Can I use DemandTools to link Leads and/or Contacts to an existing Campaign, and if so how?
Yes. Contacts and Leads are linked to Campaigns via the CampaignMember table. An input file containing the Lead/Contact ID and Campaign ID will be needed to perform the insert using MassEffect.
If you do not already have this data, MassEffect can be used to export the appropriate record id's from the Lead or Contact tables that need to be associated with the Campaign. The Campaign ID can be obtained from the Salesforce URL by accessing the specific Campaign or via a MassEffect export from the Campaign table also.
- Create an input file that contains the ID's (Lead ID or Contact ID) of the records you want to link to the Campaign, and the Campaign ID.
- Using MassEffect select "Insert" as the operation on the right, and map the Contact ID or Lead ID and Campaign ID from the input file to the respective fields in the CampaignMember table. MAKE SURE INSERT IS SELECTED AS THE OPERATION.
- Optionally, map a Status from the input file, or right click on that field and select "Add Constant" if all the records will have the same status.
NOTE: To add both Leads and Contacts to a Campaign run two passes, one with the Lead ID's in one file (or tab) and one with the Contact ID's in a separate file (or tab).