Report on follow-up activity on Campaign Members - Answers - Salesforce Trailblazer Community
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Savannah BarattaSavannah Baratta 

Report on follow-up activity on Campaign Members

I am looking for a way to report on follow-up activities (Emails, calls, meetings) that occur on leads and contacts who are apart of a specific Campaign and who share a specific Campaign Member Status. 

I've already created two custom reports: "Campaigns and Lead and Activities" and "Campaigns and Contacts and Activities" however I have the following issue: Using these reports does not allow me to group the Activities by Campaign Member Status so that I can see the difference in Sales Activity levels by Campaign Member status. We would like to use Campaign Member Status to tell us who from the Campaign should be followed up on and by who - but not being able to group by Campaign Member Status seems to make that unattainable. 

Any ideas here would be greatly apprciated!

Jayson MoralesJayson Morales
Hi Savannah,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Reports & Dashboards group below to collaborate with the experts for best practice and advice.

Hope this helps.

Danica WytcherleyDanica Wytcherley
Savanna, did you ever figure this out?? I am in the EXACT same boat and am completely stuck.