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Using PeopleImport to associate matched Leads and/or Contacts to a Campaign or a Task - only.  

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Olivia Hinkle
Data Super Hero Admin
Joined:9 months  ago
Posts: 225
November 22, 2017 2:28 pm  

Some PeopleImport users utilize the application to only find matches and then associate the found matches to a Campaign and/or Task. They do not update data on the found matched Salesforce records or create records for the non-matches; they simple associate the matches to an existing Salesforce Campaign and/or create Task(s).

Here’s how:

  • Stage 1:
    • All Field Mappings must be set to Do Not Update
  • Stage 2:
    • Use or do not use conditions per your needs
  • Stage 3:
    • Create Lead and/or Contact match steps per your needs
    • Final Matching Conditions must be set to Do Nothing
      • User may opt to associate the Campaign and create the Task at the Step level in Stage 3
        • Users will choose the step level if the Campaign or Task needs to be different based on the object (Lead or Contact)
  • Stage 4
    • Select a Campaign and Member Status and create Tasks
      • Users will choose to associate the Campaign and create the Task(s) in Stage 4 if all records are to be associated with the same Campaign and receive the same Task(s)
  • Stage 5
    • Process if confident in results

 

Edited: 3 weeks  ago

Olivia M.J. Hinkle
Product Adoption Manager
CRMfusion, Inc.


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