Add Members to Campaign using Apsona
Start by creating your campaign
Add your campaign type to the campaign
Fill out the campaign information as much as possible
- Include a start and end date
- If you have created a campaign hierarchy, you will want to add the parent campaign to this campaign. Let's discuss campaign hierarchies at our next meeting.
- Be sure to click the Active button
Create a spreadsheet for all the contacts that should be added to this campaign.
The spreadsheet should have all the fields that are on the contact page that you want in your system. The list below is the minimum.
Be sure to have the names split into First Name, Last Name.
Use Apsona to import all the contacts
Go to the "Waffle" and type Apsona into the QuickFind box.
Click on Apsona
Start in the Contacts Tab and Click Tools
Click Import/Update
Here is the setup for importing contact records
- Action = Import New Records
- Duplicates = Update the database (Upsert) -- This will mean that when Apsona finds a duplicate, it will update that record, but if the contact is not in the system, it will create a new contact. If you have duplicates already in the system, Apsona will log that as an error, and won't import or update that contact.
- Match fields: First Name, Last Name (see the options below...if you have many people with the same name, consider adding an email or a postal code or Mailing City if you have these fields filled out...)
Date format = US
Field separator = Tab
Data source = Copy/Pasted data -- Copy all the data you have in your Spreadsheet and paste it into the area designated for that data.
IMPORTANT: Be sure the copy/pasted data has the top line with the field names. You will match your field names with those in Salesforce in the next step.
Click NEXT
Match spreadsheet names with Salesforce Names
Once that is done, click next, but leave the Stop and Show Errors option. This way, if you have errors, you can fix them in-line, or if you have a LOT of them, you can go back and fix your spreadsheet. This is the most time-consuming step, unless your data is perfect!
Once you've fixed any errors, or you decide to fix the one or two that need fixing manually, change the box to "Omit erroneous records" and click NEXT.
Finish Imports Step
Because we used a spreadsheet we've already imported, we have only updates, but you can see that you COULD have New, Duplicates or Rejects. If you "Download the match results", you'll get Contact or Account IDs. If you "Save Mapping," you'll be able to access the mapping work you've done for future imports.
Click Import
- DO NOT FAIL to download ALL the data records before you click DONE. Sometimes there are errors that don't show up before the import and if you miss these, you won't be able to find them to fix them.
- Go to list will take you to the list you just import/updated in Apsona.
Use the Success File to create your upload to the campaign
- Bring up the campaign you created.
- In the address line, find the sequence that starts with 701 -- THAT is the campaign ID.
- Copy the campaign ID
- Paste it into a new field on your Success File that you will call Campaign ID
- Double click on the little box on the top field corner, click the cross sign and make sure you click copy cells.
Import the Campaign Members
Find the Campaign member object if it isn't a Tab already.
Import new records
Duplicates = Reject
Field Separator = Tab
Match fields = None (because we're adding members to a new campaign, we don't need to match anything. Everybody will go into the campaign.
Paste the data = All you need is the campaign ID and the Contact ID
Follow the instructions to match the fields on the next step, omit erroneous records and the just import.
DO NOT FORGET TO GET THE SUCCESS FILE!
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