I am having trouble figuring out how to create lists within salesforce that then connect with verticleresponse. I have a number of lists saved in excel on my cumputer that are specified as different contacts. For example, I have a running university list, a current clients list etc. I need to know how to upload these contacts into sales force but still keep the lists for the campaigns separated. How can this be done.
Thank you.
PS. is there is an online tutorial that i can follow (I looked and couldnt find one off-hand) please also attach!
Best,
Jordan
1 answer
Create Campaign for this purpose and use Manage Members button with option Add Members - Import file.
Later you can reference same campaign from Vertical Respose.
See more here:
https://help.salesforce.com/apex/htviewhelpdoc?id=campaigns_import.htm&language=enImporting Campaign Members
With the two campaign import wizards, designated Marketing Users can use CSV (comma-separated values) files to import new leads and track the responses of leads and contacts at each stage of a campaign.
For example, you can mark each contact or lead as “Planned” at the beginning of the campaign and then mark them as “Responded” after they respond. These different “responses” are referred to as the Member Status of each lead or contact associated with the campaign.
Note
_img src="
https://help.salesforce.com/img/help/helpNote_icon.gif" /_If commas are not appropriate for your locale, use a tab or other delimiter.
To use one of the import wizards, click the Manage Members drop-down button on a campaign detail page and select one of the following:
- Add Members - Import File then click Import Leads: With the Lead Import Wizard, you can import a list of new names. Salesforcecreates leads in the system, and associates those leads with your campaign to create new campaign members.
- Update & Add Members - Import File then click Update & Add Campaign Members: With the Campaign Update Wizard, you can import a list of existing Salesforce contacts and leads. Salesforce associates the records with your existing campaign member records, and updates their response history. In addition, any new leads or contacts added using the Campaign Update Wizard will be added as members of the campaign.
Note
_img src="
https://help.salesforce.com/img/help/helpNote_icon.gif" /_If a campaign has a campaign member type, you must have access to that campaign member type in order to add members to the campaign. Otherwise, you can only update existing campaign members.
Regards,
Nash
