I created a campaign for an event. Now I want to add the attendees to the campaign. How do I do that? It is a list of 50 names on paper, and the only way I can find in the campaign is using the "Add a Member" function, which uses field search. The problem is there is no commonality among the attendees with which to filter. Is there a way to pick from a list of contacts or manually add to a campaign? Thank you!
@Nonprofit Get Started Hub@Nonprofit Success Pack@Salesforce.org System Administrators5 answers
Thank you! These both seems like great solutions which I need to investigate further (did I mention I'm a new user?) My Contacts tab appears to be prompting me to create view filters. I can't seem to generate a list to pick from because there is not connection between attendees, e.g. city, past campaign, date, etc. Would I get the same result if I just looked up a contact and added them to the campaign from their campaign history record? I know it's clunky, but there aren't that many.
