3000101 - Campaigns Not Showing In Visits

When are campaigns shown in visits?

SAP Cloud for Customer

1. Go to the Visit work centre view.
2. Open or create a visit for an account for which you have a campaign. 
3. Go to the Campaigns facet on the Visit. 

Result: No campaigns are showing.

Expectation: Because the account has a campaign assigned, you expect to see this campaign on the visit.

The solution checks a few things to ensure that you see only the relevant campaigns in your visits.

The campaigns that appear in the visit include campaigns that meet the following criteria:

•  Are valid for the associated account
•  Have been executed
•  Are valid on the date of the visit

Make sure the campaigns:

1.  Are valid for the associated account
2.  Have been executed
3.  Are valid on the date of the visit

example: Campaign X was executed and includes account ABC (X represents the campaign name and ABC the name of the account).

Start Date: 02.12.2020 and End Date: 16.12.2020 and includes account ABC.

> create a visit for account ABC for any date/time in between those dates.

Result: the campaign will show for that visit.

Visit FAQ

KBA , LOD-CRM-MKT-CAM , Campaigns , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions