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Hi All,

Bear me here as we are 2 weeks into our Salesforce journey.  Is there a way I can add more than 200 contacts at a time to Hotbooks?  We are running contact searches and wanting to send sales emails campaigns for circa 850 contacts.

Note:  We don't have Salesforce Marketing Cloud

Thanks

James

 

#Salesforce Admin

1 Antwort
  1. 9. Dez. 2024, 09:12

    Hi @James Atkinson,

    To add more than 200 contacts to a Hotbook, you can use a Report to filter and select all the contacts you need. Once you have the report with the desired contacts, you can then use the Add to Campaign feature to add them in bulk. 

     

    For more details, please refer to the following help article:

     https://help.salesforce.com/s/articleView?id=sf.campaigns_reportwizard.htm&type=5

     

    Additionally, you may find this related thread helpful:

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000BtozhSAB

     

    Hope this helps. Thanks!

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