Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
What Are Campaign Member Statuses?
Out of the box, Salesforce Campaign Member Statuses are limited to just two options: "Sent" and "Responded." Most organisations quickly realise these defaults don't reflect their real-world processes and customise them to something more meaningful — for example:
- Invited
- Registered
- Attended
- No Show
- Cancelled
- Waitlisted
The problem? Every time you create a new campaign, you have to set these up again manually. That's where "Clone with Related" comes in.
What Is "Clone with Related"?
When you clone a Salesforce Campaign, you get the option to "Clone with Related." One of the key things this brings across is your Campaign Member Statuses — automatically, without any manual re-entry.
Why It Matters
There are four solid reasons to make this part of your standard workflow:
- Consistency — If you run the same type of campaign repeatedly, your statuses stay consistent across campaigns. That means your reporting is reliable over time, not just within a single campaign.
- Time saving — No more manually re-entering statuses each time you spin up a new campaign.
- Reporting accuracy — When statuses vary between campaigns, cross-campaign reports and rollups get messy. Consistent statuses mean you can reliably filter and compare data across your programme history.
- Reduces errors — Staff don't have to remember what statuses to add or how to spell them. It's all carried across from the original.
When You Might Not Want To
If the new campaign is a significantly different type — for example, if you're cloning an event campaign to create an email appeal — the statuses from the original may not be appropriate. In those cases, it's worth reviewing the carried-across statuses or starting fresh.
It's a small feature, but it makes a real difference for organisations running recurring programmes. If you haven't used "Clone with Related" yet, it's worth adding to your campaign setup checklist.
