Adding single members to a campaign is great, but most of the time when you are creating a new appeal you want to add contacts in bulk. When doing this, you need to keep in mind the various privacy and preference requirements stored in your Org. For example, it’s essential that you exclude people who do not want to be contacted, or have passed away, from your list.
The Fundraising Accelerator comes with a Solicitation Base Report as a starting point, which includes filters to remove all those people. It’s important that you confirm what other privacy and preference fields your organisation uses and make sure that these are catered for as well. For example, you might have a custom Exclude From Events field.
Once you have filtered your list with the required criteria, and applied your additional segmentation criteria, you can use the standard Salesforce Add to Campaign button to all the people from the report into a Campaign.
In the App Launcher, use the Search box to find Reports tab.
Locate a report which contains the Account or Contacts you want to market to and open it.
This is the sample output of the report.
In the Columns section, we added the First Name, Last Name, Mailing Address, Phone, Mobile and Email columns.
Below is a screenshot of the Filters on the report. You can customise this report and add your own filters to narrow down the solicitation list. Use the Save As function to save a copy of this base report once you’re happy with it.
Once you are happy with the Filters, Run the report.
Next, select Add to Campaign from the menu.
On the pop-up screen, you can choose the Campaign, and confirm the status that the campaign members will be added with. The default is Sent, meaning all members of this campaign will be marked as having been sent the correspondence for this campaign. If they respond by making a donation this status will be automatically updated to Responded.