Simple Campaign Builder (BETA)
OK, here is the Simple Campaign Builder in BETA form. Did I mention it’s in BETA? It’s in BETA.
If you want to play with it, go get it from the Appexchange. Please let me know what you think (steve at gokubi dot com). I’d love for you to test it out and tell me what works and doesn’t work, what you like and hate, and how it could be better. How does it work with large Campaign member sets? Any flaws in result sets? How could the UI be better?
It’s not perfect, it’s in BETA.
After you install the Appexchange S-Control, you need to create a custom formula field of type text on the Campaign object. The formula should look like this, where THESCONTROLID is the ID that the S-Control has in your Salesforce.com instance:
HYPERLINK("/servlet/servlet.Integration?lid=THESCONTROLID&eid=" & {!Id} , "Combine with Another Campaign")
To find the ID of the S-Control, go to Setup | Build | Custom S-Controls and look at the link to the “Simple Campaign Builder” S-Control. You should be able to dig the ID out of that link.
Let me know what you think!
May 4th, 2006 at 2:02 pm
It is very intuitive and would not really require much training to have someone use. And it’s fast! Nice work.
While you are at, though, can you add a clone feature that would create a copy of the First Campaign and keep all the existing members on it? Perhaps it’s an option that exists in your tool when you first go in that can be selected. If you, instead, choose a Second Campaign, that option disappears and you have the 3 options you already offer.
May 4th, 2006 at 2:33 pm
Thanks for the feedback. It’s pretty fast on small campaigns, but you can add up to 500,000 members to a campaign I think. Yikes!
Clone with members is interesting. I’ve also thought about a Remove all Members function. I see both of these as links off a campaign, rather than part of the combination process. Would that get at what you’re thinking?
May 4th, 2006 at 2:55 pm
Yes, I think it would. Just make sure the Remove All Members function has an “Are you sure?” warning message that a user gets confronted with before removing them all.
May 4th, 2006 at 6:53 pm
I hear that! Maybe “Are you really, really sure?”