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Sales Basics
Create Leads and Add Them to a Campaign with the Data Import Wizard

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Create Leads and Add Them to a Campaign with the Data Import Wizard

To add multiple leads as members of a campaign, launch the Data Import Wizard from the campaign detail page.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create leads and add them to a campaign via the Data Import Wizard:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Import Leads

Before you begin, make sure that your import file is in CSV format and contains values for these fields.

  • Campaign Member: Campaign ID
  • Campaign Member: Status
  • Email
  • Company
  • Last Name
  • First Name (optional but recommended)
Tip
Tip To obtain values that are already in your org, run reports and then export the report data.

These steps describe one recommended method of importing data. You can import data into Salesforce fields that aren’t listed here. You can also customize your import by using other options that appear in the Data Import Wizard.

  1. From the campaign detail page, select Manage Members | Add Members - Import File.
    The Data Import Wizard appears.
  2. Select Leads, then select Add new and update existing records.
  3. Set Match Lead by to Email.
  4. Select Assign leads to campaigns.
  5. Select the CSV file that contains your import data, and click Next.
  6. Map column headers from your CSV file to these fields.
    • Campaign Member: Campaign ID
    • Campaign Member: Status
    • Email
    • Company
    • Last Name
    • First Name (optional but recommended)
  7. Click Next.
  8. Review the import settings, and then click Start Import.

When we finish importing your data, we notify you by email. Review the results and resolve any errors that occurred.

 
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