How to Import New Campaign Members in Salesforce
If you own or purchase a list and intend for your teams to follow up on all the records, you can import the list into Salesforce as lead records and automatically link the records to a campaign. Here, you discover how to select a list on your computer to import, mass-associate various characteristics to the list (such as the lead source or campaign), perform the import, and verify that your settings came through.
To import a list and attribute it to a campaign, follow these steps:
- On the campaign record, click the Advanced Setup button, verify that the member statuses are accurate, and then return to the campaign record by clicking the Back button in your browser.
- Click the Manage Members button. A drop-down list appears.
- Choose the Add Members – Import File option. The Campaign Member Import Wizard starts.
- Choose the right-pointing arrow (>) next to the Leads option. This kicks off the Import Wizard. Indicate what kind of data you’re importing (Leads).
- Select what you what type of import you want to do. You can choose to add new records, update existing ones, or both. In this example, select Add New Records. The selected option expands.
- If your import included leads that may already be in Salesforce, choose an option for the Match Lead By picklist. You can confirm an existing record by matching on the lead’s name, its email, or a Salesforce unique ID.
- (Optional) Use the drop-down list to select a lead source that the imported leads will be associated with.
- (Optional) Use the next drop-down list to select an assignment rule.
- (Optional) Select the Use Assignment Rule Settings to Send Notification Emails to Record Owners check box. By default, these imported leads will be assigned to the campaign that you were on before invoking the Import Wizard.
- (Optional) Select the Trigger Workflow Rules and Processes check box if you want workflow rules and processes to kick in on these records.
- Prepare your file, following the instructions that the wizard gives you. You can add and fill in a column for Member Status unless all records will use the default member status. OR add and fill in a column for Lead Owner unless you’ll be the owner or you’re applying lead assignment rules. Save the file in a .csv format on your computer.
- In the wizard, click what type of
.csvfile you want to upload. A Choose File dialog box appears. Leave the Character Code option as is.
- Locate your file and click Open. The dialog box closes, and the filename appears in the field.
- When you’re done, click Next. The Edit Mapping step of the wizard appears, where you confirm the mapping of the Salesforce field to the correct column in your uploaded file.
- Map the fields by comparing the rows in the Mapped Salesforce Object column against the corresponding CSV Header column. Salesforce will try to do some automatic mapping in an attempt to save you some time. If a mapping is incorrect, click Change in the Edit column for the row you want to fix. If a row didn’t map automatically at all, click Map in the Edit column to establish the mapping yourself. A pop-up window appears listing the Lead’s fields. Select a field to confirm that you want that field mapped with the corresponding
.csvheader, and click Map.
- When you’re done, click Next. The Review & Start Import step of the wizard appears.
- Review and confirm your selections, how many fields you’ve mapped, and how many fields on the
.csvthat you haven’t mapped. When you’re done, click the Start Import button. A confirmation window pops up. Because large files may take a while, you’ll be emailed when your import has finished. Your new campaign members will appear under your campaign record, which you can access from the Campaign tab.