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What's the best way to add a group from a parent campaign to a child campaign connected to it? When I open the list view of all the campaign members from a certain campaign, then I click "Manage Campaign Members," it takes me to the data import page. Is there an easy way to use the data import tool to label a handful of contacts as ALSO in a child campaign?

Also, side question, if a contact is in a child campaign (that has a parent campaign attached to it), are they automatically placed in both the child campaign and the rest of the campaign heirarchy above that child campaign?

Thanks!

Sarah

5 Antworten
  1. 10. Juni 2020, 12:27

    @Sarah Thomas​  I don't believe there's any reason to have the rollup, but that's really a personal decision. It just depends on how you'll use the data. Now I have had opportunities that we had in campaigns that we wanted to know not just the parent campaign, but also the top parent. I put a couple of custom fields in the opportunity that indicated the various levels of the campaign parents. But this works because an opportunity is only in one campaign, whereas for you, a contact can be in multiple campaigns.

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