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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

답변 5개
  1. 2020년 6월 10일 오후 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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