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Groups* MC Account Engagement (fka Pardot) *Tea Zlatarevic's Question
Tea Zlatarevic (ECHO Technology Solutions) asked in * MC Account Engagement (fka Pardot) *
May 15, 2024, 11:27 AM

The best way to bulk change source campaign for Prospects

I am not sure how it happened but our default Campaign for the Prospects who come through Salesforce got deleted. I created a new one, but I am not sure what is the best way to update the Prospects so their source campaign would be this new one instead of the deleted one. Does anyone have any suggestions? Thank you!

3 answers
  1. François Perret (Bamsoo) Forum Ambassador
    May 15, 2024, 11:46 AM

    @Tea Zlatarevic

    Hi Tea,

    I suggest you create an Automation Rule, with the action "Set Prospect Source Campaign". The criteria to enter the Automation Rule depend on your actual configuration (maybe you can use the creation date and/or the initial Source Campaign if available).

    A Segmentation Rule would be nice for this, as the Automation Rule only need one run (you can pause or delete it once the job is done) but unfortunately there is action to set the Source Campaign.

     

    Hope this helps 😎

    #SharingIsLearning #AccountEngagement 

    François.

     

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