Know which workarounds really work
Youāre set up in Salesforce as a marketing user. You are able to create custom campaign member statuses in Salesforce. Your campaign is set to active. So why canāt you see these new campaign member statuses in Pardotās Engagement Studio?
Judging by the number of Salesforce users who say this issue affects them, youāre not alone if you are also running into this issue. Many users are noticing that even though theyāve added a new campaign member status, and have tried to refresh the data via an automation rule, the new status is still missing from Pardot.
This is idiosyncrasy is posted as a known issue in Salesforce Trailblazer.
Two workarounds are appended to this known issue
The second workaround resulted in the campaign member status appearing in Pardotā¦twice. A 25 minute phone call with Salesforce support confirmed that this, too, is a known issue. This means that option B, as of now, really isnāt a viable work around.
That leaves us with option A. Make a small change to the campaign record to ensure the last modified date is updated. This is the key bit of the workaround. One would think that just adding a new campaign member status would be a significant edit and be reflected in the last modified date. This is not the case. It turns out that you must modify a field on the details tab only for it to be reflected in the last modified date.
Here are the steps I took
- Add the new campaign member status, which you can find on the status tab
- Visit the details tab and slightly modify the name of the campaign
- Hit save
- Go back and put the name back to how it originally was
- Hit save
The last modified date reflected my recent campaign name tweaks. When I went to my Engagement Studio in Pardot I was able to see the new campaign member status. So, until some of these known issues are resolved, go for option A in the workaround!
If youāre stuck or need some help with your campaigns, please reach out. Weāll work you through those workarounds!
For reference
New campaign member status does not automatically appear in Pardot
Author | Jennifer G
Pardot Consultant
Jennifer has been using Pardot since 2010, way before it was owned by Salesforce. As a marketing and sales professional, Jennifer realized the importance of understanding and mastering a solid MAS and CRM. She enjoys helping others with their MAS and, if she can help marketing and sales folks look like rockstars along the way, even better!
Jeff Kemp
Author | Certified Consultant | Owner
Technology Consultant | Marketing Automation & CRM Consultant
Working as an independent consultant under my company Optimal Business Consulting, I can advise on your tech stack selection and optimize your processes and platforms for improved marketing & sales effectiveness, operations, and ROI.
Brief intro about Jeff Kemp (Owner) - Watch Video:
I enjoy the intersection of working with people, processes, and technology where I can provide leadership and add value.
With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation & CRM optimization for over 10 years, eight of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 15 years of WordPress development experience and additional high profile roles in sales and marketing management.
I've led over 50 client consulting engagements in various industries (sometimes working through other Salesforce Partners), and with each organization and project that I'm involved with I work hard to identify and solve sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems, and architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC
My superpowers:
ā”Operational Efficiency ā”Knowledge ā”Experience ā”Business Acumen ā”VersatilityĀ ā” Perseverance
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