Compare Salesforce Campaign Members Across Multiple Campaigns | Salesforce Lightning

In this video I show you how to compare campaign membership across multiple campaigns using cross filters in Salesforce lightning report builder.
You will learn how to:
1. Create a report of Salesforce campaign members in two campaigns
2. Create a report of Salesforce campaign members in one campaign but not in another
3. How to use cross filters in Salesforce lightning report builder
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Say hi on social:
LinkedIn: / farahcharania
Twitter: / signiforce
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[@amberkeller6757]

Very useful video thank you very much! You can also cross filter based off parent campaign names, text in the campaign name, and campaign event dates which I found to be very useful to find repeat contacts/members between campaigns.

[@signiforce]

Thanks Amber for the feedback! I am so glad you found the video helpful.
Yes, you are absolutely correct about these other cross filtering options! Thanks for adding your two cents here so others watching the video could see other helpful ways to identify repeat contacts between campaigns!
- Farah

[@kathyisaacs4708]

Ah! You're a legend. I was trying to do this through a Campaigns & Contacts report, and I could *not* get it to work right.

[@signiforce]

Thanks Kathy! So glad you found the video helpful!
-Farah

[@mowgliegaming]

Hi we run monthly campaigns within a parent campaign to the SAME set of contacts (although there may be additions or deletions along the way). I want to create one master report that shows campaign 1 performance in column 1, campaign 2 in column 2 and so on. Is this possible?

[@lolaariran4910]

Thanks! I found this really helpful today

[@signiforce]

Thanks Lola! I'm so glad you found the video helpful!
-Farah

[@christinelitolf6285]

Hello, thanks for this video. How would this work for leads? I coudn't do a cross filter on the lead report nor on the campaigns with leads report. Thank you.

[@signiforce]

Hi Christine, thank you for your comment. This could be because of the Salesforce edition you are using. Cross filters are only available in the Performance edition and above. Which edition are you using?

[@LighthouseVIB]

Hello, thanks for showing us pull contacts in certain campaigns. Is there any way to add opportunity donation fields to this report? Thanks! Patty.

[@signiforce]

Hi Patty, thanks for your comment. This particular example was a report on Contacts to see which contacts were in certain campaigns so the opportunity fields are not available. Can you explain what exactly you are trying to accomplish so that I can help you further?
Thanks!
Farah

[@DanielDickin]

Is there a way to find how many people belong to a number of campaigns? For example: all contacts who belong to X number of campaigns?

[@signiforce]

Hi Daniel, in order to get a summary like that you will need a create a roll up field. Unfortunately the native roll up fields don’t work on lookup relationships, only on master-detail relationships. So you will need to use a 3rd party tool such as DLRS or Rollup Helper. Or you could create a flow. Check out this video on how to do this with a flow: ua-cam.com/video/EDD_7wDmPGY/v-deo.html