Add to Salesforce Campaign

Campaigns are the cornerstone for tracking marketing ROI and attribution. They allow you to group leads and contacts (people) by a certain outreach, tactic or channel so as to deliver marketing material to them.

However, it's often cumbersome for Marketing Ops folks to import data into Salesforce campaigns. While there are shortcuts using tools like Marketo, they'll often run into challenges such as:

  • A list may contain email addresses only, but Salesforce requires Lead or Contact Ids to import correctly.
  • If a lead record doesn't exist in Salesforce, there is not yet a lead id assigned to the record a lead must first be created.
  • Importing Leads and Contacts may require 2 separate uploads/spreadsheets.
  • Sometimes the campaign member status just needs to be changed, which is handled a different way too.

... a lot to consider as a campaign manager!

CaliberMind users now have an answer -- the Add to Salesforce Campaign Quick Flow.

  1. Create a campaign in Salesforce -- make sure it's set to "Active".

  1. Import or create a list in CaliberMind containing emails, or Lead/Contact ids. Optionally, include campaign member statuses for each record (example: Sent, Attended, Responded, Clicked, etc.) -- answering how did the person interact with the campaign.

  1. Open up the Quick-Flow menu and select "Add to Salesforce Campaign".
  1. Choose an Id type (either email or SFDC ID), and map the id field from the list (in this case "Email" >> "Email".)
  2. Select the update style:
    1. Insert - Add new campaign members using email or SFDC ID.
    2. Update - Edit campaign members (uses SFDC Lead/Contact ID only).
    3. Upsert - If no campaign member exists, then create one, else update it (uses SFDC Lead/Contact ID only).
  3. Map other campaign member fields such as member status (in this case status >> status). If desired select a default status -- this fills in the blanks in your import. In the example above the 3rd lead didn't have a status -- so we'll use "Sent" as the default.
  1. To see the history and success/ error log of the flow this can be accessed in the List > Flow History.

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