If you had an issue finding the member first associated field on the campaign member, you are not alone. Here, the campaign member first associated date field is an available field column in the Campaign History related list of a Contact or Lead record:
However, if you were to try and reference this field in a formula, workflow rule, etc, it would not be not available in the options. For example, please see the below – this is a screenshot showing the picklist in the formula helper on the Campaign Member object:
There is no field on the Campaign Member object with the label “Member First Associated”. Where did it go?
How can this be referenced in the related list, but not reference-able anywhere else? As it turns out, this is because the Column header label in the related list is actually referencing another field.
As it turns out, the Member First Associated Field is really just the Created Date of the campaign member!
It makes sense when you think about it. A Campaign Member is first associated when the record has been created on the Contact or Lead record, as referenced through the related list. Let’s see how we can use it in a formula:
Using the Campaign Member First Associated Date field in a Formula
If you wanted to reference the Member First Associated in a field of a formula, it is very easy to do. Note: The “Created Date” field is a DATETIME field, and you may need to convert the DateTime field to a Date value if you are using it with another Date field like in the below formula.
In the above, we have a simple IF statement seeing if the Effective Date field on the Account related to the contact is greater or equal to the creation date of the campaign member of the related Contact. If the effective date is greater or equal to the campaign member first associated date, we’ll have the formula say No, otherwise it’s Yes. What this formula is seeing is if the Contact was a member of a campaign on before or after the account became a customer. As a reminder, we use DATEVALUE() instead of DATE() because it will correctly convert it to a date field.
I hope this article helped clear out some confusion of the Campaign Member First Associated field! Would love to hear your thoughts in the comments below, if this helped you out or not!
