Beacon

Adding people in bulk to a campaign

Updated 3 months 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.

Screenshot 2019-12-12 at 11.37.45

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

Screenshot 2019-12-12 at 11.43.01

Screenshot 2019-12-12 at 11.37.53

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

Screenshot 2019-12-12 at 11.41.23

  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!

Screenshot 2019-12-12 at 11.41.41

  1. Click Create

Screenshot 2019-12-12 at 11.47.45

  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:

Screenshot 2019-12-12 at 11.44.29

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

Screenshot 2019-12-12 at 11.46.34

close

Contact Us

It'd be great to hear from you! To reach out, fill in your details below and we'll get back to you.

close

Register for webinar

To join this webinar, please enter your details below and we'll send you details on how to join.



close