Campaign Member Activity action removed when configured with FIND and UPDATE
Last updated 2021-02-17 ·Reference W-7170261 ·Reported By 0 users
When a Journey is configured using the objects : Criteria, filters and fields as well as a Campaign Member Activity dragged inside the journey, then the entered details and the action previously configured with FIND AND UPDATE for this Activity will be set to SIMPLE UPDATE when re-opening the campaign member activity.
As an entry source of your Journey, select Salesforce data:
Who: Contact ID (Contact)
Action: Created, Updated
Criteria: CampaignMember:ContactId WASSET AND CampaignMember:Status EQUALS Sent
Related objects criteria: Contact:Contact:Email WASSET
Entry Data: CampaignMember:Id; CampaignMember:Contact:Id; CampaignMember:Contact:Email; CampaignMember:Contact:HasOptedOutOfEmail;
Drag in the campaign member activity, click on it, select Find and Update.
Select which fields to lookup = Contact and Campaign
Salesforce Lookup Fields for Contact = ContactID
Under marketing cloud attributes: select an attribute from journey data : CampaignMember:Contact:Id
Select a Campaign to update
When multiple matching records are found = Do not update
When no records are found = Do not update
Click next, next, done and reopen the same activity.
From there you will see previously entered details are removed and the action is set to SIMPLE UPDATE while it was configured with FIND AND UPDATE.
As a workaround, do not re-open the activity and activate the journey as it is, the details and actions will be kept as previously entered while configuring the journey.
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