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How do I create a Report listing all the Marketing Campaigns that a Record is a member of?

Workbooks Support Posted: 2016-03-07 17:34

What if we want to create a report that lists all the Marketing Campaigns a Contact belongs to? You can achieve this by following these simple steps;

  1. Start by create a report based on Marketing Campaigns. Name the report appropriately and add two columns: Member name and Name. Example below shows the required columns.

  2. Now create a Summary View by pressing the Add Summary View button.
  3. Add a calculated column using the following formula:
    GROUP_CONCAT( PARENT('Name'))
  4. Then select to group by Member name.

This formula will join all the Marketing Campaigns names together, separated by a comma. Grouping by Member Name will show the List of Campaign Names next to the Member Name.

This will produce a Report that will look like this;