Overview#

Class name: CreateCampaignMemberComponent Friendly name: Create Campaign Members Category: MoveData: NPSP Purpose: Creates and manages Campaign Member records with hierarchical status management and intelligent status upgrading

Class description#

This component facilitates the creation and management of Campaign Member relationships between contacts and campaigns, with sophisticated hierarchical status management. The class prevents status downgrades by maintaining a priority-based system whilst allowing status upgrades and new member creation. It includes comprehensive logging capabilities and supports bulk processing across multiple campaigns simultaneously.

Input parameters#

Output parameters#

Behaviour#

Status hierarchy management#

• Uses default hierarchy if none provided: Team Leader, Fundraiser, Recurring Donor, Donor, Prospect
• Prevents status downgrades by comparing current status position against target status
• Allows status upgrades when target status has higher priority than existing status
• Maintains existing status when it matches target status

Campaign member processing#

• Queries existing campaign members across all specified campaigns for the contact
• Creates new campaign member records when no existing relationship exists
• Updates existing members only when target status represents an upgrade
• Performs bulk upsert operation for efficiency across all changes

Default status hierarchy#

The component uses a standard five-tier hierarchy when none is provided:

1. Team Leader (Index 0, highest priority)
2. Fundraiser (Index 1)
3. Recurring Donor (Index 2)
4. Donor (Index 3)
5. Prospect (Index 4, lowest priority)

This hierarchy supports common nonprofit campaign member classifications from organisational leadership down to potential supporters.

Logging integration#

• Creates detailed log entries for new campaign member creation

Error handling#

Validation requirements#

• Campaign ID List must be provided (Contact ID is optional for graceful handling)
• Value (target status) must be present
• Target value must exist within the provided value hierarchy
• Throws FlowComponentException for validation failures

Graceful contact handling#

• Silently skips processing when Contact ID is null rather than throwing exceptions
• Allows for conditional campaign member creation based on contact availability
• Supports scenarios where contact association may be optional

Dependencies#

Required objects#

• Contact: Standard Salesforce object
• Campaign: Standard Salesforce object
• CampaignMember: Standard Salesforce object

Supporting classes#

CreateCampaignMemberComponentWithLogs

• Class name: CreateCampaignMemberComponentWithLogs
• Friendly name: Create Campaign Members (with Logging Support)
• Purpose: Callable wrapper that provides enhanced logging capabilities and Flow integration

Related articles#

• Initialise Campaign Member Statuses flow component
• NPSP Soft Creditor flow component
• NPSP Create Campaign Members Proxy flow component (Commerce proxy)
• NPSP extension overview