Campaign Member — entity reference

One account, or one asset together with the account that owns it, enrolled in a campaign. Process Members builds members from the campaign's rules, stamping each run's members with a build tag and removing the members of earlier runs; members added by hand or moved in by Transfer Members carry no tag and are kept. Leads, Opportunities and Asset Maintainance create their records per member and copy the member's account, asset, partner account and branch, and the records link back to the member. A member is named automatically from the SCM numbering series. Members are opened from the Members tab of their campaign; the entity has no list of its own in the shipped navigation.

Fields

Field	Label	Type	Required	What it does
`AccountId`	Account	Lookup → Account		The customer in the campaign. Process Members fills it with the matching account on account campaigns, and with the asset's owning account on asset campaigns. On a hand-added member it is not derived from the asset, so pick it yourself; leads and opportunities created from the member take their account from here.
`AssetId`	Asset	Lookup → Asset		The asset in the campaign, filled on asset campaigns. Execute Campaign and Transfer Members work only with members that have an asset, and asset maintenance created for a member without an asset is never pulled onto a document. The Asset Search console lists the asset's memberships that are not marked Is Utilised, and shows Recall due when one of them is in a campaign whose Type contains Recall.
`BatchInstanceId`	Batch Instance	Text		The build tag of the Process Members run that created the member. Each run removes the members carrying an older tag. Blank on members added by hand and on members moved in by Transfer Members, which is why rebuilds keep them. Do not edit it: typing a value makes the next rebuild remove the member.
`BranchId`	Branch	Lookup → Branch		The location the member belongs to. Process Members copies it from the campaign; a hand-added member gets only what you enter. Copied onto every lead, opportunity and asset maintenance entry created from the member. Not limited to the partner account's branches on the member form.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DueDate`	Due Date	Date		A date recorded on the member. No campaign processing fills or reads it; contract and maintenance reminders use the due dates on asset service contracts and maintenance schedules instead.
`EmailOptOut`	Email Opt Out	Boolean	Yes	Records that the member's customer does not want campaign email. No campaign processing reads it, so an opted-out member still gets a lead or opportunity.
`Id`	Id	Guid	Yes
`ItemId`	Item	Lookup → Item		An item recorded on the member. No campaign processing fills or reads it; campaign items, not this field, decide what is offered.
`MessagingOptOut`	Messaging Opt Out	Boolean	Yes	Records that the member's customer does not want campaign messages. No campaign processing reads it, so an opted-out member still gets a lead or opportunity.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text	Yes	The member's name, filled automatically from the shipped Service Campaign member numbering series (series SCM, a date part and a running number) when the member is saved. Required.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Account	Lookup → Account		The dealer the member belongs to. Process Members copies it from the campaign; a hand-added member gets only what you enter. Copied onto every lead, opportunity and asset maintenance entry created from the member.
`RecordTypeId`	Record Type	Guid, hidden
`CampaignId`	Campaign	Lookup → Campaign		The campaign the member belongs to. Set from the campaign when the member is created on the campaign's Members tab, and changed only by Transfer Members, which moves the member to the target campaign.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`DeleteRow`	Delete	Delete	DeleteRow
`Edit`	Edit	EditInline	Edit
`EditInLine`	Edit In Line	EditInline	Edit member line
`EditRow`	Edit	Edit	EditRow
`New`	New	NewInline	New

Campaign — looks up via CampaignId
UserAccount — looks up via ModifiedById
Asset — looks up via AssetId
Account — looks up via PartnerAccountId
Item — looks up via ItemId
Branch — looks up via BranchId
UserAccount — looks up via CreatedById
Account — looks up via AccountId
UserAccount — looks up via OwnerId
AssetMaintenance — referenced by via CampaignMemberId
Lead — referenced by via CampaignMemberId
Opportunity — referenced by via CampaignMemberId

Campaign Member — entity reference

Fields

Actions

Related entities

Related topics