Using PeopleImport to associate matched Leads and/or Contacts to a Campaign or a Task - only.

Some PeopleImport users utilize the application to only find matches and then associate the found matches to a Campaign and/or Task. They do not update data on the found matched Salesforce records or create records for the non-matches; they simple associate the matches to an existing Salesforce Campaign and/or create Task(s).

Here’s how:

• Stage 1:
  • All Field Mappings must be set to Do Not Update
• Stage 2:
  • Use or do not use conditions per your needs
• Stage 3:
  • Create Lead and/or Contact match steps per your needs
  • Final Matching Conditions must be set to Do Nothing
    • User may opt to associate the Campaign and create the Task at the Step level in Stage 3
      • Users will choose the step level if the Campaign or Task needs to be different based on the object (Lead or Contact)
• Stage 4
  • Select a Campaign and Member Status and create Tasks
    • Users will choose to associate the Campaign and create the Task(s) in Stage 4 if all records are to be associated with the same Campaign and receive the same Task(s)
• Stage 5
  • Process if confident in results