Add profiles to campaign using custom report
It would be nice if we could add the profiles from a custom report to a campaign. Or, add more options when filtering profiles to add them to a campaign. For example, I want to add profiles with a specific city to a campaign, but that's not an option when I use Invite Profiles on the campaign page. I can, however, create a custom profile report and filter by city; but there's no option to the add those profiles to a campaign.
-
Kevin Lundy commented
Hi Kara and folks who voted on this! It is possible to add to add profiles to a campaign from a custom report -- to do so, you'll just need to be sure the field "Profile ID" is included in the report you've created. Once that field is added, you'll get a left menu option for bulk actions on Profiles -- included in that list will be "+Add to Campaign". Hope this is helpful!