Campaign Membership - Class Registration

What is "Campaign Membership"

Campaign membership is created when someone registers for a class, and it is where we get our class roster report and where we mark attendance. It also shows if someone has cancelled or rescheduled. To see a person's campaign membership, go to their contact record and scroll down until you see the "Campaign History" object.

Campaign Membership Statuses

There are 7 different options for campaign member status.

• 1. Registered

  2. Attended

  3. Cancelled <-- If they gave advance notice that they would not be attending and don't want to reschedule

  4. Rescheduled

  5. Did not Attend <-- If they no-showed. No advance notice that they wouldn't be attending

  6. Instructor <-- Use only for instructors

  7. Incomplete <-- Use only on session campaigns to indicate that someone did not attend all days of class

How an individual gets added to a campaign

• 1. An individual is added to a campaign when they complete the registration form. (See Open Enrollment Individual Registration Form)

     1. An opportunity is created, which contains their contact information and payment information and links to the class campaign.

     2. Campaign membership in the session and class campaigns is also created. The campaign membership status is set to "Registered" (See Creating Campaigns for Programs, Sessions, and Classes for more information about campaign hierarchy.)

  2. They may also be added by a team member manually or through the Quick Registration Form.

  3. If they are added via mass import. This is typically only done for custom courses. Use the template attached below and send to the Salesforce team via a case.

How to see registrations for a class

• 1. Navigate to the class session campaign. For example, you could search for "Sessin - Lean Six Sigma Green Belt: Non-Manufacturing - October 2017"

  2. Scroll to the bottom of the page until you see the "Campaign Members" object.

  3. Click on "Go to list" to see a full list. Here you can see the status of all campaign members, including the instructor.

How to update status for one or more campaign members

• • To edit a single person's attendance status, simply click "Edit" to the left of their name and change the status on the next page.

  • If you want to update several people's attendance at once, you can check the boxes to the left of the names and then click on "Update Status" and select the status from the drop down.

Note: In most cancel or reschedule cases you will use the registration wizard.

Adding an individual to a campaign manually

When to add to a campaign manually

• 1. Adding instructors

  2. Making up class day(s)*

  3. A system error prevented campaign membership to be created but the opportunity was created

  4. Rare circumstances in which you create both the opportunity and campaign membership manually

*When a registrant isn't able to attend all days of class, change their SESSION status to "incomplete", their attended CLASS status to "attended" and their missed CLASS status to "did not attend." Then manually add the make up CLASS campaigns as "registered. Do not add them to the make up class session campaign.

How to add to a campaign manually

There are two ways to manually add someone to a campaign: from the contact record or from the campaign.

From the contact record

• 1. Navigate to the contact record.

• 1. Scroll down to the "Campaign History" object and select "Add to Campaign."

• 1. Select what type of campaign to search for from the drop-down menu. You will get the most results if you search for "All Campaigns." In the search text box type in the campaign name. Note: You don't have to type in the whole campaign name. In the example below a search for "session - women's leadership program" returned all campaigns that start with that that text.

• 1. Select the campaign.

  2. Select the right status from the drop-down menu and select save.

• 1. Repeat for additional campaigns.

See Manual Registration for complete instructions, including manually creating an opportunity.