QUESTION:
We need to remove the Campaign History from a group of Leads. I would like to do this without deleting the Campaign or Lead. Is this possible with Demand Tools?
ANSWER:
Yes, using the MassEffect module, the relationship between a Campaign and a Lead or Contact can be created or deleted.
- The association between Leads/Contacts and Campaigns is done via the CampaignMember object.
- To delete the object relationships you will need a spreadsheet containing the CampaignMemberID for the records you want to delete.
- To find the CampaignMember IDs, export (via MassEffect) from the CampaignMember table.
- To Export, right click on the CampaignMember table and create a condition(s) to grab the records you need to delete.
- To find the CampaignMember IDs, export (via MassEffect) from the CampaignMember table.
- Once you have the MemberIDs, load the spreadsheet into MassEffect, put it in "Delete" mode, map over the ID and process.
More information on MassEffect can be found HERE
NOTE: When CampaignMember records are deleted THEY WILL NOT be sent to the recycle bin, so be sure to include the Lead/Contact ID, CampaignID and Status in the original export file so that could be used to restore the old Campaign Members if needed.