Today’s blog is the third in a series of the Top 5 Forgotten Salesforce Features.
Feature 3 – Non-duplicate Campaign Members
This tip comes just in time for the holidays! By using Salesforce Campaigns for your customer holiday card/gift list, you can eliminate duplicates quickly and easily.
That’s right, Campaign Members within a Campaign cannot be duplicated no matter how many times you try.
Here’s how it works.
1. From within Salesforce, create a new campaign and SAVE it.
2. Scroll to the Campaign Members Related list from within the Campaign and select the “Manage Members” drop down. The best way to do this is to use the “Import File” option using the details from a generated report. To do this, we will go directly to the report.
3. Open the Report that contains the names you want to add to the campaign. There may be multiple reports as each Sales Rep likely has a list. You can see that “John’s Holiday List” below contains 2 contacts.
Click the “Add to Campaign” button from within the Report View to add these leads to the Campaign.
4. On the Add Members page, select the appropriate campaign and Member Status and click Add.
The contacts are added to the campaign as reflected in the Campaign Members Related List below.
5. Repeat adding members to the campaign using all applicable reports. Note that “Joe’s Holiday List” below contains two of the same contacts as John’s list.
Click Add to Campaign.
6. Only 2 members were added to the campaign as the contacts from John’s List already exist in the Campaign.
Nice, right? This forgotten feature is a great way to organize your holiday or other targeted marketing lists to ensure that contacts don’t receive more than one communication.
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