FAQs
Why is my Salesforce Campaign donut chart showing the wrong number of clicks and opens?
Our integration can optionally create and keep synced Salesforce Campaigns and Campaign Members for each Campaign Monitor Campaign and its recipients. The Campaign Member Status is updated based on your campaign settings and the most recent activity as saved in an Email Tracking History record.
Email tracking records are generated for every action taken, every time. So if a recipient opens and clicks in an email on Monday and then opens it again on Tuesday, there will be four tracking records, one for each of the activities: Sent, Open (first time Monday), Clicked, Open (Tuesday reopen)
Since we update the Campaign Member Status from those four tracking records as they are created, on Tuesday night, the Campaign Member status will be Open, not Clicked, even though you might consider clicks the highest engagement. We are syncing the last activity from email tracking records, based on your settings, no matter what the activity. Therefore, the donut graph on Campaign, campaign members grouped by that status, may not be the most helpful for understanding subscriber engagement.
We also populate several other fields on Campaign Member that you can use instead to report on and display engagement on the campaign level:
- Number of Opens
- Number of Clicks
- Last Activity Date
- Last Activity
Note: You can display a new graph on the Campaign instead of the members’ donut as well: https://help.salesforce.com/s/articleView?id=sf.reports_embed_pagelayout.htm&type=5