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            Connect Multiple Campaigns at Once

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            Connect Multiple Campaigns at Once

            The easiest way to audit and organize your campaigns in bulk is to download our mapping workbook. It contains your campaign names and IDs in three worksheets. Copy and paste values from the workbook tabs to align the campaigns in the Connect tab. Then, upload the completed file.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: All Account Engagement Editions with Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To bulk connect campaigns: Account Engagement Administrator role
            Note
            Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.

            If you have more than 500 campaigns, it can take some time to download the workbook. We send an email to notify you when the file is available.

            Here are a few tools the workbook offers to help you avoid data-entry errors.

            • When a campaign has the same name in both apps and you add it to the Connect tab, the worksheet auto-fills the matching campaign.
            • When a row is complete, it turns green.
            • When a campaign is added to the Connect tab, its corresponding row is highlighted in its original tab, to indicate it's already been mapped.
            • The Salesforce record type isn’t required to map campaigns, but it’s provided for your reference.
            • Sometimes, associated campaigns are aligned automatically, so you can skip over them.
            • You can upload only 3,000 rows on the Connect tab at one time. Split your import into multiple batches, if needed.
            1. Open the Account Engagement Campaigns page.
              • In Account Engagement, select Marketing and then Campaigns.
              • In the Lightning app, select Account Engagement Campaigns. This tab isn’t visible by default—an admin must add it.
            2. Click Connect Campaigns with Excel and download the workbook.
            3. In the Pardot tab of the workbook, copy a value from the Name column. Then, paste it into the Pardot Name column of the Connect tab.
            4. In the Salesforce tab, copy the associated Salesforce campaign name. Back in the Connect tab, paste the name into the corresponding Salesforce Name field.
            5. Delete unused rows from the worksheet.
            6. When you’re finished aligning all the campaigns you want, upload the file.

            See Also

             
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