Creating Engagements from Campaigns

Overview

The Integrous System gives the ability to trigger the creation of Engagement records from Salesforce Campaigns for use cases where the other options, like list uploads or automated processes updating the Lead/Contact ‘Processing’ fields, aren’t sufficient. This allows you to use existing processes for creating Campaigns/Campaign Members and have those reflected in the Integrous attribution models.

🚨 Important Limitations

• Due to timing constraints in Salesforce, Engagements from Campaigns will never serve as ‘Original’ Activations for new Leads and Contacts. They will, however, serve as Influencing Engagements, and they can generate Reactivations for dormant existing Leads and Contacts.

  • Thus, for use cases that generate new Leads, we recommend uploading lists with ‘Processing’ Fields rather than using Campaigns to capture attribution info on Engagements.

  • Context: See the Activations vs. Influencing Engagements and Reactivation Eligibility articles.

• The purpose of this feature isn’t to get attribution info onto Campaigns for reporting; it is to use Campaigns as a flexible mechanism to create Engagement records with attribution info.

• Ensure that only Campaigns that represent meaningful engagement with Leads and Contacts create Engagements (at a similar level of lead engagement or higher than a web form submission)

  • This ensures that the system only creates Engagements that represent actual real-world interactions with Leads and Contacts showing intent to avoid inaccurate attribution data.

To Use This Feature

To create Engagements from a Campaign:

1. Navigate to the desired Campaign record

2. Edit the Engagement Info section

3. Select values for:

   1. Engagement Medium (required)

   2. Engagement Type (required)

   3. Optional: Source, Campaign, Content, Term

4. Check the "Create Engagement Records" box

5. Click Save

How it Works

• When you check the ‘Create Engagement Records’ box, existing Leads and Contacts who are already Campaign Members will immediately receive Engagement Records with the values configured on the Campaign.

  • As additional Leads and Contacts are added to the Campaign, they will automatically receive Engagement records at that time

• The resulting Engagement is created as an Activation if the Lead/Contact is dormant at the time (their Current Activation has a value in ‘Sales Journey Completion Date’). Otherwise, it is created as an Influencing Engagement.

Note: Changing attribution fields on a Campaign won't update Engagements previously created from that Campaign - only new Campaign Members will get the updated values going forward. This preserves historical data if you repurpose the Campaign.

Setup Requirements

Before configuring Campaigns to create Engagements, you'll need to set up the required picklist values:

1. Navigate to Setup → Object Manager → Campaign

2. Click Fields & Relationships → Engagement Medium

3. Scroll down to the Values section and click New

4. Add necessary picklist values for your organization

5. Click Save

Repeat these steps for the Engagement Type field.

Validation Rules

Engagements require at least Medium and Type values, so the system includes automatic validation rules to ensure data integrity:

• If "Create Engagement Records" is checked, both "Engagement Medium" and "Engagement Type" must have values

• Attribution fields cannot have values without "Create Engagement Records" being checked

If these conditions aren't met, the system will display validation errors when saving the Campaign.

Related Articles

• Reactivation Eligibility

• Activations vs. Influencing Engagements