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I just imported a small batch of contacts using the NPSP data import template, and tried for the first time to assign a contact to a campaign.

I created the campaign in my salesforce org, and then listed that exact campaign name in the template under the column "Campaign name" - from what I understand, it should create the affiliation within my org OR create a new campaign if that campaign wasn't found. Neither happened. The new batch of contacts weren't connected to the campaign I created, and a new campaign was not formed. Advice?

7 respuestas
  1. 22 abr 2020, 17:08

    Hi @Sarah Thomas​ what happens if you fill out the Campaign Member Status (column CG.) Default Campaign Member statuses are "Sent" and "Responded", but you can customize "Attended", "Donated" etc...

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