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How to Enter Full Campaign Names in Workflow Actions (Intake Opportunities / Leads)

Prerequisites

Before you begin, make sure you have:

  • Access to the Workflow Builder in your Dazos CRM instance

  • An existing or new workflow targeting the Intake Opportunities or Leads module

  • Your full campaign name ready to enter (e.g., Google My Business - Paola)

Steps

  1. Open your workflow in the Workflow Builder. Navigate to the workflow you want to configure or create a new one targeting the Intake Opportunities or Leads module.

  2. Add or locate your field update action. In the workflow's action step where you want to store the campaign name, look for the field selection options.

  3. Select the Campaign Source field — not the Campaign field. The Campaign field has an 11-character limit, which is too short for most campaign names. This limit is due to the Campaign field being a relation/reference field type. Instead, choose the Campaign Source field, which is a standard text field with no such character restriction.

  4. Enter your full campaign name. Type your complete campaign name into the Campaign Source field value (for example, Google My Business - Paola). You will not encounter the 11-character limit when using this field.

  5. Save your workflow. Complete your workflow configuration and save your changes.

  6. Duplicate for additional campaigns (optional). If you need to create similar workflows for other campaigns, you can duplicate this workflow and update the Campaign Source value and conditions as needed. The Campaign Source field will continue to accept full campaign names in all duplicated workflows.

Result

After completing these steps, your workflow will successfully update the Campaign Source field on Intake Opportunities or Leads with your full campaign name. You will not be limited to 11 characters, and campaign names of any standard length — such as Google My Business - Paola — will be stored correctly.

Important Note: The Campaign field in workflow update actions is limited to 11 characters due to its field type (relation/reference). Always use the Campaign Source field when you need to store full campaign names via workflow automation.

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