Mastering Salesforce Campaigns: 5 Ways to Add People to Campaigns
In this video, we will explore five different ways you can add leads and contacts to your Salesforce campaigns. Depending on your scenario, some ways are definitely more efficient than others. If you want to add existing leads and contacts to campaigns, Salesforce reports are a great way to add people in mass. If you have a list of people that need to be cross referenced with the existing data first, then you will need a different method to identify existing records, so you do not create duplicates.
5 Ways to Add People to Campaigns:
• Lead or Contact Record Page - add one person at a time
• List View - Add 200 people at a time, can select which people you want
• Report - everyone in the report will be added to the campaign, cannot select which people you want. Add up to 50,000 records
• Data Import Wizard - Add up to 50,000 records; update leads or contacts in the same step. Do not recommend this option if you are trying to match up a list of people using email.
• Data Loader - can import over 50,000 records
Mastering Salesforce Campaigns: How to Import a List of People Without Creating Duplicates: • Video - this is another Blu Tiger Academy video that will walk you through how to match up a list of people with your leads and contacts in Salesforce.
CHAPTERS:
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0:00 Intro
0:43 Add Lead to Campaign from Lead Record
1:17 Add Contacts to Campaign from List View
2:47 Add Leads to Campaign from a Report
3:38 Add Leads to Campaign Using Data Import Wizard
8:00 Add Leads & Contacts to Campaign Using Data Loader
11:18 Wrap-Up
Music:
Song: Don't Lock Your Love Down (Instrumental Version)
By: Kadant on Epidemic Sound
Song: Aquafine
By: Lupus Nocte on Epidemic Sound
Song: Delicate
By: Ben Elson on Epidemic Sound
Song: Voyager X
By: Ben Elson on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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