PeopleImport Best Practice - Campaigns and Tasks
1. Stage 3 or Stage 4?
Are all the records in the input file getting the SAME Campaign and status, or do you have Campaign ID's and statuses in your input file? If so, skip assigning Campaigns in Stage 3, and instead use Stage 4 to do a Global Assignment.
Similarly if all the records in the input file should get the same Task, then skip the option to create the Tasks in Stage 3 and create them in Stage 4 for ALL the records.
2. Campaign Status
If mapping from an input file:
- Use a column header of "Campaign Member Status" for this field instead of just "Status" as the API name for the standard Lead Status field is "Status". If "Status" is used for the campaign member status column, and fields are auto-mapped in Stage 1, then this field will map to the Lead Status field, which will result in incorrect data in this field.
- Double-check the spelling on any campaign member statuses. If the status is not valid for that Campaign the default campaign member status for that Campaign will be assigned instead.
NOTE: Custom Campaign Member fields and/or Task fields CANNOT be mapped from the input file. A new "FinalResultsDump" file can be used to create Campaign Members using custom fields, or custom Tasks using DemandTools -> MassEffect AFTER the PeopleImport import is complete.
More information on Creating Campaign Links and Tasks can be found in Step by Step Instructions -> Stage 3 - Matching -> Campaigns and Tasks and Step by Step Instructions -> Stage 4 - Global Campaigns and Tasks.
