Symptom
You are trying to use Lead Distribution Rules to assign Leads based on the Campaign name, more precisely using the 'Contains pattern' operator in the 'Campaign' column.
Environment
SAP Cloud for Customer
Reproducing the Issue
-
Go to the Administrator work center.
- Select the Sales and Campaign view.
- Open the Define Rules for Lead Assignment hyperlink.
- In the Campaign column, click in the value hyperlink (it should be * at first).
- In the Select Operator dropdown menu, select Contains pattern.
- In the Enter Value field, enter &ABC& (where ABC stands as the desired campaign name pattern).
- Click in the OK button.
- Click in the Actions button.
- Select Activate Rules.
- Trigger the campaign that should trigger the Lead Distribution Rule with the pattern ABC.
You expected that the lead distribution rule would change the Lead created from the campaign accordingly (setting a specific Owner/Marketing Unit/Territory).
Cause
The Campaign column in the Lead Distribution Rules only supports Campaign ID. Campaign Name is currently not supported.
Resolution
This is the standard behavior of the system.
Keywords
Lead ; Distribution ; Rules ; Campaign ; Lead ; Operator ; Contains ; Pattern ; , KBA , LOD-CRM-MKT-CAM , Campaigns , LOD-CRM-LM , Lead Management , How To