Create Contacts and Add Them to a Campaign with the Data ImportWizard
- From the campaign detail page, select Manage Members | Add Members - Import File.The Data Import Wizard appears.
- Select Accounts and Contacts, then select Add new and update existing records.
- Set Match Contact by to Email.
- Set Match Account by to Account Name and Account Site.
- Select Assign contacts to campaigns.
- Select the CSV file that contains your import data, andclick Next.
- Map column headers from your CSV file to thesefields.Account: Account NameContact: EmailContact: Last NameContact: First Name (optional but recommended)
- Account: Account Name
- Contact: Email
- Contact: Last Name
- Contact: First Name (optional but recommended)
- Click Next.
- Review the import settings, and then click Start Import.