How to create campaign member records
Prepare a file to upload campaign member data
Include a way to link to the contact record (full name, email, or contact ID), and the campaign (name or ID), and include a field for campaign status.
In Apsona, click on the Campaign Member tab
From here, click on "tools", then "import/update".
Provide CSV data
The settings should be as follows:
- Action = Import new records
- Data Source = copy/pasted data
- Duplicates = Add (no checking)
- Field Separator = tab
- Date format = US (MM/dd/yyyy)
Paste the data from Excel into the box.
Click "Next"
Set up fields
Map the fields from Excel into Salesforce; the Excel column header will show at the top of the screen, and you'll need to select the Salesforce field from the dropdown list.
In the example above, both the contact email and name have been provided in Excel, although we can only use one to load the data.
- Excel field "email" = Contact: Email
- Excel field "name" = (Do not import)
- Excel field "Campaign name" = Campaign: Name
- Excel field "status" = Status
Click "next"
Handling Data errors
Often, the data may not be in the correct format to load into Salesforce fields (i.e. an email field which is not in an email format), or it may not connect exactly to 1 existing record. In the example above, the name "Linda Graebner" is ambiguous, as it matches multiple contact records on the field "full name".
In these situations, it's best to change the value of the field "on data errors" to "omit erroneous records", and hit next again.
Finish Import
Once you've resolved or omitted the erroneous records, you're ready to finish the import. This screen will indicate how many records will be processed, how many will be created as new records, how many will update existing records, how many have been identified as duplicates, and how many will be rejected entirely.
This screen also shows the mapping, and allows you to "save mapping", so if this is an import that is done frequently, mapping may be reused, rather than recreated.
To finish the import, click the "Import" button.
Download the results
Once the import is complete, take the opportunity to download and save the results. If there are any results that don't say "updated" or "added new", review those carefully to correct the issues, and attempt the import on those records again, or manually create/update them.