As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many campaigns it took to close a sale.
You can display a number of Campaigns on a Contact record by configuring a rollup via a Campaign Member.
First, create a custom number field on Contact (Number of Campaigns), then from the Rollups tab select New.
- Select Contact as where you would like your results to reside.
- Select your custom field (Number of Campaigns) as the field where you would like your results to reside.
- For the source object, select Campaign Member with relationship ContactID - CampaignMember.ContactID, then select Deleted as the field on Campaign Member to use as a source. Select Count.