Add a Contact to a Campaign

Automatically add a Donor to a Campaign

  1. Make sure the Primary Contact Field is populated.
  2. Make sure the Primary Campaign Source field is populated.
  3. Add the Campaign Member Status to that field.
  4. If you leave the Campaign Member Status BLANK, the system will autopopulate it based on the status of the opportunity.

On the campaign!

Proposed New Campaign Types

Instead of General, I've created the PeopleList record type

Adding Multiple Contacts to a Campaign

  • Bring up a filtered list of Contacts
  • You can add them ALL or pick the ones you want to add - I've checked the boxes of the ones to add

 

Search for the right campaign

When you save this, all the contacts in your list will be added to the campaign.

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