Adding people in bulk to a campaign

Updated a year ago

To add many people to a campaign, you can make use of the bulk create related records feature to add them as a "campaign members".

  1. Filter the people you'd like to add to a campaign in Beacon, and select them.

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  1. Click the vertical dots icon, and choose Create related records.

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  1. Select campaign members (as we want to bulk create campaign members for these people)

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  1. Choose the fields that you'd like to set on each of the new campaign members that will be created. Importantly, make sure you set a campaign!

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  1. Click Create

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  1. The campaign members will now be created. If you've selected a lot of people, this might take a couple of minutes. When finished, you'll see this message:

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That's it! The people will now exist as "campaign members", and will be visible on the campaign record:

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