Stage 4 is where Campaign Links and Tasks can be created globally for all records in the input file, or any records that were NOT linked to Campaign or assigned a Task in any of the matching steps in Stage 3. This step is optional and can be skipped if no Campaigns or Tasks need to be assigned in the import.
Capabilities & Features
- Ability to create Campaign Links and up to two Tasks for each record in the input file
- When assigning Campaigns, can pick one Campaign to apply to all records, or use a Campaign ID and Status from the input file
- The ability to assign the Campaign ID from the input file allows different records to get assigned to different Campaigns
- When creating Tasks, reminders can be set for Task owner
1. Create Global Campaign Links (Campaign Member Records)
NOTE: If the selected Campaign already exists on a record that was flagged as update, the existing Campaign Member link will be updated to the status selected.
Option 1: Select a Campaign From the Drop Down List
1. Check Assign object to campaign to begin
2. Pick desired Campaign from the drop down list
- Only active Campaigns are listed
3. Select a Campaign Member Status to assign
- A drop down list of valid statuses is provided for the Campaign selected
Option 2: Select Campaign ID From the Input File
1. Check Assign object to campaign to begin
2. Check Access Campaign ID from input data to display the fields from the input file
3. Select the Campaign ID field
- Only Campaign ID's, not Campaign names, can be mapped from an input source
- No checking is done to ensure that the Campaign is active (or that the ID is valid)
- A Campaign Member Record will be created if the Campaign is inactive
4. Select a Campaign Member Status field
- If the status is not valid for that Campaign the default campaign member status for that Campaign 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.
2. Creating Tasks
1. Check Create Task if a Task should be created
2. Type a Subject for the Task
3. Type in Comments (optional)
4. Select the Case Status. Default "Not Started"
- Click the arrow on the right to show all valid case statuses
5. Select the Case Priority. Default "Normal"
6. Specify a Due Date. Default "Today"
- 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
7. Set Reminder can be checked to create a pop-up reminder in Salesforce. Default not checked.
NOTE: Emails cannot be sent for Tasks
3. Additional Task Creation (optional)
- Can create an additional Task for all records in the input file
- For users who do not utilize Campaigns, this can be used to create a completed Task on all records, e.g. "Attended Trade Show"
- This Task will be created for ALL records in the input file
4. Task Ownership Overrides
- By default all Tasks are assigned to the Lead or Contact owner
- Options to assign Tasks to someone other than the Lead or Contact Owner
- A drop down list of active owners is provided for owner selection
- Since Tasks cannot be assigned to a group, queue, or an inactive owner, it is recommended that at least the last 2 boxes be checked and a specific user selected to own those Tasks. If left unchecked and:
- The owner is a group or a queue Task creation will fail
- The owner is inactive, the Task will not fail, but instead will be inserted with the current user as the owner
1. Check this box if all Tasks should be owned by a specific user
2. Check these boxes to assign Tasks to a user for Leads owned by a group or a queue, and updated Leads
Click HERE for more information on Stage 5 - Results and Processing
