Sometimes your organisation may purchase or rent lists of potential leads for you to market to. These lists can be imported into Salesforce as Contacts on a Campaign. The source of these prospects is tracked using the Lead Source field.
Why Contacts and not Leads, I hear you ask?
The Salesforce NPSP platform does not check against Leads before creating a new contact record. It is recommended that the Salesforce Leads facility is not used. However, you can still track that these people came from a list using the Lead Source field on the Contact.
If the list is provided to you in Excel format, you will need to save the file as a .csv before importing it into Salesforce. We also recommend you include a column for Lead Source. Note that this is a picklist field, so you will need to ask your Salesforce system admin to add any new values to it, and the value must be an exact match, or the import will error and fail.
We will now use the standard Import Leads and Contacts button on the Campaign Member Related list.
Open the Campaign that you wish to add contacts to.
Navigate to the Related tab and find the Campaign Members list.
Hover over the drop-down arrow to locate the Import Leads and Contacts button. This will launch a step by step import wizard.
In the wizard, choose the object that is being imported, i.e. Contacts.
Select the action that you want to perform. Typically this would be either Add new records, if we know all the people are brand new in our system or Add new and update existing records.
You can scan down the lookup fields listed and select any appropriate fields to match.
Note: you can ignore any that start with DEPRECATED as these are fields that are no longer in use.
It is important that you scroll to the bottom of the middle list and select these three options;
- Trigger workflow rules and processes for new and updated records
- Choose Record Type of Household Account
- Tick Assign All Contacts to Campaigns
Now you can drag your .csv file into the third column, and then click Next.
The next step is to Map the individual columns of your .csv to Salesforce fields.
If the column headings of your file match field names in Salesforce, it will auto-match them for you. The right hand side shows you the first few rows of data as a sample.
Scroll down and find any Unmapped fields and click the Map link to update them. Similarly, if there are any mappings you need to update, click the Change link.
This will open a pop-up box where you can Search for the field you want to map.
Once you have mapped all the fields that you want (you don’t have to map everything), you can click the Next button and finalise the Import.
All the Contacts that are either created or updated will be added as Campaign Members on your Campaign.