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Salesforce Campaign - 4,500 members

Posted on 2016-10-12
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Last Modified: 2016-10-13
Hi,

I want to generate a salesforce campaign with 4,500 members.

Do I really need to import this data?

The basic process of importing members seems to restrict me to uploading "one page at a time" and the maximum per page is 200.

Surely, I can generate the campaign for 4,500 contacts without having to do an import??
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Question by:Padraig O'Dea
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Expert Comment

by:Nichole LaRue
ID: 41842514
There's likely a couple of ways to do this. One would be the import tool. Another would be the Campaign Search tool. If you use something like Marketo in tandem with Salesforce you can do it directly from there.

Assuming that all the contacts are already in Salesforce. You can go to your newly created campaign and under Manage Members> Add Members - Search> from here you can specify criteria or use a lead view to grab your leads.  There's an arrow next to "Selected" this arrow will allow you to Select Page. You will be able to select all pages before hitting the Add with Status button. That should add all your leads to your campaign.

Once again there's probably multiple ways to accomplish this.  I tried to provide an answer as best as I could from the information you provided.  Please let me know if you need more help.
SFmanagemembers.jpg
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Author Comment

by:Padraig O'Dea
ID: 41842664
Thanks Nichole,

I do NOT want to use the import tool.

Your second paragraph indicates the use of "Add Members - Search".
However, this seems limited to adding a maximum of 200 at a time.
This 200 limit is a problem for me as I have about 4,500 contacts.

Is there any way over the 200 limit without using an import tool and just using regular Salesforce.

Thanks,
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LVL 2

Expert Comment

by:Nichole LaRue
ID: 41842674
You can select the entire page of contacts using the Selected tool I outlined in red on the attachment. Essentially you will hit select page option, hit the next arrow (bottom middle), hit select page, hit the next arrow until all your pages of contacts are selected and then you will hit the add with status button.
SFmanagemembers.jpg
1
 
LVL 2

Accepted Solution

by:
Nichole LaRue earned 2000 total points
ID: 41842701
I just looked at reporting options. If you can get all your contacts into a report you should be able to mass assign them to a campaign from the report as well..
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Author Closing Comment

by:Padraig O'Dea
ID: 41842782
Thanks , that's the answer.
Use the report to export to campaign ... does not limit to 200 -

I just created a 22,000 campaign!
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