executed
• Are valid on the date of the visit