Matched records can optionally be assigned to existing Campaigns, and/or Tasks can be created.
- Creating Campaigns or Tasks in a particular Step allows specific Campaigns/Tasks to be broken out by Object Type (Leads vs. Contacts) and/or by operation (Update vs. Insert)
- A Task to "Offer a free product sample" can be assigned in "Final Matching Conditions" only, such that it will apply just to new records
- A global task to "Offer a thank you gift" could then be specified in Stage 4 which will be applied to ALL records that were not assigned a Task in one of the "Matching Steps", e.g. the existing records
If all records in the input file should be assigned to the same Campaign or Task, then leave unchecked and assign globally in Stage 4.
More information on Creating Campaign Links and Tasks can be found in Step by Step Instructions -> Stage 4 - Global Campaigns and Tasks.
Creating Campaign Links (Campaign Member Records)
1. Pick a Campaign
- Check if a specific Campaign should be assigned to this group of matched records
- Pick desired Campaign from the drop down list
- Only active Campaigns are listed
- Or, Access Campaign ID from input file
- Only Campaign ID's, not Campaign names, can be mapped from an input source
2. Select Member Status
- Select a Campaign Member Status to assign
- A drop down list of valid statuses is provided for Campaign selected from the drop down list
- If Campaign ID is specified from input file a Status must also be selected from the input file
- If the Status is not valid for that Campaign the default campaign member status will be assigned instead
NOTE: 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.
Creating Tasks
- Check if a specific Task should be assigned to this group of matched records
- Fill in the Task fields listed
- When assigning due dates, use specified timetables (Today, Tomorrow, Next Week, 15 or 30 Days) or pick the icon to the right to switch to calendar mode
- Emails cannot be sent for Tasks but Set Reminder can be checked to create a pop-up reminder in Salesforce
- By default tasks are assigned to the Object owner, ownership overrides can be specified in Stage 4
