The Salesforce Campaign Signal tracks contacts engaging with your Salesforce campaigns. Use it to boost contact and account scores based on real campaign activity — events attended, emails responded to, demos requested, and more — so your prioritization reflects what's actually happening across your marketing programs.
📝 Integration user access: The Salesforce user account used to connect to UserGems must have access to the object and fields being synced. If you’re unsure, check with your Salesforce admin before connecting.
Where to Find It
Navigate to Signals Library and look under First-party Person Signals.
Click Salesforce Campaign to open the configuration panel.
How to Configure It
The signal panel has three settings:
1. Campaign Type
Select which type of Salesforce campaign to track. The dropdown is searchable and pulls all campaign types from your connected Salesforce instance.
You must select a campaign type before the Engagement field becomes available.
2. Engagement
Select one or more engagement statuses to track for the chosen campaign type. These are your Salesforce campaign member statuses — they vary by campaign type based on what your team has configured in Salesforce.
An Event campaign might offer: Attended, Registered, Invited, Responded. An Email campaign might only show: Sent, Responded. You can select multiple statuses in a single instance.
3. Time Window
Set the lookback window for campaign engagement. Defaults to Last 30 days.
Your Campaign Types and Engagements Come From Salesforce
The campaign types and engagement statuses you see in UserGems are pulled directly from your Salesforce instance — they reflect whatever your team has configured there.
- The engagement options for each campaign type (Attended, Registered, Invited, Responded, etc.) are your Salesforce campaign member statuses for that type.
- If a campaign type only shows “Sent” and “Responded,” it means no custom member statuses have been set up for it in Salesforce yet. See Salesforce’s documentation on campaign member statuses to add more.
Creating Multiple Signals
Campaign types and engagement levels represent very different degrees of intent — they shouldn’t carry the same weight in your scoring model. The recommended approach is to create a separate signal instance per campaign type, scoped to the engagement statuses that matter most.
Score by engagement quality. Within an Event campaign, Attended is a stronger signal than Registered, which is stronger than Invited. Create separate instances for each and weight them accordingly.
Score by campaign type. A contact who attended your event is showing more intent than one who was sent a marketing email. Don’t give both the same score.
Example setup:
- Instance 1: Event, Attended → high score
- Instance 2: Event, Registered → mid score
- Instance 3: Demo Signup / Trial, Responded → high score
- Instance 4: Email, Responded → low score
Click + Add Salesforce Campaign signal at the bottom of the panel to add another instance.
How It Connects to Scoring and Buying Stages
Once activated, this signal feeds into your Contact and Account Scoring and Buying Stages, making your prioritization smarter without any manual work. For a full breakdown of how scoring works, see Company Scoring. For Buying Stages, see Buying Stages.
Tips and Best Practices
💡 Build audiences around multiple signals, not this one alone. A contact who attended your event and also visited your pricing page is a much stronger prospect than someone who was just sent an email. Stack signals together to build audiences around the accounts where intent is converging across multiple touchpoints.
Prioritize responded and attended statuses. “Responded” is Salesforce’s built-in indicator for meaningful engagement. For events, “Attended” is the gold standard. Build your highest-scoring instances around these, not passive ones like “Sent” or “Invited.”
Already tracking Salesforce campaign activity through a custom signal?
If your custom signal was set up via a manual CSV upload, here’s how to migrate to this native one:
- Create a new Salesforce Campaign Signal instance scoped to the same campaign type and engagement as your existing custom signal (e.g., Event → Attended, or Demo Request → Responded).
- Update any audiences currently using the custom signal to use the new native signal instead.
- Delete the custom signal once all audiences have been updated.
The native signal stays automatically in sync with Salesforce — no manual exports, no stale data — and comes with sensible scoring defaults out of the box.
If you already have a live Salesforce CRM connection syncing campaign data into UserGems, you can consider keeping it — migration is optional as long as the data is updating regularly.