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. (Note: the ROI estimate looks at actual bookings/cost.)
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.
- Create a campaign in Salesforce — make sure it's set to "Active".

- 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.


- Open up the Quick-Flow menu and select "Add to Salesforce Campaign".

- Choose an Id type (either email or SFDC ID), and map the id field from the list (in this case "Email" >> "Email".)
- Select the update style:
- Insert – Add new campaign members using email or SFDC ID.
- Update – Edit campaign members (uses SFDC Lead/Contact ID only).
- Upsert – If no campaign member exists, then create one, else update it (uses SFDC Lead/Contact ID only).
- 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.

- To see the history and success/ error log of the flow this can be accessed in the List > Flow History.